Signals

RSP

2209 in-universe funds with a nonzero position in RSP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#119
Score / z1.699 / 2.40
Consensus656.44 over 1326 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+65% / 4.9d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 6,004.7 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 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 4,176.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,240.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,943.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,882.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1,625.5 3.6% 3 +0.4 pp +0.6 pp +3.6 pp +3.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,268.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,051.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 1,047.8 47.9% 1 +47.9 pp +30.5 pp +33.0 pp +47.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 820.7 3.5% 3 +0.5 pp +0.4 pp +3.5 pp +3.5 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 726.4 13.3% 3 +0.5 pp +2.4 pp +13.3 pp +13.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 708.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 685.7 3.5% 3 +0.1 pp +1.5 pp +3.5 pp +3.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 680.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 592.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 528.3 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 471.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 444.5 1.6% 3 -0.8 pp -1.0 pp +1.6 pp +1.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 433.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 376.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 359.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 358.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 355.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 340.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 327.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 311.4 3.4% 3 -1.1 pp -0.4 pp +3.4 pp +3.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 291.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 274.9 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 270.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 256.3 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 255.2 15.7% 3 -0.5 pp -1.5 pp +15.7 pp +15.7 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 234.2 4.8% 3 +4.6 pp +4.5 pp +4.8 pp +4.8 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 224.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 218.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freedom Together Foundation CIK 0002002798 0.960 2 210.7 26.7% 3 +2.8 pp +2.2 pp +26.7 pp +26.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 209.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 205.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 200.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 186.3 0.7% 3 +0.7 pp +0.6 pp +0.7 pp +0.7 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 164.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 153.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trust Co of Tennessee CIK 0002025098 0.942 8 152.8 30.4% 3 -0.8 pp -0.0 pp +30.4 pp +30.4 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 150.7 1.9% 3 -0.0 pp -1.7 pp +1.9 pp +1.9 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 147.1 18.0% 3 -0.0 pp -6.6 pp +18.0 pp +18.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 145.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 144.9 7.8% 3 -0.1 pp -0.2 pp +7.8 pp +7.8 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 135.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 130.9 1.1% 3 +0.5 pp +0.8 pp +1.1 pp +1.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 130.5 1.6% 3 -0.0 pp +0.1 pp +1.6 pp +1.6 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 128.2 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 121.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Schusterman Interests, LLC CIK 0001857024 0.656 9 119.7 27.4% 3 +0.3 pp -5.8 pp +27.4 pp +27.4 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 114.9 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 114.3 1.2% 3 +0.4 pp +1.1 pp +1.2 pp +1.2 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 113.7 2.6% 3 +2.0 pp +2.0 pp +2.6 pp +2.6 pp
Bell Bank CIK 0001002672 0.895 195 112.5 4.8% 3 +2.4 pp +2.4 pp +4.8 pp +4.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 111.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 111.1 5.0% 3 -0.0 pp -0.5 pp +5.0 pp +5.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 110.8 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 108.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 106.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 105.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Cercano Management LLC CIK 0001936416 0.054 133 102.4 3.9% 3 -0.7 pp -0.2 pp +3.9 pp +3.9 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 100.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Moment Partners, LLC CIK 0002055889 0.716 101 99.5 20.5% 3 +3.5 pp +3.1 pp +20.5 pp +20.5 pp
Endurance Services Ltd CIK 0002011025 0.942 8 97.9 17.3% 2 +1.1 pp +17.3 pp +17.3 pp +17.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 93.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 92.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 92.6 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 90.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 89.6 10.1% 3 -2.9 pp -3.8 pp +10.1 pp +10.1 pp
Vanderbilt University CIK 0001825985 0.404 74 89.5 15.3% 3 +0.6 pp -0.6 pp +15.3 pp +15.3 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 87.9 5.7% 3 -0.1 pp -0.1 pp +5.7 pp +5.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 87.6 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 86.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 85.6 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 84.9 7.3% 3 +1.8 pp +2.7 pp +7.3 pp +7.3 pp
Naman Capital Ltda CIK 0001946136 0.408 11 82.0 23.1% 3 -3.1 pp -5.9 pp +23.1 pp +23.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 81.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 80.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 78.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 75.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 72.9 8.7% 3 -0.1 pp -0.5 pp +8.7 pp +8.7 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 72.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 72.4 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 71.9 2.3% 4 -0.1 pp -0.2 pp -0.3 pp +2.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 70.0 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 68.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 68.0 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 68.0 2.8% 3 +0.0 pp -0.0 pp +2.8 pp +2.8 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 67.6 9.1% 3 +0.6 pp +0.5 pp +9.1 pp +9.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 67.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 66.4 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Spider Management Company, LLC CIK 0001791621 0.712 5 65.7 29.3% 3 -0.3 pp +5.7 pp +29.3 pp +29.3 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 65.6 8.4% 3 +0.1 pp -0.7 pp +8.4 pp +8.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 64.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 64.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
First Western Trust Bank CIK 0001513189 0.923 215 63.8 3.1% 3 +0.1 pp +0.5 pp +3.1 pp +3.1 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 62.9 6.5% 3 -0.9 pp -1.1 pp +6.5 pp +6.5 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 62.1 19.0% 3 +9.3 pp +6.8 pp +19.0 pp +19.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 60.7 0.8% 3 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 59.7 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 58.8 2.1% 3 +1.1 pp +1.5 pp +2.1 pp +2.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 58.4 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
&PARTNERS CIK 0000107136 0.806 2509 58.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 57.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 57.3 5.5% 3 -0.0 pp +0.7 pp +5.5 pp +5.5 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 56.5 14.4% 3 +13.0 pp +8.7 pp +14.4 pp +14.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 56.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
One Day In July LLC CIK 0001823172 0.854 167 56.2 4.6% 3 +0.3 pp +0.8 pp +4.6 pp +4.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 55.9 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 55.3 2.1% 3 -0.3 pp -0.1 pp +2.1 pp +2.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 53.7 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 53.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 53.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 51.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 51.9 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 51.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 50.3 7.1% 3 +0.2 pp +0.0 pp +7.1 pp +7.1 pp
