Signals

NVS

1782 in-universe funds with a nonzero position in NVS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22981
Score / z-0.373 / -0.36
Consensus490.41 over 994 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-17% / 3.4d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,121.0 0.7% 4 +0.4 pp +0.4 pp +0.4 pp +0.7 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,302.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,238.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,155.9 0.9% 4 +0.1 pp -0.0 pp -0.1 pp +0.9 pp
DODGE & COX CIK 0000200217 0.944 222 1,064.3 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 996.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 828.8 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 758.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 520.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 450.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 425.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GQG Partners LLC CIK 0001697233 0.860 102 373.8 0.6% 4 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 353.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 347.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 311.3 3.2% 4 +0.1 pp +0.3 pp +0.3 pp +3.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 295.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 289.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 273.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 270.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 258.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 234.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 220.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 216.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 169.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 160.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 143.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 135.2 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 107.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 94.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 94.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 94.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 90.0 2.8% 4 -0.8 pp -1.1 pp -1.6 pp +2.8 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 89.2 0.9% 4 +0.2 pp +0.3 pp +0.7 pp +0.9 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 85.8 1.4% 4 +0.2 pp +0.2 pp +0.3 pp +1.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 83.5 1.0% 4 +0.2 pp +0.1 pp +0.2 pp +1.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 80.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 77.2 0.2% 4 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 69.5 1.1% 4 -0.0 pp -0.0 pp -0.2 pp +1.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 67.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 66.0 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 61.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 60.2 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 56.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 56.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 53.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 52.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 52.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 50.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 49.2 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 48.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 48.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 47.5 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 43.4 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 43.3 1.8% 4 +0.3 pp +0.4 pp +0.4 pp +1.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 42.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 42.1 0.1% 4 +0.0 pp -0.0 pp -0.0 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 41.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 40.6 2.0% 4 -2.0 pp -1.7 pp +0.0 pp +2.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 40.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 39.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 39.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 38.5 0.2% 4 -0.1 pp -0.3 pp -0.5 pp +0.2 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 38.2 2.0% 4 +0.3 pp +0.2 pp -0.2 pp +2.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 37.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 37.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 36.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 35.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 35.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 33.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 33.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 32.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 31.0 8.3% 4 +0.6 pp +1.2 pp +0.3 pp +8.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 31.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 29.4 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 29.0 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 28.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 28.3 2.5% 4 +0.1 pp +0.3 pp +0.2 pp +2.5 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 27.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 27.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 26.3 17.1% 4 +5.4 pp +4.0 pp +2.9 pp +17.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 25.1 3.0% 4 -0.3 pp -0.1 pp -0.1 pp +3.0 pp
Parkwood LLC CIK 0001597823 0.291 71 25.0 2.2% 4 +0.5 pp +0.6 pp -0.3 pp +2.2 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 24.8 7.4% 4 -0.7 pp +0.3 pp +0.6 pp +7.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 24.0 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 23.9 1.6% 4 +0.3 pp +0.4 pp +0.4 pp +1.6 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 23.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 22.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 21.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 21.6 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 21.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 21.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 20.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 20.8 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
Coleford Investment Management Ltd. CIK 0001939136 0.581 23 20.7 5.1% 4 +0.6 pp +0.9 pp +0.7 pp +5.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 19.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 19.2 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 19.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 18.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 17.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 17.2 2.5% 4 +0.1 pp +0.0 pp +0.1 pp +2.5 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 16.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 16.6 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 16.5 1.1% 4 +0.3 pp +0.6 pp +0.6 pp +1.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 16.3 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 15.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ethic Inc. CIK 0001780570 0.636 1358 15.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 15.1 3.0% 4 -0.6 pp -0.4 pp -0.2 pp +3.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 14.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 14.7 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 14.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 14.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 13.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 13.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 12.9 2.2% 4 +0.1 pp +0.2 pp +0.2 pp +2.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.9 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 12.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 12.5 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 12.3 3.1% 4 +0.2 pp +0.2 pp +0.2 pp +3.