Signals

RSP

2667 in-universe funds with a nonzero position in RSP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25069
Score / z-1.758 / -2.14
Consensus720.71 over 1491 funds
Momentum-0.18 =

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+19% / 2.6d

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 6,915.3 0.4% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6,004.8 3.2% 1 +3.2 pp +3.2 pp +0.0 pp -0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 5,206.8 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 2,288.4 7.3% 3 +6.6 pp +6.8 pp +7.3 pp +7.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,743.1 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,726.3 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1,589.2 3.2% 5 +0.3 pp -0.4 pp -0.0 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,416.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,361.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 934.7 3.4% 5 -0.3 pp -0.1 pp +0.4 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 906.8 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 846.5 1.2% 3 +0.9 pp +1.0 pp +1.2 pp +1.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 827.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 685.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 628.5 27.9% 3 -11.1 pp -20.1 pp +27.9 pp +10.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 596.6 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 578.0 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 568.9 3.0% 1 +3.0 pp +1.0 pp +3.0 pp +3.0 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 540.8 10.2% 5 -1.1 pp -3.1 pp -2.6 pp -0.7 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 490.6 3.4% 5 -0.4 pp -0.0 pp -1.1 pp -0.4 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 466.0 2.3% 5 +0.5 pp -1.2 pp -1.1 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 421.8 1.1% 5 +0.2 pp +0.8 pp +0.9 pp +0.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 416.7 0.1% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 384.3 10.6% 1 +10.6 pp +7.0 pp +10.6 pp +10.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 352.3 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 350.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 345.7 1.1% 5 -0.1 pp -0.5 pp -1.3 pp -1.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 337.0 0.3% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 331.1 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 324.3 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 281.1 0.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 280.6 15.2% 5 -0.3 pp -0.5 pp -1.0 pp -2.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 270.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 251.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 242.1 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Freedom Together Foundation CIK 0002002798 0.960 2 234.0 27.0% 5 -0.7 pp +0.3 pp +3.1 pp +2.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 216.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trust Co of Tennessee CIK 0002025098 0.942 8 210.2 36.7% 5 +1.3 pp +6.4 pp +5.6 pp +6.3 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 201.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 185.3 0.7% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 179.0 1.3% 4 +0.2 pp +1.2 pp +1.3 pp +1.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 173.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 170.8 1.9% 5 +0.2 pp -0.0 pp -0.1 pp -1.7 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 166.0 2.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 162.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 158.0 0.0% 7 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 155.6 2.4% 2 +0.8 pp +2.4 pp +2.4 pp +2.4 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 155.5 8.1% 5 -0.1 pp +0.3 pp +0.3 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 151.1 0.4% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 149.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 141.5 1.3% 5 -0.0 pp +0.1 pp +0.5 pp +1.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 141.0 2.6% 5 -0.0 pp +0.0 pp +2.1 pp +2.0 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 137.9 5.2% 1 +5.2 pp +4.8 pp +5.2 pp +5.2 pp
Schusterman Interests, LLC CIK 0001857024 0.656 9 133.0 34.7% 5 +4.0 pp +7.3 pp +7.6 pp +1.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 130.6 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 130.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 128.9 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bell Bank CIK 0001002672 0.895 195 128.7 4.9% 5 -0.1 pp +0.1 pp +2.5 pp +2.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 128.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 124.2 2.6% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 123.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 123.0 5.0% 5 -0.3 pp -0.0 pp -0.0 pp -0.5 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 120.6 8.3% 5 +1.1 pp +1.0 pp +2.8 pp +3.6 pp
Moment Partners, LLC CIK 0002055889 0.716 101 115.8 20.9% 5 +3.0 pp +0.4 pp +3.9 pp +3.5 pp
JABODON PT CO CIK 0001594167 0.960 8 114.6 11.2% 2 -0.7 pp +11.2 pp +11.2 pp +11.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 113.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 113.7 0.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 112.1 5.8% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 111.8 0.8% 5 +0.4 pp +0.6 pp -1.3 pp -1.7 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 110.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Endurance Services Ltd CIK 0002011025 0.942 8 108.7 16.6% 4 +0.1 pp -0.7 pp +0.4 pp +16.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 108.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 104.4 0.2% 2 +0.2 pp +0.2 pp -0.0 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 103.6 1.0% 3 +0.2 pp +0.9 pp +1.0 pp +1.0 pp
GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 101.6 13.8% 2 -16.3 pp +13.8 pp +13.8 pp +13.8 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 100.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 99.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 99.0 2.9% 5 +0.9 pp +0.9 pp +1.9 pp +2.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 97.2 0.6% 5 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 96.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 95.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 95.1 0.2% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 94.8 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 94.6 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Vanderbilt University CIK 0001825985 0.404 74 93.0 12.8% 5 -4.3 pp -2.5 pp -1.9 pp -3.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 89.2 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 88.5 0.8% 5 -0.3 pp -0.8 pp -0.8 pp -0.7 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 88.1 7.7% 5 -1.0 pp -1.1 pp -1.2 pp -1.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 87.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 86.7 4.8% 3 +0.2 pp +2.6 pp +4.8 pp +4.8 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 84.7 0.6% 5 +0.1 pp -0.3 pp -0.2 pp -0.2 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 84.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 84.0 8.5% 5 -0.6 pp -1.6 pp -4.5 pp -5.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 82.5 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 81.8 9.5% 2 +0.2 pp +9.5 pp +9.5 pp +9.5 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 80.6 2.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 80.3 3.0% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 80.1 0.8% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 79.8 0.9% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 78.5 10.1% 5 +7.0 pp -7.8 pp -7.9 pp -14.4 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 78.4 1.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.9 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 75.5 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 75.1 8.8% 5 -0.2 pp -0.2 pp +0.4 pp +0.3 pp
First Western Trust Bank CIK 0001513189 0.923 215 74.6 3.6% 5 +0.3 pp +0.5 pp +0.6 pp +1.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 73.6 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.291 71 72.9 5.2% 2 -0.6 pp +5.2 pp +5.2 pp +5.2 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 69.9 6.7% 5 +0.0 pp +0.2 pp -0.7 pp -0.9 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 69.9 0.5% 5 -0.1 pp -0.6 pp -0.0 pp +0.3 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 69.6 21.8% 5 +0.1 pp +5.5 pp +5.9 pp +19.6 pp
One Day In July LLC CIK 0001823172 0.854 167 69.1 4.8% 5 +0.1 pp +0.2 pp +0.5 pp +1.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 69.0 7.3% 5 -0.4 pp -1.1 pp -1.0 pp -1.8 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 66.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 66.2 6.1% 5 +0.0 pp +0.6 pp +0.5 pp +1.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 65.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 65.2 14.5% 5 +14.4 pp +14.4 pp +14.3 pp +14.3 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 62.7 5.3% 2 +0.7 pp +5.3 pp +1.5 pp +2.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 62.5 0.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 61.9 2.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 61.9 1.0% 5 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 61.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 61.4 5.5% 5 +0.5 pp +0.6 pp +2.5 pp +2.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 60.8 0.6% 5 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 60.8 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 59.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 59.5 4.4% 5 +0.4 pp +1.4 pp +1.6 pp +1.6 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 58.5 7.1% 5 +0.3 pp +0.0 pp +0.2 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 57.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 57.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachem Head Capital Management LP CIK 0001582090 0.459 19 56.4 1.2% 3 +0.3 pp +0.5 pp +1.2 pp +1.2 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 56.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 55.7 8.0% 5 -0.0 pp +0.0 pp +0.1 pp -0.2 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 55.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Junto Capital Management LP CIK 0001595880 0.030 80 54.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp -6.8 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 54.4 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 54.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 54.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PJT Investments Corp. CIK 0002080606 0.573 10 52.9 17.9% 4 -1.0 pp +1.4 pp +2.2 pp +17.9 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 52.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 52.3 0.5% 5 -0.1 pp +0.2 pp +0.2 pp -0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 51.8 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 50.4 1.7% 5 -1.3 pp -0.6 pp -0.6 pp -0.7 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 50.2 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
University of Illinois Foundation CIK 0001994249 0.055 29 49.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Activest Wealth Management CIK 0001883134 0.526 1477 49.7 9.6% 5 +1.2 pp +1.5 pp +0.6 pp -1.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 49.3 1.2% 5 +0.4 pp +0.4 pp +0.3 pp +0.2 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 49.3 0.3% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 49.3 1.8% 4 +0.0 pp -0.1 pp +0.2 pp +1.8 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 49.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 48.5 0.2% 5 -0.1 pp -0.4 pp -0.0 pp -0.1 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 48.4 15.7% 5 +0.6 pp -8.5 pp -5.6 pp -6.2 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 48.3 2.2% 5 +2.2 pp +2.2 pp +2.2 pp -0.9 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 47.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 47.2 1.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 47.0 6.3% 5 +0.1 pp +2.4 pp +1.7 pp +2.2 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 46.7 7.4% 6 -1.6 pp -2.1 pp -2.7 pp -5.3 pp