Creative Planning CIK 0001540235 0.979 4196 50.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 49.8 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 49.7 4.9% 3 +1.9 pp +2.1 pp +4.9 pp +4.9 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 49.1 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 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 48.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 48.6 7.9% 3 +0.0 pp -0.2 pp +7.9 pp +7.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 47.1 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 47.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 46.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 45.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 44.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 44.5 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 44.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 44.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 43.6 5.7% 3 +0.3 pp +0.4 pp +5.7 pp +5.7 pp
Activest Wealth Management CIK 0001883134 0.526 1477 43.1 8.1% 3 -0.9 pp -2.6 pp +8.1 pp +8.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 42.3 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
Joule Financial, LLC CIK 0001929070 0.731 116 42.2 12.7% 3 -0.0 pp -0.3 pp +12.7 pp +12.7 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 41.9 9.5% 4 -0.6 pp -3.2 pp -3.4 pp +9.5 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 41.8 8.1% 2 +0.5 pp +8.1 pp -0.2 pp +8.1 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 41.8 3.4% 3 -0.2 pp +0.4 pp +3.4 pp +3.4 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 39.8 24.3% 3 +2.9 pp +2.3 pp +24.3 pp +24.3 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 39.1 0.6% 3 -0.2 pp +0.4 pp +0.6 pp +0.6 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 38.8 3.9% 3 -0.1 pp -0.4 pp +3.9 pp +3.9 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 38.7 16.3% 3 +0.4 pp +14.0 pp +16.3 pp +16.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 38.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 38.4 7.0% 3 -0.2 pp -0.5 pp +7.0 pp +7.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 37.9 7.7% 3 -0.2 pp -0.6 pp +7.7 pp +7.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 37.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 37.7 6.1% 3 +0.0 pp -0.1 pp +6.1 pp +6.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 37.4 7.1% 3 +0.7 pp -0.6 pp +7.1 pp +7.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 37.3 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 37.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 37.2 2.6% 3 -0.2 pp -0.3 pp +2.6 pp +2.6 pp
VICUS CAPITAL CIK 0001544806 0.660 268 36.9 2.8% 3 +0.0 pp +0.0 pp +2.8 pp +2.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 36.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 36.8 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 36.8 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 36.7 4.3% 3 -0.3 pp -0.5 pp +4.3 pp +4.3 pp
Bangor Savings Bank CIK 0001352675 0.827 543 36.4 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 36.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 36.1 0.9% 3 -0.4 pp +0.2 pp +0.9 pp +0.9 pp
Main Management LLC CIK 0001583092 0.804 95 35.9 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 34.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 34.8 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 34.6 1.2% 3 +0.0 pp -0.8 pp +1.2 pp +1.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 34.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 33.6 8.2% 3 +0.0 pp -0.4 pp +8.2 pp +8.2 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 33.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 32.9 13.9% 3 +9.3 pp +9.3 pp +13.9 pp +13.9 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 32.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Financially Speaking Inc CIK 0002040901 0.000 103 31.5 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 31.5 6.8% 3 -0.1 pp -0.2 pp +6.8 pp +6.8 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 30.9 10.8% 3 +0.0 pp -0.0 pp +10.8 pp +10.8 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 30.6 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 30.5 3.8% 3 -0.5 pp -1.5 pp +3.8 pp +3.8 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 30.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 30.4 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 30.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 30.3 2.9% 3 -0.4 pp -0.4 pp +2.9 pp +2.9 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 30.3 6.8% 3 -0.1 pp -0.1 pp +6.8 pp +6.8 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 30.3 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 30.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 30.0 9.9% 3 +0.2 pp +0.0 pp +9.9 pp +9.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 29.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 29.7 0.9% 3 +0.7 pp +0.7 pp +0.9 pp +0.9 pp
Sachem Head Capital Management LP CIK 0001582090 0.459 19 29.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 29.2 22.5% 2 -2.4 pp +22.5 pp +22.5 pp +22.5 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 29.1 4.7% 3 +0.4 pp +0.1 pp +4.7 pp +4.7 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 29.1 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 28.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 28.7 9.4% 3 -0.2 pp -0.8 pp +9.4 pp +9.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 28.7 2.1% 3 -0.0 pp -1.1 pp +2.1 pp +2.1 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 28.7 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
FMR LLC CIK 0000315066 0.989 5571 28.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 28.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
LTG Capital LLC CIK 0001936987 0.796 24 28.4 22.1% 3 +5.3 pp +4.8 pp +22.1 pp +22.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 28.3 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
PJT Investments Corp. CIK 0002080606 0.573 10 28.2 16.5% 2 +0.8 pp +16.5 pp +16.5 pp +16.5 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 28.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 27.8 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 27.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 27.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 27.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 26.9 7.8% 3 -1.0 pp -1.4 pp +7.8 pp +7.8 pp
MATAURO, LLC CIK 0002052964 0.684 158 26.9 4.0% 3 +0.3 pp -0.1 pp +4.0 pp +4.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 26.4 5.2% 3 -0.4 pp +0.3 pp +5.2 pp +5.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 26.3 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 26.2 2.0% 5 -2.5 pp -3.0 pp -2.1 pp -4.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 25.9 7.0% 3 +0.1 pp -0.4 pp +7.0 pp +7.0 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 25.9 11.3% 3 +0.3 pp +0.4 pp +11.3 pp +11.3 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 25.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 25.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 25.4 13.9% 3 -0.1 pp -0.2 pp +13.9 pp +13.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 24.4 3.3% 3 -0.2 pp -0.9 pp +3.3 pp +3.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 24.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 24.3 8.1% 3 -0.1 pp -0.3 pp +8.1 pp +8.1 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 24.3 7.4% 3 +0.2 pp -1.7 pp +7.4 pp +7.4 pp
McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 24.2 18.4% 3 +2.9 pp -0.2 pp +18.4 pp +18.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 24.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 24.2 2.0% 3 -0.1 pp -0.4 pp +2.0 pp +2.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 24.0 3.4% 3 +0.0 pp -0.1 pp +3.4 pp +3.4 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 23.8 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 23.6 8.4% 3 +0.0 pp -0.2 pp +8.4 pp +8.4 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 23.2 3.1% 3 -0.8 pp -1.8 pp +3.1 pp +3.1 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 23.2 5.2% 3 +0.0 pp +0.8 pp +5.2 pp +5.2 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 23.2 2.3% 3 -0.2 pp +0.2 pp +2.3 pp +2.3 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 23.1 5.3% 3 +2.2 pp +3.9 pp +5.3 pp +5.3 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 22.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 22.7 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 22.5 1.3% 3 -0.3 pp -0.3 pp +1.3 pp +1.3 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 22.4 2.4% 3 -0.1 pp -0.5 pp +2.4 pp +2.4 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 22.2 7.8% 3 +0.8 pp +0.5 pp +7.8 pp +7.8 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 22.1 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 22.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
LeConte Wealth Management, LLC CIK 0002060443 0.260 179 21.9 14.3% 3 -1.5 pp -3.4 pp +14.3 pp +14.3 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 21.8 3.0% 3 +0.4 pp +0.2 pp +3.0 pp +3.0 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 21.8 7.2% 3 +0.2 pp +0.7 pp +7.2 pp +7.2 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 21.7 4.1% 3 -0.1 pp -0.1 pp +4.1 pp +4.1 pp
