Signals

SCHA

1529 in-universe funds with a nonzero position in SCHA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24960
Score / z-2.219 / -2.69
Consensus428.92 over 814 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,362.0 3.2% 5 +0.5 pp +0.6 pp +0.6 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 502.5 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 496.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 220.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 212.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 186.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 151.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 137.2 3.4% 5 +0.3 pp +0.3 pp +0.2 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 136.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 118.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 97.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 95.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 95.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 82.2 3.0% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 75.5 0.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 75.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 73.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 73.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 62.7 19.4% 5 +0.8 pp +0.9 pp +0.6 pp +0.7 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 61.2 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 60.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 60.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 59.9 1.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 58.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 57.8 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 55.2 8.7% 5 -0.3 pp +0.4 pp -1.0 pp -0.6 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 54.8 3.7% 5 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
93 Financial Group, LLC CIK 0002112320 0.906 9 54.5 21.5% 2 +0.7 pp +21.5 pp +21.5 pp +21.5 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 52.7 5.4% 1 +5.4 pp +5.4 pp -0.2 pp +5.4 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 52.1 4.4% 5 +1.0 pp +1.0 pp +0.7 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 48.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 47.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 45.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 42.8 9.3% 5 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 42.5 6.1% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 41.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 39.6 4.6% 5 +0.7 pp +0.8 pp +0.9 pp +1.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 36.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 35.8 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 35.7 6.4% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 34.2 5.5% 5 +0.4 pp +0.5 pp +0.4 pp +0.6 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 34.0 8.7% 5 +0.8 pp +0.9 pp +1.1 pp +1.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 32.5 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 32.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 31.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 31.4 1.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 31.0 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 30.4 10.4% 5 +1.0 pp +1.3 pp +0.3 pp +2.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 30.3 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 29.5 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joule Financial, LLC CIK 0001929070 0.730 116 28.1 7.6% 5 +0.9 pp +0.8 pp +0.7 pp +0.9 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 26.5 1.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 25.7 6.7% 7 +1.3 pp +2.6 pp +2.7 pp +2.7 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 25.7 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
White & Co Financial Planning Inc CIK 0002039300 0.788 20 25.6 15.8% 5 +0.9 pp +0.1 pp +0.3 pp +0.7 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 25.4 7.1% 5 +0.6 pp +0.3 pp +0.4 pp +0.6 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 25.4 6.9% 5 +0.8 pp -0.6 pp +0.3 pp +0.7 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 23.0 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 22.9 1.6% 5 -0.1 pp -0.5 pp -0.8 pp -0.8 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 22.2 4.7% 5 +0.6 pp +0.8 pp +0.7 pp +0.6 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 21.8 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 21.7 1.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 20.4 11.1% 5 +1.0 pp +0.8 pp +1.0 pp +1.5 pp
Matrix Trust Co CIK 0001784277 0.681 101 20.0 2.9% 5 +0.2 pp +0.3 pp +0.5 pp +0.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Bangor Savings Bank CIK 0001352675 0.827 543 18.7 1.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 17.9 1.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 17.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 17.4 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 17.3 1.7% 5 +0.2 pp +0.2 pp +0.4 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 17.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 17.1 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 15.6 5.9% 5 +0.5 pp +0.8 pp +0.8 pp +1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 15.1 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 15.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 15.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 14.8 5.4% 5 +0.6 pp +0.8 pp +0.6 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 14.8 4.0% 5 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 14.7 5.8% 5 +0.6 pp +0.8 pp +0.8 pp +1.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 14.6 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 14.1 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 14.0 2.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 13.9 4.4% 5 +0.3 pp +0.3 pp +0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 13.6 3.2% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 13.5 1.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 13.1 1.5% 5 +0.2 pp +0.4 pp +0.7 pp +0.8 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 13.0 3.4% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 12.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Plancorp, LLC CIK 0001599579 0.797 425 12.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 12.7 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 12.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 12.3 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 12.0 2.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Midwest Trust Co CIK 0002077080 0.757 606 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.8 0.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 11.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 11.6 2.2% 5 +0.2 pp +2.1 pp +2.1 pp +2.2 pp
