Signals

SCHD

2454 in-universe funds with a nonzero position in SCHD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25036
Score / z-1.313 / -1.60
Consensus714.25 over 1467 funds
Momentum-0.11 =

Price & positioning

225 cached closes, trailing year
Drawdown-3%
Short interest+43% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 1,889.0 30.9% 4 -1.9 pp +7.6 pp +4.6 pp +30.9 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1,505.1 4.3% 4 -0.2 pp +0.5 pp +0.3 pp +4.3 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 1,140.4 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,062.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 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 884.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 808.2 0.7% 5 -0.1 pp -0.3 pp -0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 572.9 0.2% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 560.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 452.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 430.4 2.4% 5 -0.8 pp -0.6 pp -1.7 pp -1.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 424.9 0.2% 1 +0.2 pp +0.2 pp -0.1 pp -0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 400.2 0.8% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 349.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 344.7 0.4% 6 -0.0 pp +0.0 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 323.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 314.5 5.9% 5 -0.3 pp +0.6 pp +2.1 pp +2.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 304.6 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 259.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 221.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 214.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 198.2 51.1% 5 -4.3 pp +3.1 pp +2.3 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 197.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 171.0 4.3% 5 -0.4 pp -3.5 pp -3.4 pp -3.7 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 168.5 17.0% 5 -1.3 pp +0.7 pp +0.9 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 165.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 158.3 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 154.8 0.3% 6 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
Creative Planning CIK 0001540235 0.979 4196 150.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 141.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 115.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 103.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 101.6 5.2% 5 +0.0 pp +0.2 pp +0.2 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 94.8 0.3% 5 -0.0 pp +0.0 pp -0.2 pp -0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 89.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 87.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 83.5 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 80.0 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 74.2 11.7% 5 -2.8 pp -0.5 pp -2.2 pp -2.5 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 73.8 6.8% 5 -0.6 pp +0.4 pp -0.1 pp -0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 73.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 72.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 66.0 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 65.6 8.4% 5 -0.4 pp +0.5 pp +0.1 pp -0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 65.1 0.9% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 64.8 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Charles Schwab Trust Bank CIK 0001776551 0.817 1 62.2 100.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 62.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 61.9 6.2% 5 -0.5 pp -0.1 pp -0.5 pp -0.9 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 61.3 9.8% 5 -0.9 pp +0.5 pp +0.4 pp -0.2 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 61.0 7.8% 5 -0.6 pp +0.0 pp -0.8 pp -1.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 60.9 0.3% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 60.5 5.5% 5 -0.7 pp -0.8 pp -2.1 pp -3.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 59.9 0.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 59.3 7.5% 5 -0.5 pp -0.1 pp +0.0 pp -0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 59.3 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 59.3 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 58.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 57.7 1.8% 5 -0.4 pp -0.3 pp -1.3 pp -1.6 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 57.6 3.7% 5 -0.2 pp +0.2 pp +0.4 pp +0.2 pp