Port Capital LLC CIK 0001729212 0.798 108 21.6 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 21.6 8.4% 3 -0.6 pp -0.7 pp +8.4 pp +8.4 pp
Seneca House Advisors CIK 0001731359 0.316 103 21.5 8.1% 3 -2.1 pp -5.1 pp +8.1 pp +8.1 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 21.4 5.0% 3 +1.9 pp +1.8 pp +5.0 pp +5.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 21.4 1.0% 4 +0.1 pp +0.7 pp +0.9 pp +1.0 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 21.4 9.1% 3 -1.9 pp -2.9 pp +9.1 pp +9.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 21.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 21.2 4.8% 3 -0.1 pp -0.3 pp +4.8 pp +4.8 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 21.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 20.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 20.6 13.1% 3 +3.3 pp +4.3 pp +13.1 pp +13.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 20.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 20.1 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 20.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 19.9 0.3% 2 -2.2 pp +0.3 pp +0.3 pp +0.3 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 19.7 9.4% 3 +4.7 pp +5.3 pp +9.4 pp +9.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 19.5 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 19.5 8.8% 3 -0.0 pp -0.3 pp +8.8 pp +8.8 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 19.5 9.2% 3 -0.1 pp -0.7 pp +9.2 pp +9.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 19.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 19.2 8.1% 3 +0.0 pp -0.1 pp +8.1 pp +8.1 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 19.2 4.0% 3 -0.4 pp -0.7 pp +4.0 pp +4.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 19.1 7.0% 3 +0.5 pp +0.4 pp +7.0 pp +7.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 19.0 10.7% 3 -0.3 pp -3.3 pp +10.7 pp +10.7 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 18.8 4.1% 3 -0.2 pp -0.4 pp +4.1 pp +4.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 18.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 18.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Breakwater Capital Group CIK 0001964309 0.408 374 18.7 2.6% 3 -0.1 pp -0.3 pp +2.6 pp +2.6 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 18.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 18.3 5.3% 3 +0.1 pp -0.6 pp +5.3 pp +5.3 pp
Ballast, Inc. CIK 0001730477 0.553 156 18.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 18.3 5.5% 3 -0.1 pp -0.3 pp +5.5 pp +5.5 pp
Sageworth Trust Co CIK 0001482688 0.943 127 18.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Advisor OS, LLC CIK 0001767580 0.509 586 18.2 1.5% 3 -0.0 pp -0.4 pp +1.5 pp +1.5 pp
CSS LLC/IL CIK 0001103646 0.116 766 18.2 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 18.1 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 18.0 1.0% 3 +0.0 pp -0.2 pp +1.0 pp +1.0 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 17.8 9.3% 3 +0.8 pp +0.8 pp +9.3 pp +9.3 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 17.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 17.6 4.6% 3 +0.0 pp +0.0 pp +4.6 pp +4.6 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 17.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 17.4 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 17.3 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 17.3 0.8% 3 +0.2 pp +0.0 pp +0.8 pp +0.8 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 17.3 9.5% 3 -0.2 pp -0.4 pp +9.5 pp +9.5 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 17.0 4.5% 3 +0.1 pp -0.1 pp +4.5 pp +4.5 pp
CX Institutional CIK 0001737089 0.437 1568 16.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Heritage Trust Co CIK 0001706028 0.449 313 16.9 1.7% 3 +0.3 pp +0.5 pp +1.7 pp +1.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.7 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 16.6 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 16.6 3.1% 3 -0.4 pp -2.6 pp +3.1 pp +3.1 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 16.5 4.4% 3 -3.3 pp -3.5 pp +4.4 pp +4.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 16.4 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 16.4 1.8% 3 +0.2 pp +0.1 pp +1.8 pp +1.8 pp
Forge Financial Services LLC CIK 0002055357 0.958 36 16.4 7.0% 3 -0.7 pp -4.2 pp +7.0 pp +7.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 16.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 16.3 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 16.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 16.2 9.2% 3 -2.2 pp -2.3 pp +9.2 pp +9.2 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 16.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 15.9 3.8% 3 -0.1 pp -0.2 pp +3.8 pp +3.8 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 15.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Crews Bank & Trust CIK 0002052279 0.645 662 15.7 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 15.5 4.5% 3 +4.2 pp +4.3 pp +4.5 pp +4.5 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 15.4 1.9% 3 +0.1 pp -0.0 pp +1.9 pp +1.9 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 15.3 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 15.3 8.2% 3 +0.1 pp +0.1 pp +8.2 pp +8.2 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 15.3 11.6% 3 -0.6 pp -0.6 pp +11.6 pp +11.6 pp
Advisor Resource Council CIK 0001820879 0.259 260 15.3 5.4% 3 -14.5 pp -2.0 pp +5.4 pp +5.4 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 15.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 15.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 15.0 3.1% 3 +0.2 pp +0.1 pp +3.1 pp +3.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 15.0 1.2% 3 -0.1 pp +0.4 pp +1.2 pp +1.2 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 15.0 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 14.7 10.8% 3 -0.2 pp -0.4 pp +10.8 pp +10.8 pp
Archer Investment Corp CIK 0001803804 0.301 1254 14.7 3.3% 3 +0.0 pp -0.0 pp +3.3 pp +3.3 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 14.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 14.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 14.6 3.0% 3 +0.1 pp -0.1 pp +3.0 pp +3.0 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 14.5 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Element Squared LLC CIK 0002086643 0.213 49 14.3 7.8% 2 +7.6 pp +7.8 pp +7.8 pp +7.8 pp
Caldwell Trust Co CIK 0002080218 0.488 811 14.3 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 14.2 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 14.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 14.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 14.0 4.7% 3 +0.1 pp -0.1 pp +4.7 pp +4.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 14.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 14.0 2.5% 3 +0.1 pp -0.0 pp +2.5 pp +2.5 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 13.9 3.7% 3 +0.1 pp -0.4 pp +3.7 pp +3.7 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 13.8 4.7% 3 +4.6 pp +4.6 pp +4.7 pp +4.7 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 13.7 5.6% 1 +5.6 pp -0.1 pp +5.6 pp +5.6 pp
Berman McAleer LLC CIK 0002094332 0.753 175 13.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 13.7 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 13.7 2.4% 3 +0.2 pp +0.1 pp +2.4 pp +2.4 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 13.6 2.3% 3 +0.1 pp +0.8 pp +2.3 pp +2.3 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 13.6 6.1% 3 -0.3 pp -0.4 pp +6.1 pp +6.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 13.6 1.0% 3 +0.3 pp -0.4 pp +1.0 pp +1.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 13.3 1.7% 3 +0.0 pp +0.6 pp +1.7 pp +1.7 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 13.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Sterling Manor Financial, LLC CIK 0001842015 0.520 39 13.1 8.2% 3 -0.0 pp -0.1 pp +8.2 pp +8.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 13.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allegheny Financial Group CIK 0001844148 0.553 305 12.9 1.9% 3 +0.2 pp +0.2 pp +1.9 pp +1.9 pp
Willis Investment Counsel CIK 0001310929 0.439 125 12.5 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 12.5 0.9% 3 +0.5 pp +0.5 pp +0.9 pp +0.9 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 12.5 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 12.4 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 12.1 4.0% 3 -0.1 pp +0.3 pp +4.0 pp +4.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 12.1 3.6% 3 -0.2 pp -0.5 pp +3.6 pp +3.6 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 12.1 3.6% 3 -1.0 pp -1.1 pp +3.6 pp +3.6 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 12.0 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 11.9 4.3% 2 +1.3 pp +4.3 pp +4.3 pp +4.3 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 11.8 2.8% 3 -0.2 pp -0.2 pp +2.8 pp +2.8 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 11.8 2.4% 3 -0.3 pp -0.3 pp +2.4 pp +2.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 11.7 3.7% 3 -0.0 pp +0.1 pp +3.7 pp +3.7 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 11.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 11.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