Joule Financial, LLC CIK 0001929070 0.731 116 46.4 12.6% 5 +0.3 pp -0.1 pp -0.1 pp -0.4 pp
Main Management LLC CIK 0001583092 0.804 95 44.7 3.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 44.5 2.2% 3 +1.0 pp +1.1 pp +2.2 pp +2.2 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 44.2 1.2% 5 -0.1 pp +1.2 pp +0.7 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 44.0 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 42.7 8.0% 5 +0.3 pp +0.3 pp +0.1 pp -0.3 pp
Dakota Wealth Management CIK 0001631353 0.544 771 42.3 0.8% 5 -0.0 pp -0.5 pp -0.6 pp -0.6 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 42.2 4.3% 2 +3.5 pp +4.3 pp +4.3 pp +3.9 pp
Visualize Group LP CIK 0001994625 0.616 11 42.1 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 41.7 6.9% 5 -0.2 pp -0.2 pp +0.6 pp -0.8 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 41.3 2.0% 5 +0.0 pp -0.7 pp -0.8 pp -0.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 41.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 41.0 0.9% 5 -0.4 pp +0.0 pp -0.4 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 41.0 2.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 40.9 1.7% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 40.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 40.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 40.6 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 40.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 40.5 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 40.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 40.0 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 39.9 4.0% 5 -0.2 pp -0.3 pp -0.6 pp -0.8 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 39.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 39.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 39.0 3.6% 5 -3.8 pp -4.6 pp -4.5 pp -5.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 38.6 1.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 38.2 4.0% 5 +0.0 pp -1.6 pp -1.3 pp -1.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 37.8 0.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.4 pp
FMR LLC CIK 0000315066 0.989 5571 37.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 37.2 5.9% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 36.2 3.1% 5 -0.6 pp -0.8 pp -0.9 pp -1.2 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 36.0 14.2% 5 +0.5 pp +0.3 pp +9.6 pp +9.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 35.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 35.9 7.7% 5 -3.2 pp -6.8 pp +6.3 pp +1.9 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 35.6 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 35.3 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 35.1 1.4% 5 -0.2 pp +0.1 pp +0.1 pp -0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 35.0 3.6% 5 +0.1 pp +0.7 pp +0.3 pp +0.2 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 35.0 3.4% 5 -0.2 pp -0.4 pp -0.9 pp -1.9 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 34.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 34.2 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 34.0 7.9% 5 +7.5 pp +3.3 pp +7.6 pp +7.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 33.5 0.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 33.5 5.7% 5 -0.7 pp -1.0 pp -1.2 pp -1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 33.3 0.6% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 33.1 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 32.9 1.9% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 32.7 10.1% 5 +0.1 pp +0.3 pp +0.5 pp +0.3 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 32.2 0.7% 5 +0.6 pp -4.0 pp +0.6 pp +0.5 pp
LTG Capital LLC CIK 0001936987 0.796 24 32.1 21.5% 5 -0.5 pp -0.7 pp +4.6 pp +4.2 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 31.8 1.1% 5 +0.2 pp +1.0 pp +1.1 pp +1.1 pp
MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 31.7 20.6% 4 -0.6 pp -1.9 pp -4.4 pp +20.6 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 31.5 9.6% 5 -0.6 pp -1.2 pp -1.2 pp -1.3 pp
Sepio Capital, LP CIK 0001751412 0.794 346 31.4 1.6% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 31.2 8.4% 5 -0.4 pp -1.0 pp -1.2 pp -1.8 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 30.9 14.5% 5 +0.3 pp +0.6 pp +0.4 pp +0.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 30.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 30.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 30.2 2.8% 5 -0.2 pp -0.6 pp -0.8 pp -0.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 30.1 1.7% 5 -0.4 pp -0.4 pp -0.4 pp -1.5 pp
PartnerRe Asset Management CORP CIK 0001301542 0.870 2 29.7 21.0% 2 +1.6 pp +21.0 pp +21.0 pp +21.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 29.7 1.8% 5 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 29.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 29.4 6.0% 5 +0.5 pp +0.8 pp +0.4 pp +1.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 29.4 3.9% 5 +0.2 pp +0.8 pp +1.3 pp +1.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 29.2 9.2% 5 +0.3 pp +0.8 pp +0.8 pp +0.5 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 29.0 11.6% 5 +0.1 pp +0.3 pp +0.6 pp +0.7 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 29.0 5.9% 5 +0.0 pp +1.0 pp +2.8 pp +2.8 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 29.0 6.6% 5 -0.3 pp -0.4 pp -0.3 pp -0.8 pp
Seneca House Advisors CIK 0001731359 0.316 103 28.9 10.2% 5 +2.1 pp +2.2 pp +0.1 pp -2.9 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 28.8 0.4% 5 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 28.5 4.2% 1 +4.2 pp +3.4 pp +4.2 pp +3.7 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 28.5 1.3% 5 -0.2 pp +0.1 pp -0.3 pp -0.3 pp