Whelan Financial CIK 0001894921 0.754 101 56.7 15.4% 5 -1.5 pp +0.2 pp +0.1 pp -1.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 56.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 56.3 2.0% 5 -0.5 pp +1.5 pp +2.0 pp +2.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 55.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 54.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 54.5 8.5% 5 -2.2 pp -2.2 pp -3.1 pp -4.9 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 54.5 10.1% 5 -0.4 pp +0.9 pp +0.9 pp +1.1 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 54.2 17.0% 5 -1.2 pp +0.8 pp +1.3 pp +1.3 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 53.9 1.4% 5 -0.3 pp -0.4 pp -0.3 pp -0.5 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 53.6 10.1% 3 +0.5 pp +0.9 pp +10.1 pp +3.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 53.4 31.8% 5 +0.6 pp +4.5 pp +3.0 pp +2.8 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 52.1 11.7% 5 -2.6 pp -0.2 pp -0.3 pp -8.5 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 52.0 1.9% 5 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 51.7 6.3% 5 -0.5 pp +0.2 pp +0.2 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 51.2 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 50.9 9.1% 5 -0.4 pp +0.9 pp +0.9 pp +0.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 50.5 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 49.7 10.6% 3 -0.6 pp +0.5 pp +10.6 pp +0.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 48.4 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 48.0 5.0% 5 -0.7 pp -0.8 pp -2.2 pp -2.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 47.7 0.4% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 47.4 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 47.3 7.0% 5 -0.5 pp +0.3 pp +0.6 pp +0.7 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 45.5 11.7% 5 -1.1 pp -0.2 pp -0.4 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 45.1 0.4% 5 -0.1 pp -0.1 pp -0.5 pp -0.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.5 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 41.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 41.1 10.5% 5 -0.7 pp +0.6 pp +0.5 pp +0.6 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 40.0 0.8% 5 +0.1 pp +0.0 pp -0.5 pp -0.8 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 39.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 39.0 3.4% 5 +0.1 pp +1.2 pp +1.3 pp +1.4 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 39.0 9.0% 5 -1.4 pp +0.0 pp +0.3 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 38.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 38.7 4.5% 5 -0.3 pp +0.2 pp -0.1 pp -0.4 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 38.5 2.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 38.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 37.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 37.1 1.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 36.9 2.1% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 36.7 3.2% 5 -0.9 pp -3.0 pp -3.5 pp -6.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 35.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 34.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
eCIO, Inc. CIK 0001830823 0.330 46 33.8 9.5% 5 -4.2 pp -4.4 pp -0.5 pp -0.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 33.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 33.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 33.0 5.5% 5 -0.5 pp -0.1 pp -0.5 pp -0.8 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 32.6 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 31.4 6.1% 5 -0.7 pp -0.7 pp -0.8 pp -0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.3 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 31.2 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 30.7 10.5% 5 +2.7 pp +3.9 pp +4.0 pp +4.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 30.6 8.1% 6 -1.3 pp -0.3 pp -0.1 pp -0.7 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 30.0 8.1% 5 -0.2 pp +2.3 pp +2.2 pp +2.1 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 29.8 9.2% 5 -0.1 pp +0.8 pp +0.8 pp +0.7 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 29.8 5.7% 5 -0.4 pp +0.2 pp +0.3 pp +0.2 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 29.6 10.1% 5 -1.1 pp +0.9 pp +0.6 pp -0.3 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 29.5 3.6% 5 -2.1 pp -1.4 pp -1.4 pp -0.5 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 29.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 29.3 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 28.7 1.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
Souders Financial Advisors CIK 0001811240 0.482 224 28.1 2.8% 5 -0.9 pp -0.5 pp -0.5 pp -0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 27.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 27.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 27.7 1.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.9 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 27.7 3.4% 5 -0.1 pp +0.1 pp -0.2 pp -0.3 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 27.7 7.1% 5 -0.7 pp +0.1 pp -0.2 pp -0.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 27.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 27.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 27.2 1.7% 5 -0.1 pp +0.1 pp +0.1 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 27.0 1.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.5 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 26.7 8.3% 5 -1.1 pp -2.0 pp -4.3 pp -10.1 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 26.5 3.3% 5 +0.4 pp +2.6 pp +2.8 pp +2.8 pp
DAGCO, INC. CIK 0001767343 0.605 117 26.1 4.8% 5 -0.4 pp +0.4 pp +0.0 pp -0.6 pp
