Signals

← Signals

☆JEPI

1369 in-universe funds with a nonzero position in JEPI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#83
Score / z1.939 / 2.90
Consensus398.27 over 844 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,682.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,881.2 0.1% 3 -0.0 pp -0.0 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 969.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 538.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 469.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 460.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 432.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 415.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 401.9 22.2% 2 -0.1 pp +22.2 pp +22.2 pp +22.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 367.0 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 294.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 242.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 184.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 179.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 174.7 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 170.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 167.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 161.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 115.7 11.4% 2 -0.6 pp +11.4 pp +11.4 pp +11.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 115.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 113.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 112.0 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 108.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 90.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 87.9 32.5% 2 +0.3 pp +32.5 pp +32.5 pp +32.5 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 87.6 5.9% 2 -0.3 pp +5.9 pp +5.9 pp +5.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 86.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 85.3 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 83.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 77.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 66.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 64.8 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 61.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 60.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 60.0 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 58.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 56.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 54.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 54.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 48.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 47.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 45.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 44.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 42.8 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 42.0 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 39.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 39.3 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 39.2 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 39.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 38.9 5.4% 2 +0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 38.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 37.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 37.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 36.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 36.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 36.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 36.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 36.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 35.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 35.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 35.3 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 32.2 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 30.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 30.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 29.8 14.6% 2 -0.6 pp +14.6 pp +14.6 pp +14.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 29.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 29.0 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 28.0 3.0% 2 -3.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 27.6 14.1% 2 -0.4 pp +14.1 pp +14.1 pp +14.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 27.5 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 27.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 26.7 8.6% 2 +1.5 pp +8.6 pp +8.6 pp +8.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 26.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 26.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.9 0.2% 4 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 25.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 24.2 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 24.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 23.9 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 23.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 23.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 23.2 4.0% 2 -0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 22.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 22.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 22.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 22.0 9.6% 2 -7.9 pp +9.6 pp +9.6 pp +9.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 21.4 6.6% 2 -0.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 21.1 4.4% 2 +0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 20.8 7.8% 3 -1.6 pp -2.7 pp +7.8 pp +7.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 20.3 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 19.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 19.5 1.9% 2 -1.6 pp +1.9 pp +1.9 pp +1.9 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 19.4 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 19.0 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 18.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 18.8 3.7% 2 +1.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 18.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 18.1 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 17.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 17.5 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 17.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 17.1 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 16.9 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 16.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 16.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 16.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 16.2 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 16.0 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SFMG, LLC CIK 0001512026 0.796 334 15.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 15.2 7.5% 2 -0.5 pp +7.5 pp +7.5 pp +7.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 15.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 15.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 15.1 6.2% 2 +0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 15.1 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 15.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 15.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 15.0 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 15.0 4.0% 3 -0.4 pp -0.6 pp +4.0 pp +4.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 15.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 14.9 3.4% 2 -0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 14.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 14.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 14.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 14.2 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 14.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 14.0 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 13.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 13.7 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 13.5 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 13.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 13.3 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 13.3 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 13.1 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 12.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 12.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 12.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 12.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 12.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 12.0 5.8% 2 -0.4 pp +5.8 pp +5.8 pp +5.8 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 11.9 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 11.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 11.4 6.2% 2 -0.5 pp +6.2 pp +6.2 pp +6.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 11.3 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 11.3 8.4% 2 -0.2 pp +8.4 pp +8.4 pp +8.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 11.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 11.1 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 11.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 11.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 10.9 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 10.8 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 10.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 10.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 10.6 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 10.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 10.5 4.9% 2 -2.0 pp +4.9 pp +4.9 pp +4.9 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 10.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 10.2 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 10.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 10.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 10.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 10.1 1.1% 4 -0.3 pp -0.5 pp -0.6 pp +1.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 10.0 4.3% 2 -0.7 pp +4.3 pp +4.3 pp +4.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 9.8 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 9.8 7.2% 2 -0.7 pp +7.2 pp +7.2 pp +7.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 9.7 1.8% 2 -2.1 pp +1.8 pp +1.8 pp +1.8 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 9.6 7.6% 2 -0.4 pp +7.6 pp +7.6 pp +7.6 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 9.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 9.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 9.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 9.4 2.3% 2 -1.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 9.4 6.3% 2 +1.1 pp +6.3 pp +6.3 pp +6.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 9.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 9.2 4.5% 3 +0.8 pp +4.2 pp +4.5 pp +4.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 9.2 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 9.2 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 9.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 9.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 8.9 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 8.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 8.8 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 8.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 8.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 8.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 8.4 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 8.3 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 8.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 8.2 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 8.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 8.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 8.0 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 8.0 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 8.0 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 7.9 2.6% 2 -5.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 7.9 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 7.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 7.7 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 7.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 7.6 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 7.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 7.6 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 7.5 2.3% 2 -3.6 pp +2.3 pp +2.3 pp +2.3 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 7.4 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Cadence Bank CIK 0001299939 0.688 332 7.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 7.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 7.2 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 7.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 7.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 7.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 7.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 7.0 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 7.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 7.0 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 7.0 4.1% 2 -2.9 pp +4.1 pp +4.1 pp +4.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 6.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 6.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 6.8 4.9% 3 -0.0 pp +0.4 pp +4.9 pp +4.9 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 6.7 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 6.6 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 6.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 6.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 6.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 6.5 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 6.5 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 6.