Signals

QQQM

1364 in-universe funds with a nonzero position in QQQM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#62
Score / z3.670 / 3.31
Consensus416.54 over 815 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-10% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,660.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,501.2 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,755.4 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,132.1 7.6% 4 -0.7 pp -0.9 pp -1.8 pp +7.6 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 982.4 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 791.0 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 757.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 655.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 639.4 4.9% 4 +0.0 pp +0.2 pp -0.5 pp +4.9 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 612.1 6.7% 4 +0.7 pp +0.7 pp +1.0 pp +6.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 531.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 526.8 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 494.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 461.5 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 414.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 279.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 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 278.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 239.4 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 238.6 7.6% 4 -0.7 pp +0.1 pp -0.5 pp +7.6 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 212.8 1.0% 4 -0.1 pp -0.0 pp +0.1 pp +1.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 210.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 204.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 199.9 2.1% 4 +2.0 pp +2.0 pp +2.0 pp +2.1 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 195.6 2.3% 4 +1.1 pp +1.9 pp +2.0 pp +2.3 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 195.2 1.0% 4 +0.3 pp +0.2 pp +0.3 pp +1.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 191.0 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 177.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 174.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 154.1 11.3% 3 +0.2 pp +11.3 pp +11.3 pp +11.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 118.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 117.4 9.9% 4 -0.0 pp +1.7 pp -1.3 pp +9.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 114.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 111.6 5.4% 4 +0.1 pp +0.1 pp +0.3 pp +5.4 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 105.0 3.9% 4 +0.0 pp -0.0 pp -0.3 pp +3.9 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 104.2 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 97.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 95.5 0.8% 4 -0.0 pp -0.2 pp -0.2 pp +0.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 92.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 91.9 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 89.7 16.5% 2 +14.7 pp +16.5 pp +16.5 pp +16.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 85.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 84.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 81.9 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 81.4 10.9% 4 +0.3 pp +0.2 pp -1.1 pp +10.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 75.5 0.6% 4 -0.3 pp -0.0 pp +0.0 pp +0.6 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 74.3 2.7% 5 -0.6 pp -0.2 pp -0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 72.4 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 71.3 8.3% 4 -1.4 pp -1.3 pp +8.3 pp +8.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 69.3 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 68.4 18.4% 2 -0.1 pp +18.4 pp +18.4 pp +18.4 pp
Gradient Investments LLC CIK 0001542265 0.563 448 66.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 63.4 2.4% 4 -0.2 pp -0.2 pp -0.2 pp +2.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 62.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 62.5 6.9% 4 -1.4 pp -1.4 pp -1.3 pp +6.9 pp
One Day In July LLC CIK 0001823172 0.854 167 62.1 5.0% 4 -0.2 pp -0.1 pp +0.5 pp +5.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 61.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 54.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 53.9 0.0% 4 -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 52.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 52.4 2.3% 4 +0.9 pp +0.8 pp +0.5 pp +2.3 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 51.6 17.8% 4 -1.3 pp -1.4 pp +0.8 pp +17.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 51.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 51.1 36.7% 4 +31.5 pp +33.2 pp +35.3 pp +36.7 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 50.8 5.6% 4 -4.4 pp -4.6 pp -4.0 pp +5.6 pp
Whelan Financial CIK 0001894921 0.754 101 50.6 15.7% 4 -0.9 pp -1.2 pp -2.5 pp +15.7 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 47.9 2.7% 5 -0.7 pp -1.5 pp -2.0 pp -1.8 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 46.3 5.0% 4 -0.4 pp -0.5 pp -0.4 pp +5.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 44.5 4.5% 4 -0.1 pp -0.5 pp -0.5 pp +4.5 pp
Main Management LLC CIK 0001583092 0.804 95 44.2 3.2% 4 -0.3 pp -0.3 pp -0.9 pp +3.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 42.5 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 41.9 0.5% 4 -0.0 pp +0.0 pp +0.2 pp +0.5 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 40.8 1.4% 3 +0.1 pp +0.4 pp +1.4 pp +1.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verde Capital Management CIK 0001802891 0.578 80 39.4 8.4% 4 +0.1 pp +0.1 pp +0.1 pp +8.4 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 37.8 2.8% 4 -0.1 pp +0.0 pp -0.1 pp +2.8 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 37.5 9.9% 4 -0.4 pp -0.3 pp -0.2 pp +9.9 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 36.9 5.1% 4 -0.4 pp -0.8 pp -1.0 pp +5.1 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 36.7 2.8% 4 -0.3 pp -1.0 pp -0.6 pp +2.8 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 36.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 36.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