Ledyard National Bank CIK 0001310658 0.559 255 26.1 2.1% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PFG Advisors CIK 0001694435 0.248 791 26.0 1.3% 4 -0.3 pp +0.3 pp +0.5 pp +1.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 25.9 0.3% 6 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Joule Financial, LLC CIK 0001929070 0.731 116 25.8 7.0% 5 -0.3 pp +0.3 pp +0.4 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 25.5 12.1% 1 +12.1 pp +0.4 pp -2.7 pp -3.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 25.1 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 25.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
WIT, LLC CIK 0001840025 0.965 24 25.0 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 24.2 16.0% 3 -1.1 pp -0.2 pp +16.0 pp +16.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 23.9 9.6% 6 -0.6 pp +0.8 pp +1.0 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 23.9 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 23.7 3.7% 5 +0.1 pp +0.3 pp +0.8 pp +0.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 23.7 0.4% 5 +0.0 pp -0.0 pp -0.4 pp -0.4 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 23.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 23.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 23.5 7.6% 5 +3.5 pp +3.8 pp +3.8 pp +3.9 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 22.8 7.8% 5 -0.1 pp +0.7 pp +0.9 pp +0.9 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 22.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 22.5 7.1% 5 -0.3 pp +0.4 pp -0.1 pp -0.7 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 22.4 3.9% 5 -0.2 pp +0.2 pp +0.1 pp -0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 22.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 22.0 0.3% 5 -0.3 pp +0.2 pp -0.0 pp -0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 21.7 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 21.7 3.3% 6 -0.3 pp -0.1 pp -0.2 pp -1.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 21.3 4.4% 5 +0.6 pp +1.5 pp +1.2 pp +0.7 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 21.3 0.3% 1 +0.3 pp +0.1 pp +0.0 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 21.2 0.6% 6 -0.1 pp -0.0 pp -0.1 pp -0.7 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 21.1 2.0% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 20.4 4.2% 5 -0.8 pp -0.1 pp -0.4 pp -0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 20.2 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.3 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 20.2 2.7% 2 -0.9 pp +2.7 pp +2.7 pp +2.7 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 20.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 20.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 20.1 1.6% 5 -0.1 pp +0.2 pp +0.2 pp -0.8 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 20.1 0.9% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 20.1 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 20.0 5.1% 5 +0.0 pp -0.3 pp -0.9 pp -1.5 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 19.9 10.2% 5 -0.2 pp +0.3 pp -0.0 pp -0.5 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 19.6 0.7% 5 -0.1 pp -0.1 pp -0.4 pp -1.5 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 19.5 3.0% 5 -0.3 pp -0.5 pp -1.0 pp -1.4 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 19.5 1.2% 5 -0.1 pp +0.0 pp -0.1 pp -0.3 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 19.3 11.8% 5 -1.5 pp -0.5 pp -0.7 pp -0.8 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 19.3 1.0% 5 -0.2 pp -0.0 pp -0.2 pp -0.6 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 19.1 0.4% 7 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 19.1 7.2% 5 -0.3 pp +0.8 pp +1.2 pp +1.0 pp
&PARTNERS CIK 0000107136 0.806 2509 19.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 19.0 3.7% 5 -0.2 pp +0.4 pp +1.1 pp +0.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 18.7 3.8% 5 -0.1 pp +0.0 pp +0.3 pp -0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 18.6 1.6% 5 -0.0 pp -0.1 pp -0.9 pp -1.7 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 18.5 1.6% 5 -0.3 pp -0.5 pp -1.9 pp -2.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 18.3 2.9% 5 -0.3 pp -0.5 pp -0.5 pp -0.6 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 18.3 2.1% 3 +0.1 pp +1.4 pp +2.1 pp +1.7 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 18.2 1.6% 5 -0.4 pp -0.2 pp -0.0 pp +0.1 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 18.0 7.7% 5 -1.2 pp -0.4 pp -0.7 pp -0.9 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 18.0 5.6% 5 -0.7 pp -0.4 pp -0.6 pp -1.1 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 18.0 11.3% 5 -0.9 pp +0.5 pp +0.7 pp +0.4 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 17.8 2.0% 5 -0.3 pp -0.1 pp -0.2 pp -0.6 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 17.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 17.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 17.7 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 17.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 17.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 17.4 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.6 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 17.4 2.3% 7 +0.3 pp +0.2 pp +0.1 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 17.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 17.0 5.1% 5 -0.2 pp -0.4 pp -2.7 pp -4.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 17.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 16.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 16.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 16.4 6.1% 5 -0.2 pp +0.3 pp -0.1 pp -0.7 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 16.4 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 16.3 1.1% 5 -4.3 pp -4.2 pp -5.5 pp -5.7 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 16.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 15.8 2.7% 5 -0.3 pp +0.1 pp +0.3 pp +0.3 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 15.8 4.5% 5 -0.4 pp +0.2 pp -0.2 pp -0.4 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 15.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
