Signals

SCHW

2029 in-universe funds with a nonzero position in SCHW within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#379
Score / z0.535 / 0.67
Consensus637.15 over 1259 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

Negative / total0 / 3
FiledFormItems
2026-08-12 8-K 8.01, 9.01
2026-07-21 8-K 2.02, 9.01
2026-06-29 8-K 8.01, 9.01
2026-06-01 8-K 5.03, 9.01
2026-05-22 8-K 5.07
2026-05-21 8-K 8.01, 9.01
2026-04-22 8-K 3.03, 5.03, 8.01, 9.01
2026-04-16 8-K 2.02, 9.01
2026-03-02 8-K 7.01, 9.01
2026-01-29 8-K 5.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 8
FiledFormFiler
2026-08-12 424B5 SCHWAB CHARLES CORP
2026-08-10 424B5 SCHWAB CHARLES CORP
2026-06-26 424B5 SCHWAB CHARLES CORP
2026-06-25 424B5 SCHWAB CHARLES CORP
2026-05-20 424B5 SCHWAB CHARLES CORP
2026-05-18 424B5 SCHWAB CHARLES CORP
2026-04-22 424B5 SCHWAB CHARLES CORP
2026-04-20 424B5 SCHWAB CHARLES CORP
2025-11-14 424B5 SCHWAB CHARLES CORP
2025-11-12 424B5 SCHWAB CHARLES CORP
Showing the 10 most recent.

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 13,793.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11,698.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DODGE & COX CIK 0000200217 0.944 222 7,696.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 6,611.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6,441.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,399.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 3,155.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,740.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 2,197.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 2,095.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,950.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORGES BANK CIK 0001374170 0.994 1617 1,889.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,736.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,679.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,658.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,560.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 1,439.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 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 1,404.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,402.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,384.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,308.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,294.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 1,266.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,135.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1,109.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 965.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 864.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 836.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 826.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 821.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 781.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 700.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 665.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 643.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 602.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 586.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 580.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 578.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 576.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 564.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 526.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 524.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 515.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 503.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 433.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 424.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 421.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PROVIDENT TRUST CO CIK 0001140436 0.971 22 417.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 416.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 400.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 394.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Boston Partners CIK 0001386060 0.833 802 385.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 361.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 361.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 357.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 350.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RPTC Inc. CIK 0001714450 0.937 7 348.8 61.3% 1 +61.3 pp +61.3 pp +61.3 pp +61.3 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 321.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 311.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 299.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TIMUCUAN ASSET MANAGEMENT INC/FL CIK 0001034541 0.882 27 291.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Newlands Management Operations LLC CIK 0001908450 0.989 16 291.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 279.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 276.1 0.1% 1 +0.1 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 275.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 272.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 268.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 264.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 260.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 259.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 248.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 248.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 246.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 246.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 244.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 243.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 235.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 231.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 230.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Route One Investment Company, L.P. CIK 0001512171 0.883 19 229.5 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 221.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 220.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PointState Capital LP CIK 0001509842 0.203 43 219.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 215.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 205.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Darsana Capital Partners LP CIK 0001609098 0.000 16 205.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 202.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 199.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 192.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
North Peak Capital Management, LLC CIK 0001747888 0.713 8 191.2 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 185.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 185.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 175.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 174.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 169.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 167.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 163.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 161.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 161.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 159.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 157.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 154.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 154.1 4.7% 3 +0.3 pp +0.5 pp +4.7 pp +4.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 148.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 144.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 143.0 4.9% 2 +2.2 pp +4.9 pp +4.9 pp +4.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 142.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 141.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 141.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 140.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 137.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 135.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 134.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Intermede Investment Partners Ltd CIK 0001664713 0.717 30 133.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 132.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 130.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 127.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 126.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 124.