True North Advisors, LLC CIK 0001634556 0.493 291 11.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 11.6 2.3% 3 +0.2 pp -0.1 pp +2.3 pp +2.3 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Partnership Wealth Management, LLC CIK 0002010656 0.561 67 11.5 8.3% 3 +0.0 pp +3.0 pp +8.3 pp +8.3 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 11.4 3.4% 3 +0.1 pp +0.1 pp +3.4 pp +3.4 pp
Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 11.4 8.1% 3 +0.2 pp +0.3 pp +8.1 pp +8.1 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 11.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 11.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 11.3 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 11.2 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 11.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.2 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 11.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 11.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 11.0 2.7% 3 +0.2 pp +0.3 pp +2.7 pp +2.7 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 10.9 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 10.9 6.6% 2 +5.3 pp +6.6 pp +6.6 pp +6.6 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 10.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 10.7 3.9% 3 +0.0 pp +0.2 pp +3.9 pp +3.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 10.7 2.5% 3 -0.0 pp -0.9 pp +2.5 pp +2.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.6 1.2% 3 +0.5 pp +0.6 pp +1.2 pp +1.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 10.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 10.6 3.3% 3 +0.1 pp -0.1 pp +3.3 pp +3.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.6 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.5 2.4% 3 -0.3 pp -0.4 pp +2.4 pp +2.4 pp
Calydon Capital CIK 0001759271 0.373 277 10.5 1.8% 3 +0.6 pp -0.0 pp +1.8 pp +1.8 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 10.4 2.4% 3 -0.3 pp -0.6 pp +2.4 pp +2.4 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 10.3 6.2% 3 +0.9 pp +0.9 pp +6.2 pp +6.2 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 10.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.3 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Prism Advisors, Inc. CIK 0001717027 0.597 77 10.3 2.7% 3 +0.3 pp +0.4 pp +2.7 pp +2.7 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 10.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.1 0.6% 3 -0.7 pp -0.9 pp +0.6 pp +0.6 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 10.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 10.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 10.0 3.0% 3 -0.1 pp -0.8 pp +3.0 pp +3.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 9.9 3.6% 3 -0.4 pp -1.2 pp +3.6 pp +3.6 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 9.9 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 9.9 1.7% 3 -0.1 pp -0.4 pp +1.7 pp +1.7 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 9.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lumbard & Kellner, LLC CIK 0001602476 0.248 108 9.7 3.4% 3 +1.4 pp +1.1 pp +3.4 pp +3.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JBF Capital, Inc. CIK 0001483864 0.803 98 9.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 9.6 7.1% 3 +0.1 pp -0.1 pp +7.1 pp +7.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 9.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 9.5 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 9.5 0.1% 3 -1.9 pp -2.3 pp +0.1 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 9.4 6.8% 3 -1.1 pp -3.7 pp +6.8 pp +6.8 pp
Choate Investment Advisors CIK 0001399794 0.922 472 9.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 9.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 9.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 9.2 4.2% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 9.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 9.1 3.6% 3 +0.1 pp -1.5 pp +3.6 pp +3.6 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 9.1 5.4% 3 -3.7 pp -4.0 pp +5.4 pp +5.4 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 9.1 2.2% 3 -0.0 pp -0.2 pp +2.2 pp +2.2 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 9.1 4.2% 3 -0.6 pp -0.5 pp +4.2 pp +4.2 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 9.1 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 9.0 3.5% 3 -0.3 pp -0.4 pp +3.5 pp +3.5 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 8.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 8.9 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
Firestone Capital Management CIK 0001799964 0.602 168 8.8 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 8.8 4.0% 3 -0.1 pp -0.1 pp +4.0 pp +4.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 8.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BCWM, LLC CIK 0001542165 0.322 57 8.7 2.6% 3 +0.4 pp +0.3 pp +2.6 pp +2.6 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 8.7 4.2% 3 +0.0 pp -0.5 pp +4.2 pp +4.2 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 8.6 1.4% 3 +0.2 pp -0.0 pp +1.4 pp +1.4 pp
Members Trust Co CIK 0001677560 0.939 170 8.6 0.3% 3 -0.1 pp -3.1 pp +0.3 pp +0.3 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 8.6 1.3% 3 -0.9 pp -1.1 pp +1.3 pp +1.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 8.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 8.5 12.9% 3 +1.2 pp +0.2 pp +12.9 pp +12.9 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 8.5 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 8.5 4.2% 3 +0.3 pp +0.5 pp +4.2 pp +4.2 pp
Retireful, LLC CIK 0001919176 0.005 81 8.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.5 0.9% 3 -0.5 pp -0.6 pp +0.9 pp +0.9 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 8.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 8.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 8.2 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 8.2 2.5% 3 -5.8 pp -5.7 pp +2.5 pp +2.5 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 8.2 2.9% 3 -0.1 pp -0.3 pp +2.9 pp +2.9 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 8.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 8.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 8.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Navalign, LLC CIK 0001820593 0.504 132 8.0 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 8.0 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 7.8 3.5% 3 +0.2 pp +0.4 pp +3.5 pp +3.5 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 7.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 7.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.7 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 7.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 7.6 1.2% 3 -0.8 pp -1.4 pp +1.2 pp +1.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 7.5 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
Castellan Group CIK 0001832521 0.901 39 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 7.4 2.8% 1 +2.8 pp +2.8 pp +0.4 pp +2.8 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 7.4 2.4% 3 -0.5 pp -0.5 pp +2.4 pp +2.4 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 7.3 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 7.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 7.3 2.6% 3 -0.2 pp -0.4 pp +2.6 pp +2.6 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 7.3 1.7% 2 -0.8 pp +1.7 pp +1.7 pp +1.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 7.2 3.6% 4 -0.4 pp -0.4 pp +0.2 pp +3.6 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 7.2 2.3% 3 -0.1 pp -2.4 pp +2.3 pp +2.3 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 7.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 7.1 1.5% 3 -0.4 pp -0.5 pp +1.5 pp +1.5 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 7.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Well Done, LLC CIK 0001667132 0.522 202 7.0 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 6.9 2.8% 3 +0.1 pp +0.3 pp +2.8 pp +2.8 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 6.9 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 6.8 4.6% 3 -0.0 pp -0.0 pp +4.6 pp +4.6 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 6.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
PMG Wealth Management, Inc. CIK 0002052904 0.466 61 6.7 4.9% 3 +0.3 pp +0.2 pp +4.9 pp +4.9 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 6.7 5.0% 3 +0.1 pp +2.0 pp +5.0 pp +5.0 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 6.7 2.5% 3 -0.2 pp -0.4 pp +2.5 pp +2.5 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 6.6 5.1% 4 +0.0 pp +0.0 pp -1.8 pp +5.1 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
McHugh Group, LLC CIK 0002052657 0.526 86 6.6 3.7% 3 -0.0 pp -0.3 pp +3.7 pp +3.7 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 6.5 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 6.5 0.8% 3 -0.5 pp -0.6 pp +0.8 pp +0.8 pp
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 6.5 6.0% 2 +5.4 pp +6.0 pp +6.0 pp +6.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 6.5 2.1% 3 -0.1 pp -0.5 pp +2.1 pp +2.1 pp
FCA CORP /TX CIK 0001166402 0.236 203 6.5 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