GSG Advisors LLC CIK 0001995773 0.640 148 15.7 3.5% 5 -0.5 pp +0.1 pp -0.1 pp -0.3 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 15.6 4.5% 5 -1.5 pp -1.6 pp -0.2 pp -0.1 pp
truNorth Financial Services, Inc. CIK 0002108201 0.521 59 15.5 13.9% 2 -1.4 pp +13.9 pp +13.9 pp +13.9 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 15.4 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 15.4 6.1% 5 -0.4 pp +0.3 pp +0.1 pp -0.2 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 15.4 6.9% 1 +6.9 pp +6.9 pp -0.0 pp -0.5 pp
Schaeffer Financial LLC CIK 0001898838 0.812 27 15.3 11.8% 5 -0.1 pp +1.1 pp -2.9 pp -6.4 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 15.2 7.1% 5 -0.5 pp +0.9 pp +0.8 pp +0.7 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 15.2 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 15.1 7.2% 5 -0.4 pp +0.3 pp +0.3 pp +0.2 pp
Midwest Trust Co CIK 0002077080 0.757 606 15.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 15.0 1.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 15.0 9.3% 5 -0.2 pp +0.9 pp -0.9 pp -1.8 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 14.9 3.7% 3 -0.5 pp -0.2 pp +3.7 pp +3.7 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 14.9 2.8% 5 -1.7 pp -0.8 pp -0.2 pp -0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 14.9 3.7% 5 -0.4 pp -0.2 pp -0.3 pp +0.1 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 14.8 3.9% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 14.7 3.4% 5 -0.3 pp +0.5 pp +0.1 pp -0.1 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 14.6 6.7% 5 -0.8 pp -11.8 pp -12.7 pp -12.8 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 14.5 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 14.4 6.4% 5 -0.5 pp +0.1 pp +0.0 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 14.3 1.4% 5 -0.1 pp +0.6 pp +0.5 pp +0.5 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 14.3 2.0% 5 +0.0 pp +0.1 pp +0.4 pp +0.3 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 14.3 8.3% 5 +0.7 pp +2.1 pp -0.0 pp -0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 14.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 13.9 2.1% 5 -0.3 pp +0.0 pp -0.2 pp -0.3 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 13.6 2.3% 5 -0.3 pp -0.2 pp -0.4 pp -5.9 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 13.5 1.5% 5 -0.1 pp -1.5 pp -1.5 pp -2.7 pp
Dakota Wealth Management CIK 0001631353 0.544 771 13.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 13.4 3.2% 5 -0.2 pp +0.2 pp +0.0 pp +0.0 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 13.3 2.5% 5 -1.0 pp -0.9 pp -1.1 pp -6.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 13.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 13.2 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 13.1 2.0% 5 -0.5 pp -0.4 pp -0.4 pp -1.2 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 13.0 3.2% 5 -0.5 pp -0.1 pp -0.5 pp -1.2 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 13.0 4.9% 5 -0.6 pp +0.2 pp +0.4 pp +0.4 pp
Platform Technology Partners CIK 0001830817 0.314 393 13.0 2.1% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 12.9 3.7% 5 -0.1 pp +0.3 pp +0.2 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 12.8 5.5% 5 -0.8 pp -4.2 pp -4.6 pp -17.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 12.7 1.8% 5 -0.3 pp -0.1 pp -0.3 pp -0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 12.7 8.1% 5 -0.4 pp +0.5 pp +2.2 pp +2.2 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 12.7 0.7% 5 -0.2 pp -0.4 pp -0.9 pp -1.6 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 12.6 4.3% 5 +0.2 pp +1.5 pp -0.1 pp -0.5 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 12.6 10.6% 5 -0.3 pp +0.5 pp +0.1 pp -0.1 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 12.5 10.7% 2 -1.2 pp +10.7 pp +10.7 pp +10.7 pp
XML Financial, LLC CIK 0001800465 0.420 447 12.4 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 12.3 1.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