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 122.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 122.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 121.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 120.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 120.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 119.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 117.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 116.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 115.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 114.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 112.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 111.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 109.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 106.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 106.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 105.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 104.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 101.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 101.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 100.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 99.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 95.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 93.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 93.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 93.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 93.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 90.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARK PRESIDIO CAPITAL LLC CIK 0001596510 0.904 14 88.4 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 88.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 88.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 87.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 86.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUMMITRY LLC CIK 0001280043 0.623 340 85.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 83.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 83.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 82.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 82.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 81.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 79.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 76.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 75.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 75.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 74.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 74.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL SECURITIES CORP (CET) CIK 0000018748 0.767 29 73.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
BARR E S & CO CIK 0001040210 0.865 112 71.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 69.3 14.2% 3 +0.2 pp +3.6 pp +14.2 pp +14.2 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 69.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 68.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 68.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 68.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 68.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 67.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 66.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 65.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 65.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 65.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 65.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 63.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 63.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 59.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 59.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 57.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 57.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 57.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Provident Investment Management, Inc. CIK 0001076964 0.474 89 56.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 56.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 54.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 54.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 53.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 53.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 53.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 53.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 53.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 51.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 51.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 51.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mount Capital Ltd CIK 0001896379 0.758 17 50.8 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
Delta Global Management LP CIK 0001992724 0.029 149 49.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Man Group plc CIK 0001637460 0.631 2032 49.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 48.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 48.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 47.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 46.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 46.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 46.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 45.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 45.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 45.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 44.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 44.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 44.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 43.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 43.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 42.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 42.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 42.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 42.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crown Oak Advisors, LLC CIK 0002009273 0.614 23 41.9 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 41.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Teewinot Capital Advisers, L.L.C. CIK 0001574886 0.643 31 40.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 40.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blue Whale Capital LLP CIK 0001801547 0.529 27 40.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 40.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 40.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 40.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
OSSIAM CIK 0001767471 0.182 680 39.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 39.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 38.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 38.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Czech National Bank CIK 0001908923 0.861 503 38.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 37.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 37.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 36.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 35.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 35.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 35.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 34.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 34.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 34.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 34.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 33.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenstone Partners & Co., LLC CIK 0001845565 0.835 8 33.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 33.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 32.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 31.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 31.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 31.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 31.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 31.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 31.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 30.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 30.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 30.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AXA S.A. CIK 0000898427 0.038 46 30.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 30.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 29.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 29.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 29.