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 12.1 1.7% 4 +0.2 pp +0.0 pp -0.1 pp +1.7 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 12.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 11.7 1.8% 4 +0.2 pp +0.3 pp +0.3 pp +1.8 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 11.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 11.5 1.6% 4 +0.2 pp +0.2 pp +0.2 pp +1.6 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 11.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 11.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 10.9 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 10.9 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 10.8 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 10.8 2.1% 4 -0.0 pp -0.0 pp -0.1 pp +2.1 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 10.7 1.5% 4 +0.1 pp +0.2 pp +0.2 pp +1.5 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 10.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 10.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 10.5 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALT Holding Corp. CIK 1996109 0.656 25 10.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 9.6 2.3% 4 -0.2 pp -0.1 pp -0.1 pp +2.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 9.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 8.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 8.1 0.6% 4 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Narwhal Capital Management CIK 0001461287 0.675 155 8.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 8.0 1.2% 4 +0.2 pp +0.9 pp +0.8 pp +1.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 7.7 2.4% 4 +0.3 pp +0.5 pp +0.4 pp +2.4 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.7 0.9% 3 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.526 181 7.7 1.0% 4 +0.4 pp +0.9 pp +0.9 pp +1.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 7.6 2.2% 4 +0.1 pp +0.1 pp +0.2 pp +2.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Cardinal Capital Management CIK 0001434845 0.362 138 7.6 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 7.5 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 7.5 1.1% 4 -0.0 pp +0.2 pp +0.1 pp +1.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 7.3 1.3% 3 +0.0 pp +0.2 pp +1.3 pp +1.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 7.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.3 0.2% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 6.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monte Financial Group, LLC CIK 0001755651 0.166 102 6.6 2.4% 4 +0.1 pp +0.2 pp -0.1 pp +2.4 pp
LMR Partners LLP CIK 0001578621 0.225 1167 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 6.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 6.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 6.2 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 6.2 2.2% 4 +0.3 pp +0.5 pp +0.5 pp +2.2 pp
First Pacific Financial CIK 0001810089 0.717 510 6.1 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 6.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 5.9 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 5.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 5.7 0.6% 4 -0.0 pp -0.8 pp -0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 5.7 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 5.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 5.6 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NATIXIS CIK 0001274981 0.561 1107 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 5.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Gradient Investments LLC CIK 0001542265 0.563 448 5.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Transmarket Holdings LP CIK 0002134828 0.000 33 5.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 5.3 2.1% 4 +0.3 pp +0.6 pp +0.7 pp +2.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 5.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 5.3 1.6% 6 +0.0 pp +0.1 pp -0.3 pp -0.3 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 5.2 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 5.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 5.0 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 5.0 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Choate Investment Advisors CIK 0001399794 0.922 472 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 4.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 4.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 4.6 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 4.4 2.6% 4 +0.2 pp +0.5 pp +0.5 pp +2.6 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 4.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 4.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Haverford Trust Co CIK 0000842941 0.805 424 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 4.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 4.3 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 4.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 4.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 4.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arjuna Capital CIK 0001703208 0.352 113 4.1 1.0% 4 +0.2 pp +0.3 pp +0.7 pp +1.0 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 4.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 4.1 2.3% 4 -0.0 pp +0.2 pp -0.1 pp +2.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 4.0 1.3% 4 +0.1 pp +0.1 pp -0.0 pp +1.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 4.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBERT D MASON INC CIK 0001169318 0.145 139 3.9 2.5% 4 +0.2 pp +0.4 pp +0.4 pp +2.5 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 3.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
apricus wealth, LLC CIK 0001913842 0.132 129 3.7 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 3.7 1.7% 4 +0.3 pp +0.4 pp +0.4 pp +1.7 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 3.7 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 3.5 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.5 0.4% 1 +0.4 pp -0.2 pp +0.4 pp +0.4 pp
MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 3.5 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 3.5 1.1% 4 +0.1 pp +0.4 pp +0.4 pp +1.1 pp
FCA CORP /TX CIK 0001166402 0.236 203 3.5 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 3.4 1.6% 4 +0.1 pp +0.4 pp +0.3 pp +1.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 3.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 3.3 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 3.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Old Port Advisors CIK 0001744348 0.222 266 3.2 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 3.1 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Coastline Trust Co CIK 0001324279 0.630 406 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 3.1 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 3.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 3.0 1.6% 4 +0.1 pp +0.1 pp -0.0 pp +1.6 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 2.9 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 2.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 2.8 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 2.7 1.2% 4 +0.1 pp +0.2 pp +0.1 pp +1.2 pp
INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 2.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 2.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 2.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Patten Group, Inc. CIK 0001633207 0.286 325 2.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 2.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.6 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 2.6 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 2.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 2.6 1.1% 4 -0.1 pp +0.0 pp +0.0 pp +1.1 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 2.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 2.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 2.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 2.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 2.4 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 2.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 2.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Ativo Capital Management LLC CIK 0001423065 0.132 56 2.4 2.1% 4 +0.6 pp +0.6 pp +0.6 pp +2.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 2.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 2.3 1.6% 4 +0.2 pp +0.3 pp +0.2 pp +1.6 pp