Balefire, LLC CIK 0001750924 0.097 475 6.4 1.3% 3 +0.3 pp +0.2 pp +1.3 pp +1.3 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BOKF, NA CIK 0000009634 0.752 1160 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.4 2.4% 3 +0.5 pp +0.8 pp +2.4 pp +2.4 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 6.4 0.7% 3 -0.1 pp +0.5 pp +0.7 pp +0.7 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 6.4 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.3 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 6.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Arkos Global Advisors CIK 0001769089 0.805 124 6.3 0.8% 3 +0.1 pp +0.5 pp +0.8 pp +0.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 6.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 6.2 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 6.1 1.6% 3 -0.0 pp -0.2 pp +1.6 pp +1.6 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 6.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 6.0 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 6.0 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 6.0 3.0% 3 +0.0 pp -0.1 pp +3.0 pp +3.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 6.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 5.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 5.9 1.2% 3 -0.3 pp -0.2 pp +1.2 pp +1.2 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 5.9 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Simmons Bank CIK 0001674486 0.467 369 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 5.9 1.6% 3 -0.5 pp -0.4 pp +1.6 pp +1.6 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 5.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 5.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 5.8 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Elgethun Capital Management CIK 0001638022 0.537 174 5.8 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 5.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 5.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 5.8 1.8% 1 +1.8 pp -0.2 pp +1.8 pp +1.8 pp
INKWELL CAPITAL LLC CIK 0002050138 0.217 31 5.8 5.9% 3 +0.0 pp -0.1 pp +5.9 pp +5.9 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 5.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 5.7 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 5.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 5.7 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 5.6 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 5.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 5.6 0.9% 3 +0.3 pp +0.1 pp +0.9 pp +0.9 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 5.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 5.5 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 5.5 1.1% 3 +0.0 pp +0.4 pp +1.1 pp +1.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 5.5 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 5.5 2.1% 3 +1.7 pp +1.6 pp +2.1 pp +2.1 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.5 4.6% 5 +0.0 pp +0.1 pp -0.4 pp -0.8 pp
World Investment Advisors CIK 0001652594 0.670 1523 5.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.4 2.1% 3 +0.0 pp -0.2 pp +2.1 pp +2.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.4 2.4% 4 -0.3 pp -0.4 pp -0.6 pp +2.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 5.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
CenterStar Asset Management, LLC CIK 0001722053 0.000 50 5.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 5.3 2.4% 3 -0.1 pp -0.3 pp +2.4 pp +2.4 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 5.3 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 5.3 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 5.3 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 5.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 5.2 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 5.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 5.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 5.2 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.1 1.6% 3 -0.4 pp -0.6 pp +1.6 pp +1.6 pp
Grange Capital, LLC CIK 0002048387 0.138 54 5.1 4.9% 3 +0.0 pp -0.4 pp +4.9 pp +4.9 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.1 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 5.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 5.1 2.8% 3 -0.3 pp -0.8 pp +2.8 pp +2.8 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 5.1 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 5.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 5.0 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 5.0 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 5.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 4.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 4.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 4.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 4.8 0.9% 1 +0.9 pp +0.3 pp +0.9 pp +0.9 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 4.7 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 4.7 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 4.7 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 4.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 4.7 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.7 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 4.6 2.8% 3 +0.5 pp +0.1 pp +2.8 pp +2.8 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 4.6 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 4.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Sunpointe, LLC CIK 0002012181 0.156 281 4.6 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.6 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 4.6 3.2% 3 +0.1 pp -0.4 pp +3.2 pp +3.2 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 4.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
CVFG LLC CIK 0002050974 0.313 250 4.5 3.1% 3 -0.1 pp -0.3 pp +3.1 pp +3.1 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 4.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NDWM LLC CIK 0001818386 0.624 38 4.5 3.0% 3 +0.1 pp -1.9 pp +3.0 pp +3.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 4.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 4.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.4 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
RMR Capital Management, LLC CIK 0002032709 0.384 76 4.4 3.2% 3 +0.1 pp +0.2 pp +3.2 pp +3.2 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.4 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 4.4 0.7% 3 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 4.4 0.4% 3 -0.3 pp -0.5 pp +0.4 pp +0.4 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 4.4 1.7% 3 -0.4 pp +0.1 pp +1.7 pp +1.7 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 4.4 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 4.4 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 4.4 1.0% 3 +0.4 pp +0.8 pp +1.0 pp +1.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.3 0.1% 3 -0.4 pp -0.4 pp +0.1 pp +0.1 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 4.3 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 4.3 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 4.3 0.9% 3 -0.2 pp -0.4 pp +0.9 pp +0.9 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 4.3 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 4.3 1.6% 3 +0.0 pp -0.3 pp +1.6 pp +1.6 pp
BAILARD, INC. CIK 0000750641 0.578 763 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Prostatis Group LLC CIK 0001649186 0.318 190 4.2 1.0% 5 +0.1 pp +0.0 pp -0.5 pp -0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 4.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 4.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Curi Capital, LLC CIK 0001332905 0.548 888 4.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 4.2 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.2 1.2% 3 -0.3 pp -0.2 pp +1.2 pp +1.2 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 4.2 1.9% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 4.1 2.4% 3 +0.0 pp -0.8 pp +2.4 pp +2.4 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.1 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 4.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 4.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Hilltop National Bank CIK 0002021658 0.280 805 4.1 1.0% 2 -0.7 pp +1.0 pp +1.0 pp +1.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 4.0 2.2% 3 -0.0 pp -0.3 pp +2.2 pp +2.2 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 4.0 2.2% 3 +0.1 pp +0.0 pp +2.2 pp +2.2 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 4.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 4.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.9 1.1% 3 -0.5 pp -0.7 pp +1.1 pp +1.1 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 3.9 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 3.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 3.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
One Capital Management, LLC CIK 0001606588 0.779 522 3.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 3.9 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
Factorial Partners, LLC CIK 0001732687 0.000 1 3.9 2.6% 3 +2.3 pp +2.3 pp +2.6 pp +2.6 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 3.9 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