EdgeRock Capital LLC CIK 0001908378 0.652 134 36.2 9.8% 4 -0.6 pp -0.6 pp +3.3 pp +9.8 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 35.9 6.4% 4 +0.2 pp +0.2 pp +0.5 pp +6.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 35.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 35.6 3.5% 4 -0.2 pp -0.2 pp -0.1 pp +3.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 35.6 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 35.0 1.9% 4 -0.0 pp +0.1 pp +0.2 pp +1.9 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 35.0 3.3% 4 -1.0 pp -1.2 pp -1.1 pp +3.3 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 34.9 1.7% 4 -0.2 pp -0.4 pp -0.5 pp +1.7 pp
360 Financial, Inc. CIK 0001802324 0.654 85 34.1 10.3% 4 -0.5 pp -0.5 pp +0.7 pp +10.3 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 34.0 4.9% 3 +0.2 pp +0.1 pp +4.9 pp +4.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 33.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 33.7 2.2% 4 -0.0 pp -1.9 pp -4.4 pp +2.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 33.7 1.1% 4 +0.7 pp +0.8 pp +0.8 pp +1.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 33.6 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 33.2 4.3% 4 -0.3 pp -0.3 pp -0.5 pp +4.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 32.3 0.3% 4 +0.1 pp -0.4 pp +0.2 pp +0.3 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 32.1 8.5% 4 -0.7 pp -0.5 pp +0.6 pp +8.5 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 31.9 7.3% 4 -0.5 pp -0.7 pp -0.6 pp +7.3 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 31.7 3.8% 4 -0.2 pp -0.2 pp +0.1 pp +3.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 30.2 1.8% 4 -0.1 pp +0.1 pp +0.2 pp +1.8 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 29.6 5.5% 6 +4.9 pp +5.2 pp +5.2 pp +5.3 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 29.1 4.8% 4 -0.1 pp +0.1 pp +0.3 pp +4.8 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 28.9 3.4% 2 -2.3 pp +3.4 pp -1.8 pp +3.4 pp
Hudock, Inc. CIK 0001543536 0.674 217 28.9 4.2% 4 +0.2 pp +0.3 pp +0.5 pp +4.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 28.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 28.7 8.1% 4 -0.7 pp -1.6 pp -1.2 pp +8.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 28.4 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 28.2 5.6% 4 -0.5 pp -1.3 pp -2.2 pp +5.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 28.0 11.8% 4 -0.5 pp -0.8 pp +11.7 pp +11.8 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 27.9 4.1% 4 -0.3 pp +0.0 pp -0.4 pp +4.1 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 27.9 18.9% 4 -1.6 pp +0.3 pp -0.8 pp +18.9 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 26.8 6.6% 4 -0.1 pp -0.4 pp -1.1 pp +6.6 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 26.7 0.4% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.5 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 26.5 9.6% 4 +0.2 pp +0.8 pp +0.3 pp +9.6 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 26.3 1.4% 4 +0.3 pp +0.4 pp +1.3 pp +1.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 26.3 1.8% 4 -0.5 pp -0.5 pp -0.2 pp +1.8 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 26.3 3.9% 4 -0.1 pp +0.3 pp +0.1 pp +3.9 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 26.2 0.7% 4 -0.1 pp +0.0 pp +0.1 pp +0.7 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 25.8 3.1% 4 +2.7 pp +2.7 pp +2.7 pp +3.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 25.7 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Apriem Advisors CIK 0001425165 0.679 182 25.6 2.4% 4 -0.4 pp -0.4 pp -0.4 pp +2.4 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 25.5 12.5% 4 -0.6 pp -1.1 pp -1.8 pp +12.5 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 25.3 10.4% 6 -0.8 pp -0.6 pp +1.4 pp +1.2 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 25.3 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 24.3 9.0% 4 +4.5 pp +4.2 pp +4.9 pp +9.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 23.5 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 23.4 6.4% 3 +1.8 pp +0.8 pp +6.4 pp +6.4 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 23.1 4.2% 4 +0.2 pp +0.3 pp +0.1 pp +4.2 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 22.9 5.6% 4 -0.1 pp -0.1 pp -0.7 pp +5.6 pp
BOKF, NA CIK 0000009634 0.752 1160 22.8 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 22.7 4.0% 5 -0.6 pp -0.8 pp -2.1 pp +1.5 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 22.5 5.3% 4 -0.9 pp -0.8 pp -0.4 pp +5.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 22.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 22.3 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 22.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 22.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 21.8 2.9% 4 -0.1 pp +0.0 pp +0.1 pp +2.9 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 21.6 3.5% 4 +2.7 pp +2.7 pp +2.7 pp +3.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 21.4 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 20.2 11.4% 4 +1.3 pp +1.6 pp +11.4 pp +11.4 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 19.5 1.1% 4 -0.2 pp -0.3 pp -0.4 pp +1.1 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 19.5 3.0% 3 -0.1 pp -1.3 pp +3.0 pp +3.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 19.2 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 18.8 3.0% 4 +0.0 pp +0.4 pp +0.6 pp +3.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 18.8 0.1% 4 -0.3 pp -0.3 pp -0.6 pp +0.1 pp
Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 18.4 9.2% 4 -0.4 pp -0.7 pp -0.3 pp +9.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 18.4 1.5% 4 -0.1 pp +0.7 pp +0.7 pp +1.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 18.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.3 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 18.2 2.6% 4 +0.9 pp +1.3 pp +1.6 pp +2.6 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 18.1 0.4% 4 -0.6 pp -0.6 pp -0.5 pp +0.4 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 18.1 9.0% 4 -0.2 pp -0.4 pp +0.5 pp +9.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 18.0 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 18.0 1.9% 4 -0.0 pp +0.0 pp +0.0 pp +1.9 pp