Creekside Partners CIK 0002035951 0.343 193 11.5 4.2% 5 +0.4 pp +0.3 pp +0.5 pp +0.5 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 11.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 11.2 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 11.2 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 11.0 3.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 11.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 10.6 1.5% 5 +0.1 pp +0.1 pp -0.2 pp -0.4 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 10.6 2.1% 5 +0.1 pp +0.1 pp -0.3 pp -0.7 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 10.6 2.0% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 10.5 1.3% 5 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 10.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arnold Financial Planning LLC CIK 0002107020 0.570 41 10.2 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 10.1 3.9% 5 +0.4 pp +0.5 pp +0.4 pp +0.6 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 9.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.3 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 9.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 9.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 9.2 4.1% 2 +0.5 pp +4.1 pp +4.1 pp +4.1 pp
Cannon Capital Management, Inc. CIK 0002100130 0.376 28 9.2 7.8% 2 +1.7 pp +7.8 pp +7.8 pp +7.8 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 9.1 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 9.0 0.7% 7 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Athena Investment Management CIK 0001921093 0.240 132 9.0 5.3% 5 +0.8 pp +1.0 pp +0.9 pp +0.8 pp
Friedenthal Financial CIK 0001598611 0.053 253 8.9 4.1% 5 +0.5 pp +0.5 pp +0.4 pp +0.7 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 8.7 1.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 8.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 8.4 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.3 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 8.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 8.3 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 8.3 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 8.2 5.0% 4 -0.2 pp +0.4 pp +0.4 pp +5.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 8.0 2.1% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 8.0 3.0% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.9 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 7.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 7.7 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 7.6 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWM ADVISORS, LLC CIK 0002098824 0.689 23 7.5 5.9% 2 +0.7 pp +5.9 pp +5.9 pp +5.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Womack Financial LLC CIK 0002107079 0.418 70 7.4 4.9% 6 +0.4 pp +0.5 pp +0.5 pp +0.8 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 7.3 4.0% 5 +0.5 pp +0.6 pp +0.9 pp +1.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 7.3 1.6% 5 +0.0 pp +1.5 pp +0.8 pp +1.5 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 7.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 7.2 3.6% 3 +0.3 pp +0.4 pp +3.6 pp +3.6 pp
Davis Capital Management CIK 0001811806 0.306 1270 7.2 4.2% 4 +0.4 pp +0.5 pp +0.7 pp +4.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 7.0 3.9% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 7.0 2.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 7.0 1.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 6.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 6.8 1.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 6.7 1.6% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 6.7 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 6.7 1.5% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 6.6 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 6.6 1.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 6.5 3.6% 5 +0.4 pp +0.4 pp +0.6 pp +0.7 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 6.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 6.4 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 6.3 4.1% 4 +0.2 pp +0.2 pp +0.4 pp +4.1 pp
FF Advisors,LLC CIK 0002011904 0.517 123 6.3 2.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.3 0.2% 1 +0.2 pp +0.1 pp -0.1 pp -0.2 pp
Values Added Financial LLC CIK 0001973921 0.422 147 6.2 2.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 6.1 0.9% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 6.0 2.4% 5 +0.2 pp +0.2 pp +0.1 pp -0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 6.0 1.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 5.8 3.2% 5 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
K2 Financial Inc. CIK 0002044711 0.455 60 5.8 4.1% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.6 0.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Liberty Capital Management, Inc. CIK 0001366838 0.372 184 5.5 1.0% 1 +1.0 pp +0.2 pp +0.2 pp +0.3 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 5.5 2.6% 5 +0.4 pp +0.5 pp +1.8 pp +1.7 pp
J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 5.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 5.3 3.3% 5 +0.4 pp +0.5 pp +0.1 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 5.3 1.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 5.2 2.1% 6 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
Rinkey Investments CIK 0001730774 0.601 128 5.2 1.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 5.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 5.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 5.1 3.0% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 5.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 5.0 1.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 4.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 4.9 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.9 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Frisco Financial Planning LLC CIK 0002133972 0.753 29 4.8 3.6% 6 +0.4 pp +0.6 pp +0.7 pp +0.8 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 4.8 3.4% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 4.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 4.8 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 4.7 1.1% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 4.7 1.5% 7 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sensible Money, LLC CIK 0001965229 0.852 101 4.6 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.6 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 4.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 4.