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 6.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 6.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 6.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 6.3 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 6.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 6.1 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 6.1 1.9% 2 -2.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.0 4.0% 2 -1.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 6.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 6.0 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 5.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 5.8 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 5.7 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 5.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 5.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 5.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 5.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 5.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stonegate Management LLC CIK 0001877054 0.000 0 5.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 5.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 5.2 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 5.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 5.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 5.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 5.1 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 5.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 5.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 5.0 1.6% 2 -2.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 5.0 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 5.0 4.5% 3 +0.5 pp +1.8 pp +4.5 pp +4.5 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 5.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 5.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 5.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.9 1.0% 3 +0.5 pp +0.6 pp +1.0 pp +1.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 4.9 3.4% 3 +0.6 pp +1.0 pp +3.4 pp +3.4 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 4.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.8 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 4.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 4.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 4.6 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 4.6 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 4.6 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 4.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 4.5 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Boston Partners CIK 0001386060 0.833 802 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 4.5 2.8% 3 -0.4 pp -0.6 pp +2.8 pp +2.8 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RDA Financial Network CIK 0001774086 0.257 284 4.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 4.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 4.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 4.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 4.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 4.2 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 4.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 4.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 4.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 4.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Snider Financial Group CIK 0001820681 0.424 103 4.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 4.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 4.1 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.0 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 4.0 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 4.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Security National Bank CIK 0001719739 0.452 392 4.0 0.6% 2 -1.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 4.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 3.9 3.9% 2 +0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 3.9 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 3.9 2.5% 3 -0.3 pp -1.0 pp +2.5 pp +2.5 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.9 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 3.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NFSG Corp CIK 0001879757 0.275 1245 3.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 3.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 3.8 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 3.8 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 3.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 3.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 3.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.7 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 3.7 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 3.7 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 3.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 3.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 3.6 1.3% 3 -0.5 pp -1.7 pp +1.3 pp +1.3 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 3.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 3.6 2.7% 2 -1.3 pp +2.7 pp +2.7 pp +2.7 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 3.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆American Trust CIK 0001905128 0.729 334 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.5 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 3.5 1.4% 2 -2.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 3.5 2.3% 2 -1.4 pp +2.3 pp +2.3 pp +2.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 3.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 3.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.4 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.3 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 3.3 2.7% 2 +0.8 pp +2.7 pp +2.7 pp +2.7 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 3.3 2.8% 2 -1.1 pp +2.8 pp +2.8 pp +2.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 3.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 3.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 3.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 3.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 3.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 3.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 3.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 3.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 3.1 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 3.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 3.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 3.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 3.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 3.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Financial Solutions, Inc. CIK 0002086529 0.597 36 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 3.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 3.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 2.8 3.1% 2 -1.0 pp +3.1 pp +3.1 pp +3.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 2.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 2.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 2.7 2.2% 3 -0.3 pp +0.0 pp +2.2 pp +2.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 2.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 2.7 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 2.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 2.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 2.7 0.6% 2 -0.8 pp +0.6 pp +0.6 pp +0.6 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 2.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.6 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 2.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 2.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 2.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 2.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 2.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 2.5 4.4% 2 -0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 2.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 2.5 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 2.4 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 2.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 2.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 2.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 2.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 2.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 2.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 2.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 2.3 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Anchor Capital Management Group Inc CIK 0000894119 0.789 15 2.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 2.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 2.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Bell Bank CIK 0001002672 0.895 195 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 2.1 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.1 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROBAN CIK 0001694663 0.128 81 2.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 2.0 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 2.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 2.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 1.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 1.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 1.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 1.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.8 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 1.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 1.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.7 0.8% 3 -0.3 pp -0.5 pp +0.8 pp +0.8 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 1.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 1.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 1.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.7 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.6 0.2% 4 -0.3 pp -0.6 pp -0.6 pp +0.2 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 1.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 1.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.6 0.0% 2 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 1.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.5 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 1.4 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 1.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.4 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.4 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 1.4 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.3 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.3 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Columbia Bank CIK 0002017259 0.353 165 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 1.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.3 0.8% 4 -0.0 pp -0.1 pp +0.0 pp +0.8 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 1.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 1.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 1.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 1.2 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 1.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.1 0.6% 4 +0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.0 0.0% 2 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NVWM, LLC CIK 0001697274 0.201 780 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.9 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.8 0.5% 2 -1.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.7 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 0.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.7 0.1% 2 -0.7 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.6 0.2% 2 -0.7 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 0.5 0.1% 2 -1.9 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.5 0.3% 3 -0.5 pp -0.6 pp +0.3 pp +0.3 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.5 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.5 0.2% 2 -5.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.5 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.3 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adalta Capital Management LLC CIK 0001698926 0.403 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wills Financial Group LLC CIK 0002059579 0.384 82 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 3 -0.2 pp -0.6 pp +0.2 pp +0.2 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koa Wealth Management, LLC CIK 0002022118 0.435 54 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palacios Wealth Management, LLC CIK 0002053829 0.522 76 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.2 0.1% 3 -1.3 pp -0.7 pp +0.1 pp +0.1 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.2 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -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% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -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
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 2 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 2 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 -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
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 2 +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% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.5 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 JEPI). Qtrs Held counts distinct quarters this fund has actually held JEPI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JEPI position size. Δ columns are the percentage-point change in JEPI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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