American Alpha Advisors, LLC CIK 0002041441 0.151 91 12.3 7.3% 5 +0.4 pp +0.7 pp -0.2 pp -0.6 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 12.2 4.3% 5 -0.7 pp -0.4 pp -2.5 pp -2.9 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 12.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 12.2 2.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 12.1 5.1% 5 -0.2 pp +0.3 pp -1.2 pp -2.3 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 12.1 5.9% 5 -0.7 pp +0.1 pp -0.1 pp -0.6 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 12.1 8.3% 5 -0.5 pp +0.4 pp +0.5 pp +0.4 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 12.1 6.3% 5 +0.1 pp +0.8 pp +0.8 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 12.1 0.6% 5 +0.3 pp +0.4 pp +0.3 pp +0.1 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 12.0 1.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 12.0 0.5% 5 -0.1 pp +0.1 pp +0.0 pp +0.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 11.9 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 11.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Friday Financial CIK 0002048792 0.653 108 11.8 3.2% 5 -0.3 pp +0.0 pp +0.0 pp +0.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 11.6 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 11.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 11.6 5.4% 5 -0.3 pp +1.4 pp +1.9 pp +2.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 11.6 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 11.6 6.3% 5 -0.3 pp +0.4 pp +0.8 pp +0.6 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 11.6 3.7% 5 -0.4 pp -0.5 pp -0.4 pp -0.7 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 11.5 1.8% 5 +0.2 pp +0.4 pp +0.2 pp +1.4 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 11.5 3.7% 5 -0.5 pp -0.0 pp -0.2 pp -0.5 pp
Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 11.4 5.0% 5 -0.6 pp -0.1 pp +0.2 pp +0.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 11.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 11.4 3.9% 5 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 11.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 11.2 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 11.1 0.7% 5 -0.0 pp +0.0 pp -1.0 pp -7.6 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 11.1 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 11.1 3.3% 5 -0.1 pp -0.2 pp -0.8 pp -1.9 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 10.9 1.9% 5 -0.2 pp +0.1 pp -0.3 pp -0.3 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 10.9 5.2% 5 -0.1 pp +0.6 pp +0.5 pp +0.2 pp
Robbins Farley CIK 0001847820 0.257 157 10.9 4.2% 5 +0.2 pp +0.2 pp +0.7 pp +0.5 pp
Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 10.9 7.3% 6 +1.7 pp +2.3 pp +1.8 pp +2.6 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 10.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 10.8 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.8 pp
McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 10.8 5.7% 5 -0.6 pp +5.2 pp +5.3 pp +5.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 10.7 0.6% 7 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 10.7 5.1% 5 -0.6 pp -0.1 pp -0.5 pp -1.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 10.6 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Fidelis Wealth Advisors LLC CIK 0002010051 0.322 26 10.6 15.9% 2 -3.9 pp +15.9 pp +15.9 pp +15.9 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 10.6 4.0% 5 -0.3 pp +0.2 pp +0.1 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 10.6 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 10.5 2.0% 5 -0.5 pp -0.3 pp -0.4 pp -0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.649 102 10.3 2.2% 5 +0.5 pp +0.8 pp +0.7 pp +0.8 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.3 1.0% 5 -1.1 pp -0.1 pp -0.2 pp -0.3 pp
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SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 10.3 0.6% 4 -0.3 pp +0.0 pp -0.0 pp +0.6 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 10.2 2.5% 5 -0.1 pp +0.4 pp +0.3 pp +0.3 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 10.2 2.1% 5 -0.3 pp -0.4 pp -0.5 pp -0.9 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 10.2 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 10.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Appalachian Capital Management Ltd CIK 0002111450 0.731 43 10.1 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 10.1 5.4% 5 -0.4 pp +0.5 pp +0.7 pp +0.6 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 10.1 2.3% 3 +0.2 pp +0.1 pp +2.3 pp +2.3 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.0 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 9.9 6.7% 2 -0.7 pp +6.7 pp +6.7 pp +6.7 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 9.8 2.9% 5 -0.1 pp -0.2 pp -1.2 pp -3.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 9.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.7 0.9% 5 +0.0 pp +0.5 pp -0.2 pp -0.3 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 9.7 8.5% 2 -0.4 pp +8.5 pp +8.5 pp +8.5 pp
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Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 9.6 2.6% 5 -0.1 pp +0.3 pp +0.1 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 9.5 0.5% 5 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 9.5 3.2% 5 -0.1 pp +0.4 pp +0.3 pp +0.2 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 9.5 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -8.6 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.5 0.6% 6 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 9.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 9.3 3.3% 5 -0.4 pp +0.0 pp -0.5 pp -0.7 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 9.3 1.1% 5 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 9.2 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
Investors Research Corp CIK 0001730630 0.347 805 9.2 1.6% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Navalign, LLC CIK 0001820593 0.504 132 9.2 2.1% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Avant Capital LLC CIK 0001653443 0.369 86 9.2 5.8% 5 -0.6 pp +0.1 pp -0.2 pp -0.8 pp