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 4.4 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Broadleaf Partners, LLC CIK 0001712686 0.215 86 4.3 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lee Financial Co CIK 0001391166 0.828 162 4.3 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 4.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Boltwood Capital Management CIK 0001563690 0.369 192 4.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 4.2 1.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 4.2 0.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 4.2 2.9% 4 +0.6 pp +1.0 pp +1.2 pp +2.9 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 4.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 4.0 2.4% 4 +0.1 pp -2.2 pp +0.0 pp +2.4 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 4.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 3.9 1.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 3.9 0.8% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 3.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 3.9 1.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 3.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 3.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
John Boyer, Inc. CIK 1597484 0.647 39 3.9 3.3% 3 +0.2 pp -0.1 pp +3.3 pp +3.3 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 3.8 1.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 3.8 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 3.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 3.7 2.5% 6 +0.5 pp +0.5 pp +0.7 pp +1.5 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 3.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Element Wealth, LLC CIK 0001802743 0.267 212 3.7 1.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 3.6 1.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 3.6 2.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 3.6 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McBroom & Associates, LLC CIK 0001908893 0.376 37 3.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 3.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elser Financial Planning, Inc CIK 0002028202 0.959 124 3.5 0.2% 1 +0.2 pp -2.0 pp +0.2 pp +0.2 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 3.5 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 3.5 1.3% 5 +0.0 pp +0.1 pp -1.1 pp -0.6 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 3.5 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 3.5 1.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.5 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.4 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 3.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 3.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 3.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 3.3 2.6% 7 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 3.3 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Firestone Capital Management CIK 0001799964 0.601 168 3.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 3.2 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
Range Advisory, LLC CIK 2152629 0.575 342 3.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.2 1.0% 5 +0.1 pp -0.3 pp -0.4 pp -0.4 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 3.2 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.2 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Growth Capital LLC CIK 0002112081 0.182 136 3.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 3.2 2.5% 5 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 3.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 3.1 0.8% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 3.1 1.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 3.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 3.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 3.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 3.0 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IF Advisors, LLC CIK 0002109472 0.403 60 3.0 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.0 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 3.0 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 3.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 2.9 0.8% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 2.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 2.9 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 2.9 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 2.9 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 2.8 1.5% 5 +0.1 pp -0.0 pp -0.0 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 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 2.8 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Dorato Capital Management CIK 0002095216 0.322 254 2.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Advisor OS, LLC CIK 0001767580 0.509 586 2.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 2.7 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.7 0.6% 6 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANSEATIC MANAGEMENT SERVICES INC CIK 0001128074 0.057 83 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Wealth Group Ltd CIK 0002010748 0.858 95 2.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 2.7 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 2.6 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 2.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 2.6 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.6 0.8% 2 +0.2 pp +0.8 pp +0.5 pp +0.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Whelan Financial CIK 0001894921 0.754 101 2.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 2.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 2.5 0.9% 5 -0.1 pp -0.3 pp -0.8 pp -0.7 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blossom Wealth Management CIK 0001839735 0.251 72 2.5 3.5% 5 +0.5 pp +1.1 pp +1.1 pp +1.2 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 2.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo H. Evart, Inc. CIK 0001920405 0.382 295 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 2.4 0.6% 5 +0.1 pp +0.1 pp -2.7 pp +0.1 pp
Leisure Capital Management CIK 0001631507 0.304 157 2.4 0.8% 5 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 2.4 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
SWS Partners CIK 0001731731 0.307 108 2.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LTG Capital LLC CIK 0001936987 0.796 24 2.4 1.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortune Financial Group, Inc. CIK 0002106311 0.038 119 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 2.4 1.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 2.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