NWAM LLC CIK 0001655006 0.392 684 3.9 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 3.9 1.1% 4 +0.3 pp +0.3 pp +0.5 pp +1.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.8 0.5% 3 -2.3 pp -1.6 pp +0.5 pp +0.5 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 3.8 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 3.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 3.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
First PREMIER Bank CIK 0001653926 0.233 358 3.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 3.7 0.1% 3 -0.4 pp -0.4 pp +0.1 pp +0.1 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 3.7 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 3.7 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SMART Wealth LLC CIK 0002044723 0.032 222 3.7 1.1% 3 -0.0 pp +1.0 pp +1.1 pp +1.1 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 3.7 1.4% 3 +0.5 pp +1.2 pp +1.4 pp +1.4 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 3.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COWA, LLC CIK 0001844480 0.512 181 3.6 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 3.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 3.6 1.1% 3 -0.5 pp -4.7 pp +1.1 pp +1.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.6 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 3.6 1.5% 3 +0.4 pp -0.0 pp +1.5 pp +1.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 3.5 0.7% 3 +0.2 pp -0.0 pp +0.7 pp +0.7 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 3.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 3.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 3.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.335 55 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 3.4 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 3.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 3.4 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 3.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 3.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 3.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 3.2 3.3% 3 -0.3 pp +1.2 pp +3.3 pp +3.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 3.2 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 3.2 1.6% 3 -0.1 pp -2.2 pp +1.6 pp +1.6 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 3.2 1.7% 3 +0.2 pp -2.2 pp +1.7 pp +1.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 3.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 3.1 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 3.1 1.1% 3 +0.0 pp +0.4 pp +1.1 pp +1.1 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 3.1 2.7% 3 +0.9 pp +0.9 pp +2.7 pp +2.7 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 3.1 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 3.1 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
REDW Wealth LLC CIK 0001688931 0.503 104 3.1 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 3.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 3.1 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 3.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 3.0 1.4% 3 +0.2 pp +0.4 pp +1.4 pp +1.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 3.0 1.3% 3 -0.0 pp -0.3 pp +1.3 pp +1.3 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 3.0 1.7% 3 -0.0 pp -1.2 pp +1.7 pp +1.7 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 3.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 3.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 3.0 1.5% 3 +0.2 pp +0.9 pp +1.5 pp +1.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 3.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 2.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Drexel Morgan & Co. CIK 0001508512 0.808 60 2.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 2.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.8 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 2.8 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 2.8 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.8 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.8 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 2.8 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
TSFG, LLC CIK 0001800513 0.413 891 2.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 2.8 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 2.7 1.5% 3 +0.3 pp +0.5 pp +1.5 pp +1.5 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 2.7 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 2.7 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Renasant Bank CIK 0001656167 0.136 141 2.7 1.8% 3 -0.3 pp -0.4 pp +1.8 pp +1.8 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 2.7 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 2.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 2.6 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 2.6 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 2.6 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 2.6 0.7% 5 -0.4 pp -0.6 pp -0.6 pp -0.7 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 2.6 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 2.6 1.6% 4 +0.2 pp +0.2 pp +0.1 pp +1.6 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 2.6 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 2.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 2.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 2.5 0.2% 3 -0.8 pp -0.8 pp +0.2 pp +0.2 pp
TPG Advisors LLC CIK 0002033388 0.435 115 2.5 1.6% 3 +0.3 pp +1.0 pp +1.6 pp +1.6 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 2.5 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 2.5 1.2% 3 -0.2 pp -0.4 pp +1.2 pp +1.2 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 2.5 1.4% 3 -0.4 pp -0.9 pp +1.4 pp +1.4 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 2.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 2.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Valued Retirements, Inc. CIK 0002044874 0.206 101 2.4 2.3% 3 +0.0 pp +0.0 pp +2.3 pp +2.3 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 2.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 2.4 1.2% 3 +0.9 pp +0.9 pp +1.2 pp +1.2 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 2.4 1.6% 3 -0.4 pp -0.5 pp +1.6 pp +1.6 pp
ORG Partners LLC CIK 0001979372 0.288 1708 2.4 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 2.3 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 2.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
14B Captial Management LP CIK 0002009911 0.330 18 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.3 1.2% 5 +0.1 pp +0.3 pp +0.2 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 2.3 3.4% 3 +0.0 pp -0.8 pp +3.4 pp +3.4 pp
Farnam Financial LLC CIK 0002080267 0.372 53 2.3 1.7% 5 +1.3 pp +1.2 pp +1.2 pp +1.2 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 2.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
American Alpha Advisors, LLC CIK 0002041441 0.151 91 2.3 1.4% 3 +0.4 pp +0.7 pp +1.4 pp +1.4 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.3 1.5% 3 -0.5 pp -0.9 pp +1.5 pp +1.5 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 2.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 2.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 2.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.2 1.3% 4 +0.0 pp -0.1 pp -0.3 pp +1.3 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.2 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
KWB Wealth CIK 0001822236 0.453 169 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 2.2 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 2.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
LGL PARTNERS, LLC CIK 0001653202 0.783 62 2.2 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.2 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 2.2 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Arnhold LLC CIK 0001733755 0.661 113 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 2.2 0.4% 3 -0.2 pp -0.0 pp +0.4 pp +0.4 pp
Boston Partners CIK 0001386060 0.833 802 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 2.1 0.5% 3 -0.0 pp -0.4 pp +0.5 pp +0.5 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 2.1 0.2% 4 -0.1 pp -0.0 pp -2.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 2.1 1.2% 3 -0.3 pp -0.4 pp +1.2 pp +1.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 2.1 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 2.0 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 2.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 2.0 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Monument Capital Management CIK 0001729428 0.068 262 2.0 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 2.0 0.8% 1 +0.8 pp -0.1 pp +0.8 pp +0.8 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Creekside Partners CIK 0002035951 0.343 193 2.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
WEXFORD CAPITAL LP CIK 0001048462 0.411 221 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NATIXIS CIK 0001274981 0.561 1107 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 2.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 2.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 2.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 1.9 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 1.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