Karras Company, Inc. CIK 0002109847 0.393 61 9.1 8.3% 2 -0.9 pp +8.3 pp +8.3 pp +8.3 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 9.1 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 9.1 1.8% 5 -0.1 pp +0.1 pp -0.1 pp -0.3 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 9.0 2.2% 5 -0.4 pp -0.4 pp -1.4 pp -2.9 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.0 0.3% 6 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 8.9 1.0% 5 -0.1 pp -0.2 pp -0.6 pp -0.7 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 8.9 2.7% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
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TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 8.8 0.6% 5 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Guardian Financial Partners, LLC CIK 0001723514 0.576 69 8.6 3.4% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 8.6 3.4% 4 -0.1 pp -0.3 pp -1.1 pp +3.4 pp
Keeler Thomas Management LLC CIK 0001730660 0.089 135 8.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Old Port Advisors CIK 0001744348 0.222 266 8.4 1.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
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Matrix Trust Co CIK 0001784277 0.681 101 8.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
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Davis Capital Management CIK 0001811806 0.306 1270 8.4 5.0% 4 -0.7 pp -0.3 pp -0.4 pp +5.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 8.3 1.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
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NWAM LLC CIK 0001655006 0.392 684 8.3 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
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Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.2% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 6.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 6.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 6.0 1.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
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Global Financial Private Client, LLC CIK 0002023568 0.218 246 5.9 1.6% 5 -0.3 pp -0.2 pp -0.3 pp -1.3 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 5.9 2.0% 4 -0.2 pp -0.0 pp -0.1 pp +2.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.9 0.9% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IRON Financial LLC CIK 0001595509 0.376 151 5.8 2.4% 5 +0.1 pp +0.6 pp +1.2 pp +1.5 pp
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BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 5.8 1.8% 5 -0.5 pp -0.4 pp -1.1 pp -1.5 pp
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PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 5.7 1.6% 5 -0.3 pp -0.3 pp -0.6 pp -0.9 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 5.7 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 5.7 1.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
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SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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LS Investment Advisors, LLC CIK 0001455845 0.516 127 5.7 0.8% 5 -0.1 pp +0.4 pp +0.3 pp +0.1 pp
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Cadia Private Client LLC CIK 0002135817 0.358 76 5.6 4.1% 2 -0.6 pp +4.1 pp +4.1 pp +4.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CHANNEL WEALTH LLC CIK 0001975550 0.260 188 5.6 1.3% 5 -0.1 pp -0.1 pp -1.6 pp -1.7 pp
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FLC Capital Advisors CIK 0001713697 0.549 229 5.6 0.9% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
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Liberty Capital Management, Inc. CIK 0001366838 0.373 184 5.3 0.9% 1 +0.9 pp +0.2 pp +0.3 pp +0.3 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
JT Stratford LLC CIK 0001689013 0.376 321 5.3 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.6 pp
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Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 3.6 0.8% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAP Partners, LLC CIK 0002006870 0.188 155 3.6 1.8% 5 -0.2 pp +0.0 pp -0.0 pp -0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.6 1.1% 5 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 3.6 1.4% 5 -0.1 pp -0.1 pp -0.6 pp -0.9 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 3.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 3.5 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 3.5 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
McGrath & Associates, Inc. CIK 0002054701 0.294 32 3.5 4.5% 5 -0.4 pp +0.1 pp -0.0 pp -0.6 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 3.5 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 3.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bravera Wealth CIK 0002126773 0.454 352 3.4 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 3.4 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 3.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 3.4 1.2% 2 -2.8 pp +1.2 pp +1.2 pp +1.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 3.3 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