Sepio Capital, LP CIK 0001751412 0.794 346 17.6 1.0% 4 +0.0 pp +0.0 pp +0.3 pp +1.0 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 17.5 5.1% 2 +4.9 pp +5.1 pp +5.1 pp +5.1 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 17.4 3.2% 4 +0.1 pp -0.6 pp -0.6 pp +3.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 17.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Clark Wealth Partners CIK 0002107657 0.535 571 17.0 11.4% 5 -0.8 pp -0.8 pp -0.5 pp +5.8 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 17.0 10.9% 4 +0.7 pp +2.6 pp +2.5 pp +10.9 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 16.7 7.1% 4 -0.1 pp -0.2 pp -0.2 pp +7.1 pp
Forge Financial Services LLC CIK 0002055357 0.958 36 16.3 1.6% 4 -5.8 pp -6.1 pp -9.2 pp +1.6 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 15.8 2.5% 4 -0.0 pp -0.0 pp +0.6 pp +2.5 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 15.8 2.0% 4 -1.1 pp -1.7 pp -1.6 pp +2.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 15.7 1.3% 4 -0.2 pp -0.3 pp -0.3 pp +1.3 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 15.4 2.9% 4 +0.1 pp +0.2 pp +0.3 pp +2.9 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 14.9 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 14.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 14.4 4.9% 3 +0.6 pp +1.8 pp +4.9 pp +4.9 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 14.3 3.7% 4 +0.5 pp +0.9 pp +1.0 pp +3.7 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.2 0.5% 4 -0.2 pp -0.1 pp -0.2 pp +0.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 14.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 13.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 13.7 5.9% 4 -0.4 pp -0.2 pp +0.1 pp +5.9 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 13.6 5.7% 3 -0.4 pp +1.6 pp +5.7 pp +5.7 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 13.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 13.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 13.2 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 13.0 9.1% 5 +0.0 pp +0.1 pp +2.6 pp +3.2 pp
Petix & Botte Co CIK 0001803255 0.507 144 12.9 2.9% 4 +0.2 pp +0.5 pp +0.8 pp +2.9 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.9 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CAP Partners, LLC CIK 0002006870 0.188 155 12.7 7.2% 4 -0.5 pp -0.4 pp -0.5 pp +7.2 pp
Roundview Capital LLC CIK 0001476804 0.530 349 12.7 0.8% 4 -0.0 pp +0.0 pp +0.1 pp +0.8 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 12.6 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 12.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 12.2 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 12.1 1.2% 4 +0.6 pp +0.8 pp +1.0 pp +1.2 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 11.9 3.3% 4 -0.6 pp -1.2 pp -1.3 pp +3.3 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 11.9 5.2% 6 +0.1 pp +0.4 pp +0.7 pp +5.1 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 11.8 3.1% 4 +0.1 pp +0.3 pp +0.6 pp +3.1 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 11.8 1.9% 4 -0.1 pp +0.0 pp +0.7 pp +1.9 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 11.7 1.0% 4 +0.2 pp +0.3 pp +0.5 pp +1.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 11.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
URS Advisory LLC CIK 0002111352 0.462 61 11.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 11.6 0.8% 4 +0.1 pp +0.2 pp +0.7 pp +0.8 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 11.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 11.5 4.2% 4 -0.0 pp -0.0 pp +0.2 pp +4.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Baring Financial LLC CIK 0002052588 0.395 83 11.4 7.0% 4 -0.5 pp +5.4 pp +5.6 pp +7.0 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 11.1 6.8% 3 -0.3 pp -0.1 pp +6.8 pp +6.8 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 11.0 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 11.0 7.5% 4 +0.5 pp +0.3 pp +0.6 pp +7.5 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 10.9 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Retirement Management Systems Inc. CIK 0002110516 0.643 55 10.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 10.7 4.5% 4 +0.7 pp +1.0 pp +1.1 pp +4.5 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 10.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 10.5 1.8% 4 +0.0 pp +0.3 pp +0.1 pp +1.8 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 10.5 6.0% 4 -0.3 pp -0.5 pp -0.5 pp +6.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 10.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 10.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Prota Financial, LLC CIK 0002126257 0.258 70 10.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 10.1 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 10.1 1.7% 4 -0.5 pp -2.2 pp -2.1 pp +1.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 10.0 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Solitude Financial Services CIK 0001839890 0.859 41 10.0 3.0% 3 -0.0 pp +0.4 pp +3.0 pp +3.0 pp
Congress Park Capital LLC CIK 0001730945 0.380 134 9.7 3.0% 4 +0.1 pp +0.5 pp +1.3 pp +3.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 9.6 5.7% 4 -4.0 pp -3.8 pp -2.9 pp +5.7 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 9.5 4.0% 4 +0.0 pp +0.1 pp +0.4 pp +4.0 pp
HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 9.5 10.0% 4 +1.1 pp +1.4 pp +1.0 pp +10.0 pp
GERBER, LLC CIK 0002014164 0.601 96 9.4 5.3% 4 +0.8 pp +2.5 pp +2.9 pp +5.3 pp
BARINGS LLC CIK 0000009015 0.845 191 9.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 9.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 9.2 4.5% 4 +2.0 pp +3.9 pp +4.0 pp +4.5 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 9.2 0.5% 4 -0.2 pp +0.4 pp +0.4 pp +0.5 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 9.1 2.8% 4 -0.2 pp -0.6 pp -0.7 pp +2.8 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 9.0 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
Capital Developers, LLC CIK 0002105385 0.523 52 9.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 8.9 5.2% 4 +0.3 pp +0.2 pp +0.0 pp +5.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 8.9 4.5% 4 +4.3 pp +4.4 pp +4.4 pp +4.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 8.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 8.1 0.9% 4 -0.1 pp -0.1 pp +0.0 pp +0.9 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 8.1 5.5% 4 -1.1 pp -2.0 pp -1.5 pp +5.5 pp