St. Louis Trust Co CIK 0001661144 0.000 125 1.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 1.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Highlander Partners, L.P. CIK 0001903866 0.583 44 1.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 1.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.9 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.8 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 1.8 0.0% 4 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 1.8 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Cypress Capital Group CIK 0001341748 0.370 314 1.8 0.2% 3 -0.0 pp -0.5 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 1.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Grove Bank & Trust CIK 0001662212 0.546 886 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Manske Wealth Management CIK 0002095143 0.466 226 1.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.7 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 1.7 1.2% 3 -0.1 pp +0.6 pp +1.2 pp +1.2 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Midwest Trust Co CIK 0002077080 0.757 606 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.7 1.0% 3 +0.3 pp +0.7 pp +1.0 pp +1.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 1.7 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
CORDA Investment Management, LLC. CIK 0001545812 0.557 85 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 1.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Argent Trust Co CIK 0001625292 0.533 769 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.6 1.0% 3 +0.3 pp +0.7 pp +1.0 pp +1.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.6 0.9% 3 -0.6 pp -0.3 pp +0.9 pp +0.9 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 1.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.6 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 1.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Beaton Management Co. Inc. CIK 0001714678 0.190 157 1.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.5 0.5% 3 -0.6 pp -2.9 pp +0.5 pp +0.5 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.5 0.5% 3 +0.0 pp -0.4 pp +0.5 pp +0.5 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 1.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
YANKCOM Partnership CIK 0002036975 0.405 308 1.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 1.5 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.5 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 1.5 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 1.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 1.5 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 1.5 0.6% 3 -0.1 pp -0.9 pp +0.6 pp +0.6 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.5 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 1.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
CAPITAL MANAGEMENT ASSOCIATES /NY/ CIK 0000825293 0.116 44 1.4 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 1.4 0.7% 3 -0.6 pp -0.5 pp +0.7 pp +0.7 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 1.4 0.9% 3 -4.1 pp -4.2 pp +0.9 pp +0.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 1.3 0.0% 3 -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 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Rossmore Private Capital CIK 0001733082 0.520 340 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 1.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.3 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.3 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
RDA Financial Network CIK 0001774086 0.257 284 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
360 Financial, Inc. CIK 0001802324 0.655 85 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 1.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 1.3 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avant Capital LLC CIK 0001653443 0.369 86 1.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Syverson Strege & Co CIK 0001682057 0.758 186 1.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CHARTER RESEARCH & INVESTMENT GROUP, INC. CIK 0001666624 0.334 92 1.3 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 1.3 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 1.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Financial Advisory Corp CIK 0001813369 0.897 58 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 1.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.2 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 1.2 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 1.2 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.2 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Goodman Financial Corp CIK 0001382303 0.242 73 1.2 0.2% 3 -5.6 pp -5.8 pp +0.2 pp +0.2 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sentry LLC CIK 0002004474 0.484 132 1.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 1.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 1.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.2 0.9% 4 -0.0 pp -0.2 pp -0.3 pp +0.9 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 1.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 1.1 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.1 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.1 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phraction Management LLC CIK 0001907803 0.444 65 1.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 1.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.1 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Boothe Investment Group, Inc. CIK 0001749798 0.579 38 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 1.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
JT Stratford LLC CIK 0001689013 0.376 321 1.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 1.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HT Partners LLC CIK 0001552999 0.865 53 1.1 0.3% 3 -0.0 pp -1.7 pp +0.3 pp +0.3 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NVWM, LLC CIK 0001697274 0.202 780 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 1.0 0.3% 3 -2.9 pp -2.8 pp +0.3 pp +0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 1.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 1.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 1.0 1.8% 3 +0.9 pp +0.9 pp +1.8 pp +1.8 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 1.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 1.0 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.0 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSG Advisors LLC CIK 0001995773 0.640 148 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 1.0 0.4% 3 +0.2 pp -0.0 pp +0.4 pp +0.4 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.0 0.0% 3 -0.0 pp -3.0 pp +0.0 pp +0.0 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.9 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.9 0.4% 5 -0.0 pp -0.9 pp -1.1 pp -1.2 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.371 217 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atwater Malick LLC CIK 0001769288 0.558 124 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.9 0.0% 3 -0.4 pp -1.0 pp +0.0 pp +0.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Greenfield Savings Bank CIK 0001940406 0.270 148 0.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 4 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.9 0.6% 3 -0.5 pp -0.1 pp +0.6 pp +0.6 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.9 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.9 0.4% 3 +0.0 pp -0.4 pp +0.4 pp +0.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INVESTED ADVISORS CIK 0002090165 0.104 152 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFM, LLC CIK 0002064225 0.428 69 0.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.8 0.6% 4 -0.1 pp -0.2 pp -2.9 pp +0.6 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.8 0.5% 2 -0.0 pp +0.5 pp -0.2 pp -0.2 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rench Wealth Management, Inc. CIK 0001599016 0.459 67 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Monte Financial Group, LLC CIK 0001755651 0.166 102 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.8 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Beck Bode, LLC CIK 0001790548 0.122 104 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 0.7 0.2% 3 -0.2 pp -0.6 pp +0.2 pp +0.2 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.7 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.7 0.3% 3 -0.0 pp -5.0 pp +0.3 pp +0.3 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Capitol Family Office, Inc. CIK 0001863768 0.651 46 0.7 0.9% 3 -0.4 pp -0.5 pp +0.9 pp +0.9 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.7 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.7 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Tenon Financial LLC CIK 0002020781 0.850 61 0.7 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ICW Investment Advisors LLC CIK 0001794820 0.219 144 0.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.7 0.2% 3 -0.0 pp -0.7 pp +0.2 pp +0.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.1% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.7 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.7 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.6 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.6 0.4% 4 +0.1 pp +0.1 pp -0.1 pp +0.4 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.6 0.1% 3 -0.0 pp -0.9 pp +0.1 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 0.