Signals

MDY

1306 in-universe funds with a nonzero position in MDY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23228
Score / z-0.038 / -0.07
Consensus404.49 over 794 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+9% / 1.9d

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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,267.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 748.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 714.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 623.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 575.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 507.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 491.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 409.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 359.0 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 347.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 345.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 298.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 283.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 274.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 247.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 235.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 150.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 149.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 141.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 131.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 127.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 123.6 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 115.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 97.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 97.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 96.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 81.3 8.7% 2 -0.5 pp +8.7 pp +8.7 pp +8.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 79.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 75.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 73.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 69.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 69.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 69.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 67.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 67.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 60.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 59.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 51.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 50.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 46.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 45.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 44.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 42.5 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 39.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 39.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 38.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 38.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 35.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 35.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 34.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 34.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 34.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 33.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 31.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 31.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 30.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 29.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 28.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 28.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 27.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 27.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 27.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 26.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 25.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 24.9 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 24.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 23.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CONNING INC. CIK 0000801051 0.496 327 22.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 21.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 21.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 20.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 20.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 19.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 18.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 18.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 18.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 17.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 17.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 16.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 16.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 16.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 16.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Simmons Bank CIK 0001674486 0.467 369 14.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 14.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 14.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 13.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Caldwell Trust Co CIK 0002080218 0.488 811 12.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 12.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 12.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 11.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 11.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 11.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
jvl associates llc CIK 0001915765 0.770 79 11.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 11.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 10.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 10.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 10.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 9.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 9.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 9.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 9.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 9.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 9.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 9.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 9.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 9.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 8.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 8.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 8.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 8.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 8.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 7.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 7.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
CW Advisors, LLC CIK 0001904976 0.000 0 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Symmetry Investments LP CIK 0001691919 0.056 112 7.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 7.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 7.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Busey Bank CIK 0001427202 0.741 388 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 7.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
&PARTNERS CIK 0000107136 0.806 2509 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 7.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 7.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Community Bank, N.A. CIK 0001632187 0.503 530 6.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 6.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 6.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Latigo Investments, LLC CIK 0001914668 0.838 14 6.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 6.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 6.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.0 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 6.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
G&S Capital LLC CIK 0001731448 0.138 152 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Wilmar Advisors LLC CIK 0002052481 0.756 23 5.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
RBF Capital, LLC CIK 0001134621 0.512 506 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 5.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 5.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MOTCO CIK 0001306333 0.349 840 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TI-TRUST, INC CIK 0001802284 0.225 132 5.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Firestone Capital Management CIK 0001799964 0.602 168 5.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Bank of New Hampshire CIK 0001870761 0.280 537 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BOKF, NA CIK 0000009634 0.752 1160 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Breakwater Capital Group CIK 0001964309 0.408 374 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 4.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Bay Rivers Group CIK 0001798924 0.313 125 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 4.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 4.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 4.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
DAVIS R M INC CIK 0000891287 0.824 280 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graypoint LLC CIK 0001794198 0.550 526 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.7 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 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARTER RESEARCH & INVESTMENT GROUP, INC. CIK 0001666624 0.334 92 3.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 3.4 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Sepio Capital, LP CIK 0001751412 0.794 346 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 0.595 56 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPH & CO CIK 0000941519 0.731 283 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERN BANK CIK 0001126395 0.668 1038 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weil Company, Inc. CIK 0001318011 0.359 133 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Crescent Sterling, Ltd. CIK 0001962005 0.216 85 2.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Element Wealth, LLC CIK 0001802743 0.267 212 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Life Planners CIK 0002053368 0.609 339 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 2.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 2.1 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Trust Point Inc. CIK 0001635633 0.568 463 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TSFG, LLC CIK 0001800513 0.413 891 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GenTrust, LLC CIK 0001697110 0.832 201 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farrow Financial, Inc. CIK 0002010644 0.400 55 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Embree Financial Group CIK 0002020860 0.466 283 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 1.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hardy Reed LLC CIK 0001761871 0.866 252 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Renaissance Investment Group LLC CIK 0001509508 0.431 84 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plancorp, LLC CIK 0001599579 0.797 425 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Emprise Bank CIK 0002018815 0.570 109 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF HAWAII CIK 0000315080 0.804 233 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FF Advisors,LLC CIK 0002011904 0.517 123 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SFM, LLC CIK 0002064225 0.428 69 1.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cadence Bank CIK 0001299939 0.688 332 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sunpointe, LLC CIK 0002012181 0.156 281 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fiera Capital Corp CIK 0001505817 0.842 401 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clarendon Private LLC CIK 0001961628 0.221 124 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
General Partner, Inc. CIK 0001800508 0.326 167 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leisure Capital Management CIK 0001631507 0.304 157 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FCA CORP /TX CIK 0001166402 0.236 203 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M. Kraus & Co CIK 0001593688 0.468 86 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VeraBank, N.A. CIK 0001767297 0.624 167 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.7 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
L & S Advisors Inc CIK 0001392364 0.047 236 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Miramar Capital, LLC CIK 0001767812 0.462 57 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanich Group LLC CIK 0002023324 0.748 52 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bell Bank CIK 0001002672 0.895 195 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Hampshire Trust CIK 0001961742 0.436 176 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Members Trust Co CIK 0001677560 0.939 170 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED BANK CIK 0001286478 0.652 130 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.6 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maren Capital LLC CIK 0001961415 0.939 17 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creekside Partners CIK 0002035951 0.343 193 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockline Wealth Management, LLC CIK 0002005098 0.502 107 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LS Investment Advisors, LLC CIK 0001455845 0.516 127 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ayrshire Capital Management LLC CIK 0001801563 0.148 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
United Community Bank CIK 0002000314 0.267 534 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Finivi Inc. CIK 0002101641 0.183 111 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIONEER TRUST BANK N A/OR CIK 0001006435 0.501 87 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Progressive Investment Management Corp CIK 0001353318 0.535 56 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summa Corp. CIK 0001954929 0.569 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Financial Council, LLC CIK 0001883629 0.681 106 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Trust Co CIK 0001706028 0.448 313 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Trust CIK 0001772483 0.355 210 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
2UniFi Bank CIK 0002040900 0.000 0 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens Business Bank CIK 0001948632 0.474 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendel Money Management CIK 0001600585 0.195 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
First Pacific Financial CIK 0001810089 0.717 510 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Unified Investment Management CIK 0002054855 0.105 141 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allegheny Financial Group CIK 0001844148 0.552 305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Co CIK 0001632554 0.769 908 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Advisory Corp CIK 0001813369 0.897 58 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Zero LLC CIK 0002079032 0.418 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lumbard & Kellner, LLC CIK 0001602476 0.248 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLACKHILL CAPITAL INC CIK 0000872162 0.969 47 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pingora Partners LLC CIK 0002011176 0.362 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MilWealth Group LLC CIK 0001972750 0.908 82 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.246 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 0.0 0.0% 0 -5.8 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GHE, LLC CIK 0001910179 0.736 57 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MDY). Qtrs Held counts distinct quarters this fund has actually held MDY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDY position size. Δ columns are the percentage-point change in MDY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status