HT Partners LLC CIK 0001552999 0.865 53 8.0 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 8.0 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 8.0 2.3% 4 -0.2 pp -0.3 pp -0.2 pp +2.3 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 7.9 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raub Brock Capital Management LP CIK 0001554656 0.394 45 7.7 2.0% 4 +0.2 pp +0.3 pp +0.4 pp +2.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 7.7 0.5% 4 -0.0 pp +0.1 pp -1.6 pp +0.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 7.5 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 7.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
New Perspectives, Inc CIK 0001909565 0.875 49 7.3 2.5% 4 +0.2 pp +0.1 pp +0.3 pp +2.5 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 7.3 0.3% 4 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 7.2 1.5% 4 +1.4 pp +1.4 pp +1.4 pp +1.5 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.1 0.4% 4 -0.6 pp -0.2 pp -1.3 pp +0.4 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 7.1 4.0% 4 -0.2 pp -0.4 pp -0.4 pp +4.0 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 7.1 4.9% 4 +0.1 pp +0.4 pp +0.7 pp +4.9 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 7.0 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealth Group Ltd CIK 0002010748 0.858 95 6.9 1.6% 4 +0.2 pp +1.1 pp +1.2 pp +1.6 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 6.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.9 0.3% 4 +0.0 pp -0.3 pp -0.1 pp +0.3 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 6.8 3.0% 4 +0.0 pp +0.4 pp +0.5 pp +3.0 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 6.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 6.7 4.3% 4 -0.0 pp -0.1 pp -0.1 pp +4.3 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 6.7 1.9% 4 +0.0 pp +0.2 pp +0.5 pp +1.9 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.6 0.8% 4 -0.3 pp -0.1 pp -0.1 pp +0.8 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.5 1.6% 3 -0.3 pp -0.3 pp +1.6 pp +1.6 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 6.4 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 6.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 6.4 4.2% 4 -0.1 pp +0.2 pp +0.4 pp +4.2 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 6.3 1.8% 2 -3.3 pp +1.8 pp -6.2 pp +1.8 pp
Appalachian Capital Management Ltd CIK 0002111450 0.731 43 6.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.0 1.4% 4 -0.1 pp -0.2 pp -0.1 pp +1.4 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
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 6.0 1.3% 4 +0.1 pp -0.2 pp -0.1 pp +1.3 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Eddie Patel Inc CIK 0002078760 0.019 127 5.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 5.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 5.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 5.8 1.4% 4 +0.5 pp +0.6 pp +0.9 pp +1.4 pp
Prism Advisors, Inc. CIK 0001717027 0.597 77 5.8 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.7 0.2% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.7 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 5.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.6 0.8% 4 +0.5 pp +0.6 pp +0.6 pp +0.8 pp
Maia Wealth LLC CIK 0002010858 0.212 354 5.6 1.0% 4 +0.2 pp +0.5 pp +0.6 pp +1.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lynch Investment Planning, LLC CIK 0002110354 0.596 56 5.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 5.5 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 5.5 2.5% 4 -0.6 pp -0.9 pp -0.8 pp +2.5 pp
Graney & King, LLC CIK 0002051568 0.377 383 5.4 2.9% 4 -0.4 pp -0.6 pp -0.1 pp +2.9 pp
GenTrust, LLC CIK 0001697110 0.832 201 5.4 0.2% 4 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 5.4 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 5.4 4.7% 3 +0.9 pp +1.0 pp +4.7 pp +4.7 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 5.3 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.2 0.4% 4 -0.6 pp -0.2 pp -0.1 pp +0.4 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 5.2 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.2 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 5.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 5.1 2.4% 4 -0.0 pp -0.2 pp -0.2 pp +2.4 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 5.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
One Capital Management, LLC CIK 0001606588 0.779 522 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.0 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 5.0 3.2% 3 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 5.0 0.4% 3 -0.6 pp +0.3 pp +0.4 pp +0.4 pp
Pearl Planning LLC CIK 0002100519 0.696 58 5.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 5.0 1.0% 4 -0.1 pp -0.0 pp -0.0 pp +1.0 pp
RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 5.0 3.2% 4 +0.2 pp +0.4 pp +0.9 pp +3.2 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 4.9 2.4% 5 -0.1 pp -0.3 pp -1.0 pp -0.8 pp
Bensler, LLC CIK 0001965941 0.354 198 4.9 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 4.9 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
Warner Group LLC CIK 0002073617 0.415 129 4.9 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 4.9 1.0% 4 -0.0 pp -0.1 pp -1.0 pp +1.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 4.8 0.8% 4 +0.7 pp +0.7 pp +0.7 pp +0.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 4.8 2.1% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 4.7 0.6% 4 -0.5 pp -0.5 pp -0.1 pp +0.6 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 4.7 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.7 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 4.6 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 4.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 4.6 1.8% 4 +0.5 pp +0.4 pp +0.3 pp +1.8 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 4.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 4.5 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 4.5 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 4.4 1.2% 4 -0.2 pp -0.2 pp -0.2 pp +1.2 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 4.4 2.6% 3 +0.5 pp +2.5 pp +2.6 pp +2.6 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 4.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 4.3 3.1% 5 -1.5 pp -1.3 pp -1.3 pp -1.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 4.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 4.1 1.3% 4 +0.6 pp +0.7 pp +0.7 pp +1.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