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XPONANCE LLC CIK 0001637541 0.815 1841 28.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 28.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 28.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 27.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 27.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 26.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 26.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 26.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 26.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 26.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hosking Partners LLP CIK 0001650135 0.592 98 25.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 25.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 25.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 24.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 24.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 24.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Warther Private Wealth, LLC CIK 0001954551 0.242 50 24.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 24.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 23.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 23.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 22.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 22.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 22.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 22.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 22.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 22.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 21.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 21.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 21.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 21.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 20.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parkwood LLC CIK 0001597823 0.291 71 20.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Busey Bank CIK 0001427202 0.741 388 20.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 20.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 20.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 20.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 20.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 19.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 19.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 19.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 19.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 19.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 19.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 18.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Goodman Financial Corp CIK 0001382303 0.242 73 18.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Courant Investment Management LLC CIK 0001695426 0.812 7 18.1 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 17.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 17.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 17.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 17.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GCM Grosvenor Holdings, LLC CIK 0001939480 0.000 24 17.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 17.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 17.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 17.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 16.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Talbot Financial, LLC CIK 0001966180 0.685 71 16.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 16.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 16.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 16.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 16.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BURNEY CO/ CIK 0000940445 0.713 605 16.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 16.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 16.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HFR Wealth Management, LLC CIK 0001877822 0.482 53 16.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
World Investment Advisors CIK 0001652594 0.670 1523 15.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GenTrust, LLC CIK 0001697110 0.832 201 15.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 15.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Curi Capital, LLC CIK 0001332905 0.547 888 15.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ethic Inc. CIK 0001780570 0.636 1358 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 15.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 15.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 15.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 15.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 15.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
LBP AM SA CIK 0001970075 0.619 423 15.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 14.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 14.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 14.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Elgethun Capital Management CIK 0001638022 0.537 174 14.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
WINSLOW ASSET MANAGEMENT INC CIK 0001286534 0.536 82 14.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 14.6 0.1% 1 +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 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lakehouse Capital Pty Ltd CIK 0001844830 0.552 12 14.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 14.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Avengers, Inc. CIK 0001844393 0.740 155 14.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
North Reef Capital Management LP CIK 0001867831 0.724 43 13.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 13.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 13.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 13.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 13.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTHENON LLC CIK 0001088859 0.632 133 12.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 12.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 12.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 12.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOTCO CIK 0001306333 0.349 840 12.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 12.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CX Institutional CIK 0001737089 0.437 1568 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 12.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 12.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 11.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 11.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 11.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 0.259 73 11.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 11.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 11.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 11.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 11.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avanza Fonder AB CIK 0002035325 0.716 459 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 10.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Rathbones Group PLC CIK 0001351991 0.902 665 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Candriam S.C.A. CIK 0001537014 0.787 677 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grassi Investment Management CIK 0001608531 0.717 128 10.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 10.7 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 10.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