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Element Squared LLC CIK 0002086643 0.213 49 27.9 13.9% 4 +3.4 pp +6.1 pp +13.7 pp +13.9 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 27.6 1.5% 4 -0.1 pp +0.4 pp +0.4 pp +1.5 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 27.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 27.5 1.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 27.4 4.0% 2 +3.9 pp +4.0 pp +4.0 pp +4.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 27.3 1.0% 5 -0.1 pp +0.1 pp +0.0 pp -0.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 27.2 1.8% 5 +0.1 pp -0.1 pp -0.2 pp -0.5 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 27.2 4.7% 3 -2.2 pp -1.4 pp +4.7 pp +4.7 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 27.1 3.2% 5 -0.3 pp -0.2 pp -0.1 pp -0.3 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 26.9 2.6% 5 -0.1 pp +0.3 pp +0.2 pp -0.2 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 26.8 6.4% 5 +0.4 pp -2.0 pp -2.6 pp -2.7 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 26.8 7.4% 5 +2.9 pp +2.8 pp +2.9 pp +2.6 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 26.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 26.7 3.5% 5 -0.1 pp -0.5 pp -0.2 pp -0.7 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 26.7 2.5% 5 -0.0 pp +0.2 pp +0.0 pp +0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 26.5 5.5% 5 +0.8 pp +1.5 pp +1.1 pp +0.8 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 26.5 2.6% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
Invariant Investment Management CIK 0001850871 0.577 68 26.5 15.5% 2 +1.1 pp +15.5 pp +15.5 pp +15.5 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 26.4 1.2% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
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Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 26.2 2.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 26.2 0.3% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
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CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 25.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Partnership Wealth Management, LLC CIK 0002010656 0.560 67 25.3 17.1% 5 +0.2 pp +8.8 pp +8.8 pp +11.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 25.2 8.3% 2 +0.3 pp +8.3 pp +8.3 pp +8.3 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 25.1 3.2% 5 -0.1 pp -0.2 pp -0.4 pp -1.1 pp
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EQUITABLE TRUST CO CIK 0000033250 0.557 452 24.6 1.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Roth Financial Partners LLC CIK 0001840888 0.893 33 24.1 7.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.7 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 23.9 4.5% 2 -1.0 pp +4.5 pp +4.5 pp -0.7 pp
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Vise Technologies, Inc. CIK 0001812090 0.362 1774 23.7 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 23.7 5.8% 5 +0.5 pp -2.0 pp -3.0 pp -3.4 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 23.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Graham Capital Management, L.P. CIK 0001315421 0.068 1160 22.6 0.6% 5 -0.6 pp +0.2 pp +0.1 pp +0.3 pp
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Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 22.5 9.6% 5 -0.5 pp +0.4 pp +1.2 pp +1.2 pp
CSS LLC/IL CIK 0001103646 0.116 766 22.1 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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Peak Asset Management, LLC CIK 0001632512 0.415 181 19.7 2.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
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Alexis Investment Partners, LLC CIK 0002054271 0.135 38 9.7 5.7% 2 +0.4 pp +5.7 pp +5.7 pp +2.0 pp
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Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 9.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RFP Financial Group LLC CIK 0001956564 0.251 64 9.4 4.2% 5 -0.6 pp -5.2 pp -0.5 pp +0.0 pp
LCW Services, LLC CIK 0002110690 0.770 40 9.4 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 9.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 9.3 0.8% 5 +0.0 pp -0.1 pp -0.6 pp -0.7 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 9.3 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
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RVW Wealth, LLC CIK 0001756543 0.783 183 9.0 0.6% 5 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 9.0 3.4% 5 -0.0 pp +1.3 pp +1.4 pp +1.2 pp
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Fluent Financial, LLC CIK 0001722283 0.050 57 8.6 3.1% 3 +0.2 pp +0.2 pp +3.1 pp +3.1 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 8.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BCWM, LLC CIK 0001542165 0.322 57 8.0 2.3% 5 +0.2 pp -0.3 pp +0.1 pp +0.1 pp
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J2 Capital Management Inc CIK 0001586882 0.168 123 6.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.0 1.7% 5 +0.1 pp +0.1 pp -0.3 pp -0.5 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 6.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 5.9 2.8% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
Atom Investors LP CIK 0001738902 0.004 818 5.9 0.5% 1 +0.5 pp +0.5 pp +0.2 pp -0.5 pp
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Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 5.9 1.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.9 4.2% 7 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 5.9 1.8% 2 +0.0 pp +1.8 pp +1.7 pp +1.7 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 5.8 0.1% 5 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.8 1.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 5.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 5.8 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 5.8 2.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 5.8 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