National Philanthropic Trust CIK 0001785342 0.575 409 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.1 1.4% 4 -0.4 pp -0.1 pp +0.2 pp +1.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 4.0 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 4.0 1.4% 4 -1.3 pp -1.9 pp -1.9 pp +1.4 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 4.0 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.9 2.1% 4 -1.5 pp -1.5 pp -1.6 pp +2.1 pp
626 Financial, LLC CIK 0001911035 0.453 126 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 3.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 3.7 1.7% 4 +0.0 pp +0.2 pp +0.2 pp +1.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.7 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 3.6 2.0% 4 +0.0 pp +0.1 pp +0.0 pp +2.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 3.6 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.5 0.6% 4 -0.3 pp -0.3 pp -0.4 pp +0.6 pp
SHUTTLEWORTH & Co CIK 0002096913 0.174 51 3.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.4 1.3% 4 -0.9 pp -1.2 pp -1.9 pp +1.3 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 3.4 2.9% 4 -0.1 pp -0.1 pp -0.0 pp +2.9 pp
COMMERCE BANK CIK 0001009076 0.853 1332 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 3.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 3.3 1.1% 6 -0.2 pp -0.0 pp -0.1 pp +0.8 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brown Financial Advisors CIK 0002035548 0.168 212 3.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.3 0.5% 4 -0.2 pp -0.2 pp -0.6 pp +0.5 pp
Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 3.3 5.9% 3 +0.3 pp +0.3 pp +5.9 pp +5.9 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 3.3 0.7% 4 -0.7 pp -0.8 pp -0.8 pp +0.7 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
AMG National Trust Bank CIK 0001388829 0.744 439 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 3.2 0.4% 4 -0.7 pp -0.4 pp -0.2 pp +0.4 pp
Alchemi Wealth, LLC CIK 0002110606 0.223 167 3.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.2 0.4% 4 -0.8 pp +0.0 pp +0.3 pp +0.4 pp
Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 3.2 3.3% 4 -0.3 pp -0.4 pp -0.1 pp +3.3 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.2 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 3.2 2.3% 3 +0.7 pp +0.9 pp +2.3 pp +2.3 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 3.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.1 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.1 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 3.1 1.3% 4 +0.0 pp -0.2 pp +1.3 pp +1.3 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 3.1 1.6% 4 +0.1 pp +0.2 pp +0.5 pp +1.6 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.0 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 3.0 0.7% 4 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 3.0 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 3.0 0.6% 4 -0.0 pp -0.1 pp +0.1 pp +0.6 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 3.0 0.7% 4 -0.0 pp -0.0 pp +0.1 pp +0.7 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 3.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 2.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 2.9 0.8% 4 -0.7 pp -0.6 pp -0.5 pp +0.8 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.9 0.2% 4 -0.2 pp -0.1 pp -0.5 pp +0.2 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.8 1.3% 4 -0.1 pp -0.1 pp +0.2 pp +1.3 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 2.8 1.1% 3 +0.0 pp +0.3 pp +1.1 pp +1.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 2.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
jvl associates llc CIK 0001915765 0.770 79 2.7 0.9% 4 -0.6 pp -0.2 pp -0.1 pp +0.9 pp
Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 2.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 2.7 0.8% 4 +0.4 pp +0.2 pp -0.2 pp +0.8 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Next Capital Management LLC CIK 0001752762 0.504 138 2.6 0.8% 4 -0.1 pp +0.1 pp +0.1 pp +0.8 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 2.6 0.9% 1 +0.9 pp +0.9 pp +0.2 pp +0.9 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.5 0.5% 4 -0.0 pp -0.1 pp +0.0 pp +0.5 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.5 0.3% 5 +0.1 pp -0.1 pp +0.0 pp -0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 2.5 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 2.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 2.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 2.5 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 2.5 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
Balentine LLC CIK 0001586678 0.932 243 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 2.4 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
Dougherty & Associates, LLC CIK 0002109295 0.475 52 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 2.4 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 2.4 0.3% 6 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NWAM LLC CIK 0001655006 0.392 684 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 2.3 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
RDA Financial Network CIK 0001774086 0.257 284 2.3 0.6% 4 +0.0 pp -0.0 pp +0.1 pp +0.6 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 2.3 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 2.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Reliant Investment Partners, LLC CIK 0002069207 0.225 126 2.3 1.9% 4 +0.0 pp +0.2 pp +0.3 pp +1.9 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 2.2 0.8% 4 -1.1 pp -1.5 pp -1.4 pp +0.8 pp
Pioneer Family Office, LLC CIK 0002135110 0.628 129 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sequent Planning LLC CIK 0002009724 0.204 269 2.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.2 1.5% 4 -0.1 pp -0.2 pp -0.4 pp +1.5 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.2 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 2.1 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 2.1 1.0% 4 +0.1 pp +0.0 pp -0.0 pp +1.0 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 2.1 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Valued Retirements, Inc. CIK 0002044874 0.206 101 2.1 2.0% 4 -0.1 pp -0.0 pp -0.0 pp +2.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CERTUITY, LLC CIK 0001800752 0.558 672 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 2.0 0.8% 4 -0.0 pp +0.1 pp +0.3 pp +0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 2.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 2.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 1.9 1.6% 4 +0.0 pp -0.0 pp -0.0 pp +1.6 pp