STAR Financial Bank CIK 0001965329 0.528 109 3.3 1.4% 3 -0.1 pp +1.2 pp +1.4 pp +1.4 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 3.3 1.7% 5 +0.0 pp +0.3 pp +0.4 pp +0.2 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 3.3 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 3.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 3.3 3.9% 2 +0.8 pp +3.9 pp +3.9 pp +3.9 pp
Equity Wealth Partners, LLC CIK 0002097037 0.125 109 3.3 1.2% 3 -1.0 pp -1.1 pp +1.2 pp +1.2 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.3 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 3.2 2.4% 5 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 3.2 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.2 0.9% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 3.2 1.1% 5 -0.1 pp +0.1 pp -0.0 pp -0.2 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.2 1.4% 7 -0.1 pp -0.1 pp -0.3 pp -3.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 3.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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SageGuard Financial Group, LLC CIK 0001861378 0.268 211 3.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 3.2 2.2% 5 -0.2 pp -0.0 pp -0.1 pp -0.3 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 3.2 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 3.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 3.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 3.1 0.5% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
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HUB Investment Partners, LLC CIK 0001841815 0.639 1223 3.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 3.1 2.0% 5 -0.2 pp +0.1 pp -0.0 pp -0.1 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 3.1 0.7% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.1 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 3.1 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 3.0 0.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.5 pp
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Independent Advisor Alliance CIK 0001696899 0.044 1054 3.0 0.1% 5 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 3.0 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.0 0.3% 6 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 3.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.0 0.2% 4 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 3.0 1.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 2.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
Caldwell Trust Co CIK 0002080218 0.488 811 2.9 0.2% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.9 0.0% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MYECFO, LLC CIK 0001986457 0.711 73 2.9 1.1% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 2.9 3.2% 5 +0.2 pp +0.3 pp +0.6 pp +0.4 pp
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Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.9 0.9% 7 -0.2 pp -0.4 pp -0.2 pp -0.2 pp
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Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Capital Squared Financial LLC CIK 0002128691 0.347 87 2.8 1.8% 4 -0.0 pp +0.3 pp +0.2 pp +1.8 pp
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CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.8 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
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SpringVest Wealth Management LLC CIK 0002058986 0.524 74 2.8 1.7% 6 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
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BKM Wealth Management, LLC CIK 0002007263 0.267 148 2.7 1.0% 5 -0.0 pp -0.3 pp -0.2 pp -0.1 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 2.7 1.5% 7 -0.1 pp +0.1 pp -0.0 pp -0.2 pp
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Vident Advisory, LLC CIK 0001744347 0.597 1911 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 2.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
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Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.6 0.8% 6 +0.1 pp +0.0 pp +0.4 pp -0.9 pp
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Advisory Resource Group CIK 0001764968 0.307 183 1.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.9 0.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.9 0.5% 4 -0.2 pp +0.0 pp +0.2 pp +0.5 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.9 0.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.9 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 0.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -7.8 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Investment Management Trust, LLC CIK 0002131759 0.315 78 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&A Financial Services, Inc. CIK 2140428 0.330 88 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.8 0.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.8 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.1 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ted Buchan & Co CIK 0002033413 0.435 95 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -2.9 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.8 0.2% 1 +0.2 pp +0.2 pp +0.0 pp -0.1 pp
