Signals

SPDW

1423 in-universe funds with a nonzero position in SPDW within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#621
Score / z0.259 / 0.29
Consensus413.92 over 792 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Creative Planning CIK 0001540235 0.979 4196 7,278.3 4.3% 5 +0.1 pp +0.3 pp +0.6 pp +0.8 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2,621.4 4.7% 5 -0.5 pp -0.2 pp -0.1 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,965.5 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,130.2 4.8% 5 -0.7 pp -0.6 pp -0.8 pp -1.4 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 767.5 17.3% 5 -1.4 pp -1.0 pp +0.5 pp +1.5 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 691.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 613.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 542.0 0.3% 3 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 448.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 422.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 313.1 2.3% 3 -0.1 pp +0.1 pp +2.3 pp +2.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 297.1 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 236.2 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 233.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 231.0 2.5% 5 +0.1 pp -0.2 pp -0.2 pp -0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 230.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 226.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 221.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 210.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 209.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 201.6 4.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 192.8 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 188.0 16.2% 5 -1.9 pp +0.3 pp -0.1 pp +2.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 182.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 181.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 172.0 15.4% 5 -1.1 pp -0.5 pp +0.4 pp +0.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 169.2 1.5% 5 -0.2 pp -0.4 pp -0.2 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 166.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 162.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 152.4 9.8% 5 +0.2 pp +3.9 pp +5.7 pp +9.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 151.5 1.4% 5 +0.1 pp -0.3 pp -0.4 pp -0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 146.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 143.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 138.9 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 122.5 9.3% 5 -0.3 pp +0.5 pp +1.1 pp +1.5 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 121.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 119.8 2.2% 5 -0.4 pp -0.4 pp +0.8 pp +0.6 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 115.4 3.6% 5 -0.0 pp -0.0 pp +0.3 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 114.6 2.2% 5 +0.3 pp +1.1 pp +1.1 pp +1.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 114.3 4.2% 5 -0.0 pp +0.3 pp +0.4 pp -0.9 pp
Gradient Investments LLC CIK 0001542265 0.563 448 112.4 1.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 111.0 0.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 110.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 110.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 108.9 1.7% 5 -1.3 pp +1.3 pp -0.1 pp -0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 108.8 3.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 105.3 18.2% 5 +0.1 pp +0.1 pp +0.9 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 101.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 99.4 11.8% 5 +0.3 pp +2.1 pp +1.3 pp +1.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 99.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 97.0 6.2% 5 +0.1 pp -0.2 pp -0.5 pp +1.7 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 91.8 8.6% 5 -0.5 pp -0.3 pp -0.1 pp -1.5 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 91.7 1.5% 5 +0.2 pp -0.7 pp -0.5 pp -0.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 91.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 88.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 86.8 0.4% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 85.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 84.0 7.9% 5 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 79.6 0.8% 5 +0.1 pp +0.3 pp +0.7 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 79.1 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 78.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 76.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 76.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 74.7 1.2% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 71.5 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
TRUEFG, LLC CIK 0001766067 0.882 75 69.8 16.3% 5 -0.4 pp -0.2 pp -0.2 pp -0.2 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 68.3 7.9% 5 +0.3 pp +0.9 pp +2.1 pp +2.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 68.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 67.7 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 63.0 6.6% 5 -0.2 pp +0.0 pp +0.7 pp +1.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 61.8 4.5% 5 +0.3 pp +0.3 pp +0.8 pp +0.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 60.2 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 60.1 0.9% 1 +0.9 pp +0.1 pp +0.0 pp +0.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 56.9 3.8% 5 +1.2 pp +1.3 pp +1.3 pp +1.4 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 56.1 2.4% 5 -0.1 pp -0.9 pp -0.9 pp -0.9 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 56.0 4.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 50.7 4.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 50.1 5.9% 4 -0.0 pp +0.3 pp +0.3 pp +5.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 48.0 2.8% 5 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 47.2 6.8% 5 -0.4 pp -0.4 pp -0.2 pp -0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 46.2 0.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 45.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 45.1 3.8% 5 +1.2 pp +0.2 pp -1.0 pp -1.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 44.8 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 44.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 43.0 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 42.2 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 40.6 6.2% 5 -0.2 pp -0.6 pp -0.4 pp -0.4 pp