M&G Plc CIK 0001802539 0.820 370 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 10.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 10.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 9.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BNP PARIBAS CIK 872786 0.647 329 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 9.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HARTFORD INVESTMENT MANAGEMENT CO CIK 0000922439 0.685 496 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 9.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Ascent Group, LLC CIK 0001913231 0.508 808 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 9.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.3 0.0% 1 +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 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAXTER BROS INC CIK 0001096783 0.532 172 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 9.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 9.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 9.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Americana Partners, LLC CIK 0001797678 0.514 596 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 8.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 8.9 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 8.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 8.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRAGMA GESTAO DE PATRIMONIO LTD CIK 0001555512 0.072 16 8.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1248 Management, LLC CIK 0002011147 0.275 149 8.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIXIS CIK 0001274981 0.561 1107 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 8.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 8.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GAM Holding AG CIK 0001438848 0.338 273 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sendero Wealth Management, LLC CIK 0001639375 0.652 209 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 7.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 7.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 7.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 7.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 7.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 6.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 6.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Salvus Wealth Management, LLC CIK 0001809236 0.164 125 6.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Birch Capital Management, LLC CIK 0001799859 0.374 79 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Citizens Business Bank CIK 0001948632 0.474 139 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 6.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 6.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 6.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
LGT Group Foundation CIK 0001911278 0.801 284 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Siemens Fonds Invest GmbH CIK 0001856637 0.577 538 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 5.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 5.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 5.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Seneca House Advisors CIK 0001731359 0.316 103 5.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
William Allan Corp CIK 0001910961 0.314 62 5.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DLK Investment Management, LLC CIK 0002016793 0.124 96 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Spire Wealth Management CIK 0001858740 0.515 2226 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Harrington Investments, INC CIK 0001386364 0.286 82 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GS Investments, Inc. CIK 0001714590 0.093 133 5.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 5.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First American Bank CIK 0001291422 0.676 205 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CONNING INC. CIK 0000801051 0.496 327 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bain Capital Public Equity, LP CIK 0001962552 0.000 0 4.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 4.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CW Advisors, LLC CIK 0001904976 0.000 0 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 4.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 4.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SOL Capital Management CO CIK 0001339270 0.000 0 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 4.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
TWIN CAPITAL MANAGEMENT INC CIK 0001059187 0.369 269 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JB Capital LLC CIK 0001879371 0.629 280 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 4.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 4.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Andra AP-fonden CIK 0001535452 0.270 396 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TCW GROUP INC CIK 0000850401 0.730 629 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LS Investment Advisors, LLC CIK 0001455845 0.516 127 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
East Coast Asset Management, LLC. CIK 0001579254 0.762 67 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
American Trust CIK 0001905128 0.729 334 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Red Spruce Capital, LLC CIK 0001795356 0.206 94 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sculati Wealth Management, LLC CIK 0001803397 0.397 123 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Maia Wealth LLC CIK 0002010858 0.212 354 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 3.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES AMERICAS INC. CIK 0000867626 0.584 506 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INKWELL CAPITAL LLC CIK 0002050138 0.217 31 3.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sepio Capital, LP CIK 0001751412 0.794 346 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
PayPay Securities Corp CIK 0001908623 0.257 302 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 3.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Vestcor Inc CIK 0001536925 0.400 1189 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Plato Investment Management Ltd CIK 0001984475 0.427 496 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Main Street Research LLC CIK 0001513211 0.625 140 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GPM Growth Investors, Inc. CIK 0001799367 0.334 43 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
111 Capital CIK 0002060412 0.025 488 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Kintegral Advisory, LLC CIK 0001569518 0.527 234 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Coastline Trust Co CIK 0001324279 0.630 406 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Donoghue Forlines LLC CIK 0001702435 0.000 114 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Iowa State Bank CIK 0001546967 0.467 118 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MOUNT VERNON ASSOCIATES INC /MD/ CIK 0000799003 0.357 62 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hudson Canyon Capital Management CIK 0001978883 0.197 50 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wynn Capital, LLC CIK 0002009900 0.350 116 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 2.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Columbia Asset Management CIK 0001585047 0.434 168 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RiverPark Advisors, LLC CIK 0001484256 0.037 140 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.525 181 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Weaver C. Barksdale & Associates, Inc. CIK 0001294588 0.123 62 2.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CenterBook Partners LP CIK 0001872738 0.028 693 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Diversified Investment Strategies, LLC CIK 0001427196 0.482 52 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CORNERCAP INVESTMENT COUNSEL INC CIK 0001062938 0.134 151 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pettee Investors, Inc. CIK 0001596901 0.326 115 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Essex Bank CIK 0001752212 0.260 318 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Covey Capital Advisors, LLC CIK 0001568891 0.335 42 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lummis Asset Management, LP CIK 0002011652 0.409 221 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREENHAVEN ASSOCIATES INC CIK 0000846222 0.896 28 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services CIK 0001865158 0.422 131 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RIVERPARK CAPITAL MANAGEMENT LLC CIK 0001614704 0.237 36 1.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RBF Capital, LLC CIK 0001134621 0.512 506 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arjuna Capital CIK 0001703208 0.352 113 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUZO MICHAEL J CIK 0001053914 0.425 66 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WRIGHT INVESTORS SERVICE INC CIK 0000108572 0.214 148 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TLWM CIK 0001732537 0.888 73 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bayview Asset Management, LLC CIK 0001767366 0.028 44 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF HAWAII CIK 0000315080 0.804 233 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RMR Capital Management, LLC CIK 0002032709 0.384 76 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Next Capital Management LLC CIK 0001752762 0.504 138 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HighVista Strategies LLC CIK 0001335325 0.080 147 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
