Signals

← Signals

☆OEF

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

Flow ranking

Rank#23767
Score / z-0.478 / -0.63
Consensus353.87 over 690 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+12% / 1.1d

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 ▾
☆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 2,000.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,792.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 816.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 815.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 638.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 602.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 570.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 349.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 263.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 234.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 220.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 205.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 199.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 187.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 165.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 146.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 128.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 121.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 109.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 109.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 107.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 107.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 104.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 83.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 78.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 74.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 73.6 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 68.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 63.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 62.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 60.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 58.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 58.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 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 55.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 52.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 51.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 50.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 49.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 48.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 46.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 42.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 41.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 41.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 38.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 38.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 38.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 37.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 35.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 34.7 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 31.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 30.3 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 27.1 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 27.1 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 25.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 24.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 24.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 24.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 23.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 22.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 19.2 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 18.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 18.4 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 18.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 18.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 17.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Investors Research Corp CIK 0001730630 0.347 805 16.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 16.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 16.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 15.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 15.6 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 15.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 14.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 14.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 13.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 13.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 13.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 13.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 13.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 12.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 12.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 12.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 12.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 12.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 12.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 12.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 11.7 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 11.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 11.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆First Pacific Financial CIK 0001810089 0.717 510 11.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 11.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 10.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 10.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.0 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 9.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 9.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 9.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 9.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 9.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 9.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 9.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 9.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 8.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 8.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 8.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 8.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 8.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 7.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 7.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 7.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 7.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 6.7 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SWMG, LLC CIK 0001839255 0.473 100 6.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 6.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 6.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 5.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 5.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.2 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 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 4.3 2.0% 2 -0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 4.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 3.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 3.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 3.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Seven Post Investment Office LP CIK 0001554308 0.797 42 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.1 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.7 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.6 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WT Wealth Management CIK 0001780507 0.246 138 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 1.1 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Trust CIK 0001905128 0.729 334 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆East Coast Asset Management, LLC. CIK 0001579254 0.762 67 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.5 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMAS STORY & SON LLC CIK 0001505207 0.484 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Bank CIK 0001002672 0.895 195 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chronos Wealth Management, LLC CIK 0001801792 0.581 38 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +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
☆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
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.0 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 OEF). Qtrs Held counts distinct quarters this fund has actually held OEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OEF position size. Δ columns are the percentage-point change in OEF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status