KWB Wealth CIK 0001822236 0.452 169 39.8 3.4% 5 -0.2 pp -0.4 pp -0.9 pp -1.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 39.7 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 39.0 4.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 38.9 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 38.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 37.9 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 37.4 2.4% 5 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 37.4 5.8% 5 +0.0 pp +0.2 pp +0.4 pp +1.6 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 36.8 0.2% 2 -0.5 pp +0.2 pp +0.2 pp -0.8 pp
Auour Investments LLC CIK 0001789310 0.580 95 36.8 10.5% 5 +0.0 pp +0.3 pp +1.4 pp +1.9 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 36.4 1.6% 5 +0.1 pp +0.4 pp +0.3 pp -0.4 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 36.0 1.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 35.9 1.7% 2 -0.0 pp +1.7 pp -2.5 pp -0.5 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 35.1 9.5% 5 +0.4 pp +0.8 pp +8.0 pp +8.3 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 34.3 14.2% 7 +0.1 pp -0.2 pp -0.1 pp -0.7 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 33.9 4.8% 5 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 33.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Flagstone Financial Management CIK 0001968890 0.851 77 33.4 7.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 33.1 10.9% 5 -1.5 pp -1.7 pp -0.3 pp +1.1 pp
ERn Financial, LLC CIK 0001768302 0.529 161 32.9 5.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 32.5 11.1% 5 +0.7 pp +2.0 pp +1.4 pp +3.0 pp
Rinkey Investments CIK 0001730774 0.601 128 32.2 7.6% 5 -0.0 pp -0.2 pp -0.6 pp -1.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 31.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 31.7 7.7% 5 -0.2 pp +0.1 pp +0.2 pp +2.6 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 31.4 1.9% 6 +0.2 pp +0.7 pp +0.9 pp +1.2 pp
Headland Capital, LLC CIK 0002056637 0.802 64 31.3 7.7% 5 +0.3 pp +0.7 pp +1.0 pp -1.6 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 31.3 6.8% 5 +0.5 pp +0.7 pp +1.1 pp +2.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 30.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 30.4 5.1% 5 -0.4 pp -0.6 pp +0.3 pp +0.5 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 30.2 5.6% 5 +0.2 pp +0.2 pp +0.5 pp +0.2 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 30.1 2.0% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 29.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 28.7 7.5% 5 -0.3 pp +0.1 pp +0.1 pp +1.7 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 28.2 1.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
Treasure Coast Financial Planning CIK 0001911307 0.681 48 28.1 13.7% 5 +0.7 pp +0.8 pp +0.6 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 27.1 1.1% 5 -0.0 pp -0.0 pp +0.8 pp +0.7 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 26.8 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 26.6 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Fairfield University CIK 0001717825 0.861 4 26.0 10.5% 5 +6.8 pp +5.6 pp +4.3 pp +7.5 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 26.0 11.2% 6 +0.1 pp -0.7 pp +1.3 pp -0.6 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 25.8 0.8% 5 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 25.5 8.8% 5 +0.4 pp +1.0 pp -1.4 pp -0.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 25.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 24.9 2.7% 5 -0.2 pp +0.4 pp -0.6 pp -0.6 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 24.6 2.7% 5 +0.7 pp +0.1 pp -1.0 pp -1.8 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 24.3 2.7% 5 -0.1 pp +0.2 pp +0.4 pp -1.7 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 24.2 0.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 24.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Values Added Financial LLC CIK 0001973921 0.422 147 23.3 8.4% 5 +0.2 pp +0.9 pp +0.9 pp +1.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 22.7 3.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 22.6 2.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 22.5 4.3% 5 -2.1 pp -3.3 pp -3.1 pp -3.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 22.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 22.0 9.0% 6 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 21.1 2.5% 6 -0.0 pp +0.2 pp +0.5 pp +0.7 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 20.9 6.6% 5 -0.4 pp +1.0 pp +1.6 pp +2.3 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 20.3 7.3% 5 +0.0 pp +1.8 pp +1.9 pp +1.7 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 20.3 2.1% 5 -0.4 pp -0.9 pp -0.7 pp -0.4 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 20.0 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 19.6 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 19.6 4.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.2 0.1% 7 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 6.1 3.6% 4 +0.1 pp -0.8 pp +0.2 pp +3.6 pp
Ervin Investment Management, LLC CIK 0001907802 0.617 47 6.1 3.3% 5 +0.2 pp +0.6 pp +0.7 pp +0.6 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 6.0 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Towercrest Capital Management CIK 0001633288 0.713 110 5.9 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 5.9 1.7% 5 -1.7 pp -1.7 pp +0.1 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 5.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 5.9 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.7 2.1% 5 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 5.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.5 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 5.4 1.8% 5 +0.2 pp +0.3 pp +0.5 pp +0.6 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.4 0.7% 5 -0.4 pp -0.9 pp -1.0 pp -1.5 pp
Brown Financial Advisors CIK 0002035548 0.168 212 5.4 1.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 5.3 3.1% 6 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heritage Trust Co CIK 0001706028 0.448 313 5.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 5.3 1.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 5.3 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Norway Savings Bank CIK 0001692227 0.255 104 5.2 2.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 5.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