Altman Advisors, Inc. CIK 0001731671 0.234 93 2.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 2.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 2.3 1.7% 4 +0.6 pp +0.7 pp +0.7 pp +1.7 pp
Abel Hall, LLC CIK 0002013339 0.148 955 2.2 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 2.2 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 2.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 2.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 2.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 2.1 0.3% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 2.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 2.1 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAHN BROTHERS GROUP INC CIK 0001039565 0.884 48 2.0 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 2.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 2.0 0.5% 1 +0.5 pp +0.5 pp +0.1 pp +0.5 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boit C F David CIK 0001308331 0.410 85 2.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning, LLC CIK 0001802105 0.233 136 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arnhold LLC CIK 0001733755 0.661 113 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PCM Encore, LLC CIK 0002109846 0.244 459 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 1.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 1.9 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Plancorp, LLC CIK 0001599579 0.797 425 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 1.9 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 1.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 1.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ellevest, Inc. CIK 0001644128 0.537 469 1.8 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 1.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 1.8 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 1.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPAL CAPITAL LLC CIK 0002100122 0.079 136 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 1.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.246 316 1.7 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Resource Group CIK 0001764968 0.307 183 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.6 2.5% 4 -0.3 pp -0.2 pp -0.2 pp +2.5 pp
Drexel Morgan & Co. CIK 0001508512 0.808 60 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smart Money Group LLC CIK 0001728866 0.774 86 1.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Walsky Investment Management, Inc. CIK 0002110046 0.211 52 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 1.6 0.4% 4 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foyston, Gordon & Payne Inc CIK 0001322853 0.324 68 1.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Osprey Private Wealth LLC CIK 0002041805 0.410 88 1.5 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 1.5 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.5 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
DV Trading LLC CIK 0001721757 0.000 395 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.5 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 1.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.4 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 1.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaton Management Co. Inc. CIK 0001714678 0.190 157 1.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 1.3 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.3 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 1.3 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 1.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
EASTERN BANK CIK 0001126395 0.668 1038 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.3 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
YANKCOM Partnership CIK 0002036975 0.405 308 1.3 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Simmons Bank CIK 0001674486 0.467 369 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 1.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
RD Lewis Holdings, Inc. CIK 0002046179 0.197 87 1.2 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.2 0.5% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.2 1.5% 4 -0.1 pp +0.0 pp +0.0 pp +1.5 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Five Oceans Advisors CIK 0001876326 0.524 204 1.2 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Lantz Financial LLC CIK 0001766883 0.334 259 1.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 1.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 1.2 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kennon-Green & Company, LLC CIK 0001963352 0.437 41 1.1 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 1.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 1.1 0.6% 4 +0.1 pp +0.1 pp -0.1 pp +0.6 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Hampshire Trust CIK 0001961742 0.436 176 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 1.1 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HUTNER CAPITAL MANAGEMENT INC CIK 0000944733 0.566 43 1.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 1.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 1.0 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Frec Markets, Inc. CIK 0002111359 0.176 905 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.9 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MOTCO CIK 0001306333 0.349 840 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.9 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.9 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
SCHULHOFF & CO INC CIK 0001080197 0.348 133 0.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Peoples Bank/KS CIK 0001998269 0.180 98 0.9 0.9% 4 +0.1 pp +0.1 pp +0.4 pp +0.9 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.9 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
Cypress Capital Group CIK 0001341748 0.370 314 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bradyco, Inc. CIK 0002055007 0.075 33 0.9 0.7% 4 -0.3 pp -0.2 pp +0.1 pp +0.7 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steadtrust LLC CIK 0002097595 0.161 132 0.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Penbrook Management LLC CIK 0001381055 0.184 101 0.8 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.8 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 0.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diesslin Group, Inc. CIK 0002108559 0.461 59 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.8 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JMN Financial LLC CIK 0002113267 0.057 229 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.8 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DF DENT & CO INC CIK 0000934999 0.597 271 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Monument Capital Management CIK 0001729428 0.068 262 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 0.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Payne Capital LLC CIK 0002094426 0.375 59 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.7 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