WealthCare Asset Management, LLC CIK 0002034181 0.022 73 5.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 5.7 1.9% 5 -0.0 pp -0.2 pp +1.5 pp +1.4 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 5.7 2.9% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 5.7 3.4% 5 +2.8 pp +2.5 pp -1.7 pp -1.7 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 5.7 2.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 5.7 0.6% 5 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 5.7 1.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 5.7 2.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 5.6 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
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FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 5.6 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.3 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 5.6 0.9% 5 +0.1 pp +0.2 pp +0.6 pp +0.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 5.6 0.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
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Sterling Capital Management LLC CIK 0001329883 0.433 3289 5.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 5.4 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 5.4 2.7% 5 +0.5 pp +0.5 pp +0.6 pp +0.5 pp
Prostatis Group LLC CIK 0001649186 0.318 190 5.4 1.3% 7 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 5.4 2.0% 5 +0.6 pp +0.6 pp +0.5 pp +0.5 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 5.4 0.6% 5 +0.2 pp +0.3 pp +0.1 pp +0.1 pp
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Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 5.4 1.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 5.4 1.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
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RMR Capital Management, LLC CIK 0002032709 0.384 76 5.3 3.7% 5 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.3 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 5.3 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
CVFG LLC CIK 0002050974 0.313 250 5.3 0.6% 1 +0.6 pp -2.5 pp -2.6 pp -2.8 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 5.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 5.2 2.2% 5 +0.4 pp +0.8 pp +1.2 pp +1.9 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 5.2 2.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 5.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 5.1 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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TICINO WEALTH CIK 0002105416 0.168 135 5.1 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
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Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 5.1 2.5% 5 -0.3 pp -0.3 pp -0.6 pp -1.1 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 5.1 1.0% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
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Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 5.0 1.6% 5 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
INKWELL CAPITAL LLC CIK 0002050138 0.217 31 5.0 5.2% 5 +0.6 pp -0.7 pp -0.6 pp -0.8 pp
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PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 2.4 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 2.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.3 1.5% 5 +0.2 pp +0.3 pp +0.0 pp -0.0 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 2.3 2.4% 5 +0.4 pp +0.5 pp +0.3 pp +0.2 pp
Everest Private Wealth CIK 0002056683 0.390 85 2.3 0.9% 5 -0.2 pp -0.3 pp -0.6 pp -0.7 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 2.3 2.8% 5 -0.2 pp -0.6 pp -0.5 pp -1.4 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 2.3 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 2.3 0.6% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Creekside Partners CIK 0002035951 0.343 193 2.3 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balentine LLC CIK 0001586678 0.932 243 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 2.2 0.4% 5 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 2.2 1.3% 5 +0.9 pp +0.6 pp +0.6 pp +0.6 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.2 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 2.2 0.0% 7 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 2.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Independent Wealth Advisors LLC CIK 0002136099 0.284 77 2.2 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp -0.6 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 2.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 2.1 1.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 2.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Graetz Wealth LLC CIK 0002053877 0.194 84 2.1 1.7% 2 -1.0 pp +1.7 pp +1.7 pp +1.7 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 2.1 0.5% 7 -0.1 pp -0.3 pp -0.6 pp -0.9 pp
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Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 2.1 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 2.1 0.9% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
Highlander Partners, L.P. CIK 0001903866 0.582 44 2.1 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 2.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 2.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 2.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
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REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 2.0 1.6% 3 +0.6 pp +0.8 pp +1.6 pp +1.6 pp
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American Investment Services, Inc. CIK 0001369913 0.501 133 2.0 0.4% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.0 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
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MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 2.0 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.0 0.0% 6 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