Balefire, LLC CIK 0001750924 0.097 475 5.1 0.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
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Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 5.1 2.7% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 4.9 2.5% 5 -0.6 pp -0.6 pp -0.0 pp -0.2 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 4.9 1.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.8 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 4.8 1.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 4.8 0.3% 5 +0.2 pp -0.1 pp +0.0 pp -0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 4.8 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 4.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 4.7 1.2% 6 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
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G&S Capital LLC CIK 0001731448 0.138 152 4.7 1.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.7 0.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.6 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Richmond Investment Services, LLC CIK 0002031991 0.250 145 4.5 1.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 4.5 0.8% 5 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 4.5 0.5% 1 +0.5 pp +0.5 pp +0.0 pp +0.1 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 4.5 2.6% 5 -0.1 pp +0.2 pp +0.5 pp +0.6 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 4.4 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 4.4 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 4.4 2.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
YANKCOM Partnership CIK 0002036975 0.405 308 4.4 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 4.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 4.4 4.4% 1 +4.4 pp -0.1 pp +0.3 pp +1.7 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 4.3 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 4.3 0.8% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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JRM Investment Counsel, LLC CIK 0001631084 0.892 21 4.2 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Downshift Financial, LLC CIK 0002118380 0.484 660 4.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SkyOak Wealth, LLC CIK 0001800379 0.449 251 3.9 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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TRB Wealth Management, LLC CIK 0002130988 0.545 296 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.4 0.6% 2 +0.0 pp +0.6 pp -0.2 pp +0.5 pp
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Trinity Wealth Management, LLC CIK 0001685364 0.398 74 3.3 1.0% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Bell Bank CIK 0001002672 0.895 195 3.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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ABLE Financial Group, LLC CIK 0001977500 0.399 222 3.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Chicago Capital, LLC CIK 0001740053 0.632 360 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 2.2 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IRON Financial LLC CIK 0001595509 0.376 151 2.2 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PCB Capital LLC CIK 0002123661 0.087 114 2.1 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.0 0.9% 6 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 2.0 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.0 0.5% 5 -0.0 pp -0.4 pp -0.2 pp -0.7 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 2.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.0 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roan Capital Partners CIK 0002124783 0.136 78 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.9 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 1.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.9 1.0% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Realta Investment Advisors CIK 0001776792 0.189 378 1.9 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
River Street Advisors LLC CIK 0001964897 0.314 177 1.8 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 1.8 0.7% 1 +0.7 pp +0.7 pp +0.2 pp +0.3 pp
WealthPoint Financial, LLC CIK 0002040860 0.147 126 1.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 1.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
DAGCO, INC. CIK 0001767343 0.605 117 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.8 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 1.7 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 1.7 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
True North Advisors, LLC CIK 0001634556 0.493 291 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FreeGulliver LLC CIK 0002032561 0.536 123 1.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp -0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.6 0.4% 4 -0.3 pp +0.0 pp +0.0 pp +0.4 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.6 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 1.6 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 1.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 1.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -5.6 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.6 0.4% 5 +0.1 pp +0.1 pp -0.8 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 1.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 1.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 1.5 1.0% 5 -0.0 pp +0.0 pp -0.7 pp -0.7 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.5 0.4% 4 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 1.5 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.5 0.5% 6 -0.8 pp -0.8 pp -0.1 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
October Effect Ltd CIK 0002078353 0.030 64 1.5 1.4% 4 +0.0 pp +0.5 pp +0.7 pp +1.4 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 1.5 1.4% 5 +0.3 pp +0.3 pp +0.6 pp +0.7 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.5 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Vericrest Private Wealth CIK 0001912300 0.443 44 1.5 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.4 0.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