SFMG, LLC CIK 0001512026 0.796 334 1.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.9 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.9 0.1% 4 -0.2 pp -0.3 pp -0.3 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.9 0.6% 4 -0.1 pp -0.1 pp +0.1 pp +0.6 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.9 1.4% 4 +0.0 pp +0.1 pp +0.2 pp +1.4 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 1.9 0.7% 4 +0.2 pp +0.1 pp -0.1 pp +0.7 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 1.8 0.5% 6 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 1.8 2.4% 2 -3.3 pp +2.4 pp +2.4 pp +2.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.8 0.1% 4 -0.1 pp -0.3 pp -0.2 pp +0.1 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.142 551 1.8 0.8% 4 +0.5 pp -0.1 pp +0.7 pp +0.8 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Prostatis Group LLC CIK 0001649186 0.318 190 1.7 0.4% 6 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.7 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 1.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.6 0.6% 4 -0.1 pp +0.0 pp +0.1 pp +0.6 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.1% 4 -0.5 pp -0.6 pp -0.4 pp +0.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 1.6 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
BXM Wealth LLC CIK 0002052379 0.166 163 1.6 1.2% 4 -0.1 pp -0.3 pp -0.6 pp +1.2 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.6 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 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
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLVD Private Wealth, LLC CIK 0002079537 0.396 71 1.5 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 1.5 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 1.5 0.6% 4 -0.0 pp +0.1 pp +0.3 pp +0.6 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 1.5 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.4 1.0% 4 -0.0 pp -0.0 pp +0.2 pp +1.0 pp
Box Hill Private Wealth LLC CIK 0002094120 0.392 67 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 6 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 1.4 1.0% 4 -0.2 pp -0.4 pp -0.4 pp +1.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.4 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 1.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.4 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 1.3 0.4% 4 -3.2 pp -3.6 pp -0.7 pp +0.4 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 1.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
SFM, LLC CIK 0002064225 0.427 69 1.3 0.8% 6 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 1.3 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.3% 2 -0.0 pp +0.3 pp -0.1 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.3 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 1.2 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.2 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.2 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 1.2 0.3% 4 +0.2 pp +0.2 pp -0.0 pp +0.3 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 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 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.1 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.1 1.0% 4 +0.0 pp +0.3 pp +0.3 pp +1.0 pp
Clarendon Private LLC CIK 0001961628 0.221 124 1.1 0.9% 4 -0.1 pp -0.1 pp +0.6 pp +0.9 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sierra Capital LLC CIK 0001787274 0.509 228 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.1 0.7% 4 -1.1 pp -1.0 pp -0.7 pp +0.7 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.1 0.7% 5 -0.1 pp -0.1 pp -0.4 pp -0.2 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.1 0.6% 4 -0.1 pp -0.3 pp -0.2 pp +0.6 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.1 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 1.1 0.2% 4 -1.0 pp +0.0 pp -0.1 pp +0.2 pp
Abound Wealth Management CIK 0001950323 0.745 1359 1.0 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Seros Financial, LLC CIK 0002039918 0.494 66 1.0 0.7% 3 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.0 0.3% 4 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 1.0 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 1.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Line Capital, LLC / IL CIK 0002111406 0.085 75 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Range Advisory, LLC CIK 2152629 0.575 342 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 1.0 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.9 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Indivisible Partners CIK 0002098400 0.368 637 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.9 0.4% 4 -0.1 pp -0.0 pp -0.5 pp +0.4 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 0.9 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.9 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.9 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.9 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.8 0.4% 4 +0.1 pp +0.0 pp +0.1 pp +0.4 pp
Well Done, LLC CIK 0001667132 0.522 202 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Blue Water Asset Management CIK 0002033384 0.650 108 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 0.8 0.6% 4 -0.1 pp -0.0 pp +0.1 pp +0.6 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 0.8 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.8 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Dedeker Financial LLC CIK 0002113408 0.173 55 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.8 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 0.8 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.8 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.8 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 0.7 0.4% 4 -0.0 pp -0.4 pp -0.5 pp +0.4 pp