S-Bank Fund Management Ltd CIK 0002036461 0.203 249 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Bank CIK 0001697791 0.298 122 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 1.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
First Dallas Securities Inc. CIK 0001378559 0.326 125 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
POSTROCK PARTNERS LLC CIK 0002053668 0.621 78 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLY LAWRENCE W & ASSOCIATES INC/CA CIK 0000920441 0.418 128 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fruth Investment Management CIK 0001416856 0.254 225 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Balefire, LLC CIK 0001750924 0.097 475 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IMS Capital Management CIK 0001343916 0.313 147 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leisure Capital Management CIK 0001631507 0.304 157 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qtron Investments LLC CIK 0001768099 0.279 449 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FLC Capital Advisors CIK 0001713697 0.549 229 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hardy Reed LLC CIK 0001761871 0.866 252 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Maven Securities LTD CIK 0001633046 0.047 164 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delaney Dennis R CIK 0001661536 0.404 61 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Matisse Capital CIK 0001668256 0.148 158 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Notis-McConarty Edward CIK 0001592616 0.343 67 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sovereign's Capital Management, LLC CIK 0001911637 0.174 70 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 1.0 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 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thomasville National Bank CIK 0001561790 0.599 241 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kidder Stephen W CIK 0001314377 0.476 75 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AIA Group Ltd CIK 0001522877 0.800 324 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 1.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Navalign, LLC CIK 0001820593 0.504 132 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Graypoint LLC CIK 0001794198 0.550 526 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Variant Private Wealth, LLC CIK 0002054798 0.297 42 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FIGURE 8 INVESTMENT STRATEGIES LLC CIK 0001909570 0.183 56 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARK ASSET MANAGEMENT LP CIK 0000860176 0.617 31 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
United Community Bank CIK 0002000314 0.267 534 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Future Fund LLC CIK 0001911970 0.079 118 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kearns & Associates LLC CIK 0001908695 0.847 41 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JERICHO FINANCIAL, LLP CIK 0001841173 0.380 41 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.467 365 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whelan Financial CIK 0001894921 0.754 101 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boltwood Capital Management CIK 0001563690 0.369 192 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Unified Investment Management CIK 0002054855 0.105 141 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.541 177 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Athena Investment Management CIK 0001921093 0.240 132 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Port Advisors CIK 0001744348 0.222 266 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LCNB CORP (LCNB) CIK 0001074902 0.389 184 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dempze Nancy E CIK 0001592614 0.301 91 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First National Advisers, LLC CIK 0001941030 0.386 251 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RW Investment Management LLC CIK 0001631627 0.928 115 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elefante Mark B CIK 0001661535 0.333 60 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
5T Wealth, LLC CIK 0002039313 0.300 134 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of Marin CIK 0001801145 0.155 133 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SFMG, LLC CIK 0001512026 0.796 334 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Palacios Wealth Management, LLC CIK 0002053829 0.522 76 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Hampshire Trust CIK 0001961742 0.436 176 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Family Trust CIK 0001568991 0.269 200 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.6 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KRS Capital Management, LLC CIK 0001910876 0.366 124 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optas, LLC CIK 0001802961 0.460 494 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENZI WEALTH CIK 0001887441 0.755 76 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aljian Capital Management, LLC CIK 0001731260 0.728 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peoples Bank/KS CIK 0001998269 0.180 98 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Orca Investment Management, LLC CIK 0001511229 0.323 60 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Souders Financial Advisors CIK 0001811240 0.482 224 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Essex LLC CIK 0001889147 0.576 180 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ariston Services Group CIK 0001743859 0.678 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Group, Ltd. CIK 0002013988 0.302 106 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.333 77 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norway Savings Bank CIK 0001692227 0.255 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC CIK 0002054680 0.473 36 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broderick Brian C CIK 0001314376 0.508 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benin Management CORP CIK 0001352871 0.711 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.3 0.0% 1 +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
Hara Capital LLC CIK 0002010015 0.171 307 0.3 0.2% 3 -0.3 pp -0.2 pp +0.2 pp +0.2 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manuka Financial, LLC CIK 0002049064 0.635 55 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Group CIK 0001341748 0.370 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Keefe Stevens Advisory, Inc. CIK 0001780565 0.611 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Long Island Investors, LLC CIK 0001490429 0.490 73 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broadleaf Partners, LLC CIK 0001712686 0.215 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEYER HANDELMAN CO CIK 0000045319 0.623 274 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.2 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teza Capital Management LLC CIK 0001655789 0.000 119 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
SLT Holdings LLC CIK 0002052222 0.097 146 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ceeto Capital Group, LLC CIK 0001722439 0.387 174 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +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
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Planning,Inc CIK 0002048547 0.411 334 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wesleyan Assurance Society CIK 0001773368 0.720 109 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quarry LP CIK 0001965207 0.031 2367 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WD RUTHERFORD LLC CIK 0001841015 0.182 75 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knuff & Co LLC CIK 0001768089 0.368 142 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SCHW). Qtrs Held counts distinct quarters this fund has actually held SCHW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHW position size. Δ columns are the percentage-point change in SCHW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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