WJ Financial Advisors LLC CIK 0002095682 0.187 136 2.3 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 2.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 2.2 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 2.2 1.0% 5 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 2.2 1.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 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
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Forty Two & Co. CIK 0002055134 0.221 104 2.2 1.8% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 2.2 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Clearview Wealth Management LLC CIK 0001857588 0.563 62 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 2.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 2.1 1.0% 1 +1.0 pp +1.0 pp +0.1 pp +0.2 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 2.1 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 2.1 1.4% 4 +0.2 pp +0.4 pp +0.3 pp +1.4 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 2.1 1.1% 4 +0.1 pp +0.5 pp +0.7 pp +1.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 2.1 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.1 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 2.1 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.1 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 2.0 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 2.0 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 2.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 2.0 0.1% 5 -0.0 pp -0.5 pp -0.5 pp -0.5 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.542 52 2.0 1.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 2.0 1.4% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.9 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RCW Management, LLC CIK 0002104402 0.332 68 1.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HC Advisors, LLC CIK 0001803295 0.581 62 1.9 1.1% 5 +0.2 pp +0.2 pp +0.1 pp -0.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 1.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OFS Enterprise LLC CIK 0002107566 0.725 106 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Seek First Inc. CIK 0002060504 0.522 67 1.8 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 1.8 0.8% 5 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.8 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.8 1.9% 5 +0.2 pp +0.6 pp +0.5 pp +0.2 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 1.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 1.8 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 1.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Bensler, LLC CIK 0001965941 0.354 198 1.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 1.7 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MilWealth Group LLC CIK 0001972750 0.908 82 1.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.7 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 1.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 1.7 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.7 0.8% 6 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.7 0.4% 5 -0.0 pp +0.0 pp +0.3 pp -0.1 pp
BCK Partners, Inc. CIK 0001845867 0.872 28 1.6 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 1.6 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Envision Financial LLC CIK 0002051355 0.578 48 1.6 0.8% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 1.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 1.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.6 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 1.6 0.6% 1 +0.6 pp +0.6 pp +0.0 pp +0.0 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 1.5 0.9% 5 +0.2 pp +0.3 pp +0.1 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 1.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Denver PWM, LLC CIK 0001657980 0.608 89 1.5 0.5% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 1.5 0.7% 4 +0.4 pp +0.4 pp +0.4 pp +0.7 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 1.5 0.9% 5 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 1.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 1.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 1.4 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.4 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 1.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 1.4 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.4 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TPG Advisors LLC CIK 0002033388 0.435 115 1.4 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 1.4 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 1.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 1.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 1.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 1.3 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.3 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MYECFO, LLC CIK 0001986457 0.711 73 1.3 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sculati Wealth Management, LLC CIK 0001803397 0.397 123 1.2 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eley Financial Management, Inc CIK 0001965267 0.491 72 1.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Climber Capital SA CIK 0002011229 0.279 64 1.2 0.7% 3 +0.1 pp -0.1 pp +0.7 pp -0.1 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Directional Asset Management CIK 0002105817 0.159 83 1.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 1.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -1.9 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 1.1 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 0.484 36 1.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.1 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.0 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crescent Sterling, Ltd. CIK 0001962005 0.216 85 1.0 0.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 1.0 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.0 0.0% 5 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hendershot Investments Inc. CIK 0001541496 0.645 134 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farnam Financial LLC CIK 0002080267 0.372 53 0.9 0.7% 7 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 0.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 0.9 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Trust Co CIK 0001706028 0.448 313 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.9 0.5% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Indivisible Partners CIK 0002098400 0.368 637 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.8 1.3% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOWERY THOMAS, LLC CIK 0001919701 0.539 57 0.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Souders Financial Advisors CIK 0001811240 0.482 224 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.8 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.8 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.8 0.0% 4 -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 -0.0 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.7 0.3% 1 +0.3 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berkeley, Inc CIK 0002051965 0.446 86 0.6 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 0.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.6 0.4% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