MWA Asset Management CIK 0001903058 0.228 129 0.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 0.7 0.6% 4 +0.0 pp -0.0 pp +0.1 pp +0.6 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.7 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGP FRANKLIN, LLC CIK 0002056566 0.170 93 0.7 0.4% 4 +0.0 pp +0.0 pp -0.7 pp +0.4 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.7 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.7 0.8% 4 -0.7 pp -0.8 pp -0.9 pp +0.8 pp
Braeburn Wealth Management LLC CIK 0002111759 0.246 99 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.7 0.3% 5 -0.5 pp -0.5 pp -0.5 pp -0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.7 0.4% 4 -0.8 pp -0.9 pp -0.5 pp +0.4 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 0.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.7 0.3% 4 -0.2 pp -0.5 pp -0.6 pp +0.3 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.2% 4 -0.0 pp -0.8 pp +0.0 pp +0.2 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.6 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.6 0.3% 4 +0.0 pp -0.3 pp -0.1 pp +0.3 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 0.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.6 1.2% 1 +1.2 pp +0.3 pp +0.6 pp +1.2 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Breachway Investments LLC CIK 0002106661 0.032 74 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.5 0.3% 4 -0.3 pp -0.2 pp +0.0 pp +0.3 pp
DUTCH ASSET Corp CIK 0002115141 0.318 115 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KWB Wealth CIK 0001822236 0.452 169 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 0.5 0.2% 4 -10.7 pp -10.7 pp -13.2 pp +0.2 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 4 -1.0 pp -0.9 pp -0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reflection Asset Management CIK 0002108398 0.101 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp -0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.2% 6 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.4 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.4 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 0.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.4 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Expressive Wealth LLC CIK 0002026980 0.120 133 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.1% 2 -0.2 pp +0.1 pp -0.4 pp +0.1 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Share Andrew L. CIK 0001693672 0.855 19 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.3 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 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATTERS CAPITAL LLC CIK 0002110838 0.153 75 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Thayer Partners, LLC / MA CIK 0002010185 0.568 100 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.3 0.0% 1 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.3 0.0% 2 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 0.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 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
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.2 0.1% 4 -0.3 pp -0.5 pp -0.4 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 4 -0.0 pp +0.1 pp -0.3 pp +0.1 pp
IRON Financial LLC CIK 0001595509 0.376 151 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Entelevest, LLC CIK 0002109595 0.254 112 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vines Capital Management, LLC CIK 0002110678 0.386 90 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.2 0.0% 4 -0.7 pp -0.4 pp -0.4 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
RM Financial Services, LLC CIK 0002109852 0.299 79 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.2 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 4 -0.0 pp -0.0 pp -0.5 pp +0.1 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.2 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.2 0.0% 2 -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
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 4 -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
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.2% 4 -3.8 pp -6.4 pp -6.8 pp +0.2 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.1 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 4 -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 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 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
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 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 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 0.1 0.0% 4 -4.3 pp -5.0 pp -4.6 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 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
Gould Capital, LLC CIK 0001908965 0.411 217 0.1 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robbins Farley CIK 0001847820 0.257 157 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 2 +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
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.646 360 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.0% 5 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 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
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 -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
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 2 -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% 2 -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
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 -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
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 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
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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 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% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
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
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 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
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 -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
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +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
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 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% 4 -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
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
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 4 -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