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IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 2.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Grove Bank & Trust CIK 0001662212 0.546 886 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 1.9 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Manske Wealth Management CIK 0002095143 0.466 226 1.9 0.5% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.9 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 1.9 1.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 1.9 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.8 0.4% 1 +0.4 pp -0.0 pp +0.0 pp -0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 1.8 0.4% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
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Sendero Wealth Management, LLC CIK 0001639375 0.653 209 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.7 0.6% 5 -0.1 pp -0.2 pp -0.0 pp +0.0 pp
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BFSG, LLC CIK 0001706836 0.376 765 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 1.0 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Ted Buchan & Co CIK 0002033413 0.435 95 1.0 0.3% 5 -0.0 pp -0.0 pp +0.2 pp -0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 1.0 0.5% 3 -1.9 pp -1.2 pp +0.5 pp +0.5 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.0 0.6% 6 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 1.0 0.5% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 1.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 1.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IKE Capital, LLC CIK 2150482 0.286 91 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 1.0 0.4% 6 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICW Investment Advisors LLC CIK 0001794820 0.219 144 1.0 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.0 0.2% 7 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.0 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 1.0 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 1.0 0.6% 1 +0.6 pp +0.6 pp -0.1 pp -0.1 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.0 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.0 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.0 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SFMG, LLC CIK 0001512026 0.796 334 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SFM, LLC CIK 0002064225 0.428 69 0.9 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.9 0.2% 5 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Board of Trustees of The Leland Stanford Junior University CIK 0001315828 0.736 19 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.9 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Provident Investment Management, Inc. CIK 0001076964 0.474 89 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.9 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.9 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.9 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.9 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Addison Capital Co CIK 0001581465 0.465 184 0.9 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 0.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briggs Wealth Management, Inc CIK 0002109156 0.631 61 0.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.9 0.1% 5 -0.2 pp -0.3 pp -0.1 pp -0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.9 0.0% 5 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
Rench Wealth Management, Inc. CIK 0001599016 0.459 67 0.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.9 0.3% 7 -0.1 pp -0.1 pp -0.1 pp -1.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.9 0.3% 5 +0.1 pp +0.2 pp -0.0 pp -0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 0.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 0.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Bridgelight Financial Advisors, Inc. CIK 2145102 0.229 49 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.8 0.5% 5 -0.0 pp -0.3 pp -0.3 pp -0.5 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.8 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.4 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ruggiero Investments, Inc. CIK 0002110677 0.211 86 0.8 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.8 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.8 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.4 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.8 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 0.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.8 0.5% 5 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.8 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.8 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -5.0 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 0.8 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.8 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.8 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.8 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
HT Partners LLC CIK 0001552999 0.865 53 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -1.8 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 0.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rubicon Advisors, GP CIK 0002114679 0.116 86 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp -0.5 pp
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Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
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Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
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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
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Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
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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
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Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 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
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.2 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -3.0 pp -2.8 pp -2.3 pp -2.7 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
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -7.0 pp -7.1 pp -7.0 pp -7.2 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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