SFMG, LLC CIK 0001512026 0.796 334 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.6 0.1% 5 -0.4 pp -0.2 pp -0.2 pp -0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Day In July LLC CIK 0001823172 0.854 167 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 5 +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 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Concepts Unlimited, Inc. CIK 0002112099 0.685 44 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XXI WEALTH, LLC CIK 0002047463 0.127 226 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ketron Financial CIK 0002113129 0.826 64 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Avail Investment Partners, LLC CIK 0002134779 0.054 199 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Asset Advisory Group, Inc. CIK 0002110402 0.397 125 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.5 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Daytona Street Capital LLC CIK 0002101936 0.079 277 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.5 0.3% 2 -0.7 pp +0.3 pp +0.3 pp +0.3 pp
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sendero Wealth Management, LLC CIK 0001639375 0.652 209 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.4 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthquest Corp CIK 0001632968 0.872 177 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.4 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.4 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBA Wealth Management, LLC CIK 0001776296 0.150 80 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.4 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.4 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 0.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burton Enright Welch CIK 0002105919 0.824 136 0.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cross Staff Investments Inc CIK 0001900406 0.105 133 0.4 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robbins Farley CIK 0001847820 0.257 157 0.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flagship Capital Management Inc. CIK 0002106796 0.473 50 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Veery Capital, LLC CIK 0001844375 0.780 100 0.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flower City Capital CIK 0001808394 0.859 49 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FCA CORP /TX CIK 0001166402 0.236 203 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Trust CIK 0001905128 0.729 334 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
25 LLC CIK 0001968777 0.795 80 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Breachway Investments LLC CIK 0002106661 0.032 74 0.3 0.4% 2 -2.1 pp +0.4 pp +0.4 pp +0.4 pp
Heirloom Wealth Management CIK 0001882903 0.449 61 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADE, LLC CIK 0001845950 0.661 93 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stembrook Asset Management, LLC CIK 0002109734 0.712 51 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WESTCO ADVISORY SERVICES INC /ADV CIK 0000946310 0.452 99 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unify Financial Advisors CIK 0002126814 0.217 90 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Appalachian Capital Management Ltd CIK 0002111450 0.731 43 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MAYPORT, LLC CIK 0001922875 0.801 134 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ATLas Financial Planning LLC CIK 0002110886 0.439 69 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Carmel Capital Management L.L.C. CIK 0001878547 0.666 28 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elgethun Capital Management CIK 0001638022 0.537 174 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.2 0.0% 5 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bellecapital International Ltd. CIK 0001600152 0.411 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.1 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.1 0.0% 1 +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
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWK Group, Inc. CIK 0001803054 0.429 71 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.506 245 0.0 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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 5 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 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
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp +0.0 pp -5.5 pp -5.5 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
Coastline Complete Wealth LLC CIK 0002112134 0.171 55 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp -2.1 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -3.5 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Addison Capital Co CIK 0001581465 0.464 184 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -11.4 pp -12.0 pp -12.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp -0.7 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -0.5 pp -0.7 pp -0.6 pp +0.0 pp
Somerset Group LLC CIK 0001567912 0.423 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp -2.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -2.6 pp -2.6 pp +0.0 pp -2.5 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.6 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp +0.0 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
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -1.0 pp -0.9 pp -0.9 pp -0.9 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 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
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp -1.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -1.6 pp -1.6 pp -1.7 pp -1.6 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.3 pp -0.6 pp -0.8 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 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
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 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
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 SCHA). Qtrs Held counts distinct quarters this fund has actually held SCHA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHA position size. Δ columns are the percentage-point change in SCHA'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