Bonfire Financial CIK 0001762539 0.560 60 0.8 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.8 0.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.8 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.8 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rench Wealth Management, Inc. CIK 0001599016 0.459 67 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.8 0.3% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RCW Management, LLC CIK 0002104402 0.332 68 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.8 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.8 0.4% 2 +0.2 pp +0.4 pp +0.2 pp +0.4 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SP Asset Management LLC CIK 0001962086 0.687 137 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clear Trail Advisors, LLC CIK 0002097856 0.297 161 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.8 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.7 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.7 0.5% 5 +0.1 pp -0.1 pp -0.3 pp -0.6 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.7 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.7 0.3% 6 +0.1 pp +0.1 pp -0.7 pp -1.3 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 0.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tenon Financial LLC CIK 0002020781 0.850 61 0.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.7 0.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.7 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.7 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -2.5 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.7 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
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Eddie Patel Inc CIK 0002078760 0.019 127 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.7 0.4% 4 -0.0 pp -0.0 pp -2.0 pp +0.4 pp
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OMC Financial Services LTD CIK 0002026391 0.472 61 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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American Trust CIK 0001905128 0.729 334 0.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steffes Financial, Ltd. CIK 0002110878 0.864 36 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
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Basepoint Wealth LLC CIK 0002088236 0.229 632 0.6 0.4% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Pacific Center for Financial Services CIK 0001698222 0.798 500 0.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp -0.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -2.0 pp -2.1 pp -2.2 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Raub Brock Capital Management LP CIK 0001554656 0.394 45 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Gouws Capital LLC CIK 0001908828 0.551 55 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp -3.4 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -5.4 pp -4.6 pp -4.8 pp -4.9 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -1.6 pp -2.0 pp -2.0 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 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 -0.6 pp -0.6 pp -0.6 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 -0.1 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 -0.5 pp -0.7 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.0 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -14.7 pp -15.9 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 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
Aspect Partners, LLC CIK 0001985284 0.319 679 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 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp -3.5 pp -3.5 pp -3.3 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
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp -0.3 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 -0.2 pp -2.6 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp -3.8 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp -0.7 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.7 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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 -2.4 pp -2.3 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp -1.6 pp
Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp -0.6 pp -0.7 pp -0.7 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.1 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -5.7 pp -5.7 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 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 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 0.0 0.0% 0 +0.0 pp +0.0 pp -14.7 pp -17.1 pp
Gould Capital, LLC CIK 0001908965 0.411 217 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
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 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 -0.1 pp -0.1 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 0 +0.0 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
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.8 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -0.9 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -3.3 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.5 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.2 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 SCHD). Qtrs Held counts distinct quarters this fund has actually held SCHD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHD position size. Δ columns are the percentage-point change in SCHD'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