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 0.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.6 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Refined Wealth Management CIK 0001724729 0.544 49 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lee Financial Co CIK 0001391166 0.828 162 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waycross Investment Management Co CIK 0001922448 0.256 59 0.6 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.6 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.6 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTH DALLAS BANK & TRUST CO CIK 0002035144 0.224 113 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.3% 4 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FAIRFIELD, BUSH & CO. CIK 0001116247 0.243 126 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.5 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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.5 0.1% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEARLE & CO. CIK 0000710127 0.281 194 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Accel Wealth Management CIK 0001838226 0.242 305 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EWA, LLC CIK 0001835252 0.457 332 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.4 0.0% 2 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
Asio Capital, LLC CIK 0001803291 0.492 109 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.4 0.5% 3 -1.6 pp -1.5 pp +0.5 pp +0.5 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASECO LLP CIK 0002074052 0.917 291 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAYPORT, LLC CIK 0001922875 0.801 134 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bolthouse Investments, LLC CIK 0001567013 0.332 86 0.4 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Collier Financial CIK 0001902901 0.619 141 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 0.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.7 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Addison Capital Co CIK 0001581465 0.465 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.4 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 3 -0.6 pp -0.6 pp +0.2 pp +0.2 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MRWM Advisors, LLC CIK 0001732949 0.328 80 0.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JB Capital LLC CIK 0001879371 0.629 280 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.3 0.2% 3 -0.0 pp -6.3 pp +0.2 pp +0.2 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Congress Park Capital LLC CIK 0001730945 0.380 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V2 Financial group LLC CIK 0002022843 0.490 123 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Penbrook Management LLC CIK 0001381055 0.184 101 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarity Financial LLC CIK 0001862145 0.368 127 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Architects, LLC CIK 0002008540 0.807 24 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Unified Investment Management CIK 0002054855 0.105 141 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.3 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GreatBanc Trust CO CIK 0001427099 0.670 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.3 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fogel Capital Management, Inc. CIK 0002011427 0.556 57 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.2 0.2% 3 -4.3 pp -5.2 pp +0.2 pp +0.2 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.2 0.1% 3 -0.0 pp -0.6 pp +0.1 pp +0.1 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.343 71 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Karani Asset Management LLC CIK 0001792430 0.285 56 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 0.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sippican Capital Advisors CIK 0001557406 0.154 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.278 323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GS Investments, Inc. CIK 0001714590 0.093 133 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.1 0.0% 2 +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
MOTCO CIK 0001306333 0.349 840 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Knuff & Co LLC CIK 0001768089 0.369 142 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambridge Financial Group, Inc. CIK 0001334199 0.293 33 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -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
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Yakira Capital Management, Inc. CIK 0001584639 0.047 201 0.0 0.0% 0 -0.8 pp -0.2 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Peak Capital Management, LLC CIK 0001747888 0.713 8 0.0 0.0% 0 +0.0 pp -19.6 pp +0.0 pp +0.0 pp
American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 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
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 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 -1.5 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.5 pp -0.5 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
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 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 -1.7 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.0 0.0% 0 +0.0 pp -5.3 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 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
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.4 pp -1.0 pp +0.0 pp +0.0 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -3.3 pp -4.1 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Designs Corp CIK 0001561383 0.764 41 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BENDER ROBERT & ASSOCIATES CIK 0000894300 0.750 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWK Group, Inc. CIK 0001803054 0.429 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WPWealth LLP CIK 0001950118 0.866 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -5.2 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 +0.0 pp -7.8 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.1 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
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 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
Permanens Capital L.P. CIK 0001599637 0.387 100 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -1.5 pp -1.5 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
Sowa Financial Group, Inc. CIK 0001806226 0.772 29 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -16.7 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 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 -0.1 pp -0.0 pp -0.0 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RedJay Asset Management Inc. CIK 0002057370 0.000 0 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -3.2 pp -3.3 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -3.8 pp -3.3 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baring Financial LLC CIK 0002052588 0.395 83 0.0 0.0% 0 -4.0 pp -4.5 pp +0.0 pp +0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp -6.2 pp +0.0 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.246 316 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
First Washington CORP CIK 0001390043 0.501 51 0.0 0.0% 0 -1.9 pp -2.2 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
SUMMER ROAD LLC CIK 0001604873 0.856 21 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonegate Management LLC CIK 0001877054 0.000 0 0.0 0.0% 0 -11.7 pp +0.0 pp +0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -5.3 pp +0.0 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 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 -0.1 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -1.6 pp -1.3 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -5.2 pp -5.6 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 0.0 0.0% 0 -3.5 pp -3.7 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp -0.1 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
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
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp -0.3 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
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Teramo Advisors, LLC CIK 0001904821 0.826 3 0.0 0.0% 0 -1.8 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 -1.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 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
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -7.9 pp -5.6 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp -4.3 pp -4.5 pp -4.3 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
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.5 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
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.0 pp -0.6 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just RSP). Qtrs Held counts distinct quarters this fund has actually held RSP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSP position size. Δ columns are the percentage-point change in RSP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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