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
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -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
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
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
Midway Capital Research & Management CIK 0002115416 0.312 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 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
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 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
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 5 -18.2 pp -18.5 pp -23.6 pp -22.3 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -4.8 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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 -5.1 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 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
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.2 pp -0.2 pp -0.6 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -3.5 pp -3.6 pp -3.6 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
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
Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 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
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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp -0.7 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 -1.0 pp -0.1 pp -0.1 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 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 -0.0 pp -0.0 pp -0.0 pp
PIER 88 INVESTMENT PARTNERS LLC CIK 0001697366 0.213 110 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Birch Capital Management, LLC CIK 0001799859 0.374 79 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 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.2 pp -0.5 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
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 0.0 0.0% 0 -0.3 pp -1.0 pp -1.0 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 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 -1.2 pp -0.6 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 -0.0 pp -0.0 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 -1.0 pp +0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 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 -0.6 pp -0.6 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 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 -0.4 pp -0.3 pp -0.2 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -3.7 pp -3.8 pp -3.8 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 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
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 -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% 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 -3.5 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
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 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
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -5.9 pp -5.4 pp -5.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -3.2 pp -0.9 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -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% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 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 -0.9 pp -0.9 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp -5.5 pp +0.0 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 0.0 0.0% 0 -14.6 pp -17.6 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -2.0 pp -2.0 pp -2.1 pp -1.3 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.2 pp -1.8 pp -1.7 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -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% 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
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -3.7 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 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
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -1.3 pp -1.2 pp -1.3 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
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -1.6 pp -1.6 pp -1.5 pp +0.0 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 0.0 0.0% 0 -0.1 pp +0.0 pp -18.3 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 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
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 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 +0.0 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
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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 -0.5 pp -0.5 pp -0.5 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
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smart Money Group LLC CIK 0001728866 0.774 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 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 +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 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 -0.3 pp +0.0 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.3 pp -0.5 pp -0.2 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
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp -20.0 pp -5.6 pp +0.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 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
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -4.2 pp -2.7 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 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 -0.1 pp -0.6 pp -0.3 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 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 -0.2 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -2.3 pp -2.9 pp -2.7 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 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 -1.5 pp -1.2 pp -0.8 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 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 +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 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 QQQM). Qtrs Held counts distinct quarters this fund has actually held QQQM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQQM position size. Δ columns are the percentage-point change in QQQM'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