Essex Bank CIK 0001752212 0.260 318 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.7 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.7 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.7 0.4% 4 -0.1 pp -0.0 pp -0.2 pp +0.4 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.7 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Capital Management, LLC CIK 0001901166 0.696 128 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.7 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.6 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle West Asset Management, Inc. CIK 0001975730 0.130 104 0.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.6 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.6 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INVESTED ADVISORS CIK 0002090165 0.104 152 0.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Optas, LLC CIK 0001802961 0.460 494 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
SPWM Advisors LLC CIK 0002111209 0.346 90 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 0.6 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.5 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherokee Insurance Co CIK 0002077903 0.224 124 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.5 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.5 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Round Hill Asset Management CIK 0001696438 0.339 62 0.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Expressive Wealth LLC CIK 0002026980 0.120 133 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hendershot Investments Inc. CIK 0001541496 0.645 134 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 0.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
King Wealth Management Group CIK 0001568235 0.741 176 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Broderick Brian C CIK 0001314376 0.508 95 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.5 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Corient IA LP CIK 0002058426 0.030 249 0.5 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Sentry LLC CIK 0002004474 0.484 132 0.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.4 0.0% 4 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Community Bank & Trust, Waco, Texas CIK 0001654847 0.395 168 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
EWA, LLC CIK 0001835252 0.457 332 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Indivisible Partners CIK 0002098400 0.368 637 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CNB Bank CIK 0001732074 0.306 518 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Delaney Dennis R CIK 0001661536 0.404 61 0.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
XXI WEALTH, LLC CIK 0002047463 0.127 226 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Busey Bank CIK 0001427202 0.741 388 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.4 0.1% 4 -0.6 pp -0.6 pp -0.8 pp +0.1 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argyle Capital Management, LLC CIK 0001321194 0.239 138 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MEYER HANDELMAN CO CIK 0000045319 0.624 274 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.3 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PALLADIEM, LLC CIK 0001629271 0.040 136 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealth Group, Ltd. CIK 0002013988 0.302 106 0.3 0.3% 2 +0.0 pp +0.3 pp +0.0 pp +0.3 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 0.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 0.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Dorato Capital Management CIK 0002095216 0.322 254 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.3 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.3 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DILLON & ASSOCIATES INC CIK 0001054425 0.734 80 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.3 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Syverson Strege & Co CIK 0001682057 0.758 186 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
August Group Capital Ltd CIK 0002107394 0.210 95 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
South Street Advisors LLC CIK 0001399706 0.498 84 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Financial Advisors CIK 0002035548 0.168 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Welch Financial Planning, LLC CIK 0002085141 0.273 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stiles Financial Services Inc CIK 0001904832 0.261 183 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
S Harris Financial Group, LLC CIK 0002112907 0.391 124 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.3 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Partners LLC CIK 0001389848 0.487 64 0.2 0.5% 1 +0.5 pp -1.3 pp -1.3 pp +0.5 pp
Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.2 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 0.2 0.2% 2 -0.0 pp +0.2 pp +0.0 pp +0.2 pp
Tevis Investment Management CIK 0001940416 0.217 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REBALANCE, LLC CIK 0001811052 0.941 103 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Manage LLC CIK 0001539947 0.277 323 0.2 0.0% 4 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MFA Wealth Services CIK 0001989379 0.288 134 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFW Advisors LLC CIK 0001989744 0.585 124 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adelphi Trust Co CIK 0002106968 0.243 114 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leisure Capital Management CIK 0001631507 0.304 157 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.2 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 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Keefe Stevens Advisory, Inc. CIK 0001780565 0.611 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrustBank CIK 0002107256 0.632 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 0.2 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluebird Wealth Management LLC CIK 0002104503 0.066 89 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Urban Wealth Management, LLC CIK 0001845521 0.139 107 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Trust CIK 0001905128 0.729 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.2 0.1% 2 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 4 +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% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.1 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Grp LLC CIK 0002134013 0.401 144 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 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
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nexus Investment Management ULC CIK 0001476329 0.664 72 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 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% 4 +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
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Access Investment Management LLC CIK 0002010477 0.311 144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Partners, LLC CIK 2141570 0.611 214 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.4 pp +0.0 pp -1.7 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.0 0.0% 0 -0.0 pp -0.1 pp -2.5 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -2.3 pp +0.0 pp -2.9 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BEDDOW CAPITAL MANAGEMENT INC CIK 0001278641 0.466 55 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp -0.3 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Berman McAleer LLC CIK 0002094332 0.753 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hartford Funds Management Co LLC CIK 0001546587 0.935 98 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -1.0 pp -0.9 pp -0.9 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diameter Capital Partners LP CIK 0001727012 0.000 31 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just NVS). Qtrs Held counts distinct quarters this fund has actually held NVS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NVS position size. Δ columns are the percentage-point change in NVS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status