Tannin Capital LLC CIK 0002110834 0.151 169 1.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.4 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.3 0.4% 5 -0.2 pp +0.0 pp +0.1 pp +0.0 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.3 0.8% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.3 0.8% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.3 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLR Partners, LLC CIK 0002134831 0.348 111 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vantus Wealth LLC CIK 0002109783 0.080 236 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 1.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
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GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 1.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.2 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.2 0.1% 5 -0.2 pp -0.2 pp +0.0 pp -0.6 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.2 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Rock Point Advisors, LLC CIK 0001301540 0.271 123 1.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 1.1 0.9% 5 +0.3 pp +0.7 pp +0.8 pp +0.8 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.1 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 1.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 1.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.1 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 1.1 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 1.0 0.7% 5 +0.3 pp +0.4 pp +0.3 pp +0.3 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Canal Capital Management, LLC CIK 0001666733 0.400 220 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 1.0 0.7% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.0 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Schwallier Wealth Management LLC CIK 0001934951 0.044 69 1.0 0.6% 5 -3.3 pp -3.2 pp -3.0 pp -2.7 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.0 0.5% 7 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 1.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Thompson David Blair CIK 2150492 0.059 212 1.0 0.5% 3 +0.1 pp -1.2 pp +0.5 pp +0.5 pp
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Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.0 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.9 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
TLWM CIK 0001732537 0.888 73 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.9 0.7% 4 -0.1 pp +0.0 pp +0.1 pp +0.7 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bolthouse Investments, LLC CIK 0001567013 0.332 86 0.9 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.9 0.0% 2 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Lumbard & Kellner, LLC CIK 0001602476 0.247 108 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E6 Portfolios, LLC CIK 0002110817 0.358 97 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
BANK OF HAWAII CIK 0000315080 0.804 233 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.8 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.7 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 0.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.7 0.3% 1 +0.3 pp +0.3 pp -0.1 pp -0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.7 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.7 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.7 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCK Partners, Inc. CIK 0001845867 0.872 28 0.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 0.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruggiero Investments, Inc. CIK 0002110677 0.210 86 0.6 0.5% 2 -0.8 pp +0.5 pp +0.5 pp +0.5 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.6 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.6 0.1% 1 +0.1 pp +0.1 pp -0.8 pp -1.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 5 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.6 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.6 0.3% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.6 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.9 pp
Curi Capital, LLC CIK 0001332905 0.547 888 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.6 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.6 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stillwater Private Wealth, LLC CIK 2137933 0.065 83 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Portland Financial Advisors Inc CIK 0002054942 0.138 89 0.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Asset Dedication, LLC CIK 0001475896 0.787 1242 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LVZ, Inc. CIK 0001574408 0.888 177 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sensible Money, LLC CIK 0001965229 0.852 101 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 0.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.5 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.4 0.2% 6 -1.4 pp -0.9 pp -0.9 pp -0.0 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.4 0.1% 5 -0.0 pp -0.9 pp -0.9 pp -0.9 pp
Veery Capital, LLC CIK 0001844375 0.780 100 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Betterment LLC CIK 0001633901 0.437 675 0.4 0.7% 4 -0.0 pp +0.1 pp +0.0 pp +0.7 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.4 0.3% 3 -0.3 pp -0.6 pp +0.3 pp +0.3 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 5 -0.0 pp -0.5 pp -1.3 pp -1.3 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gross & Hartman Investments LLC CIK 0001966094 0.730 80 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
OLIO Financial Planning CIK 0001906766 0.888 68 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBE Wealth Management, LLC CIK 0002104442 0.580 59 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.3 0.2% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 0.3 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
American Trust CIK 0001905128 0.729 334 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tevis Investment Management CIK 0001940416 0.217 104 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
New Perspectives, Inc CIK 0001909565 0.875 49 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.3 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.2 0.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.2 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Manuka Financial, LLC CIK 0002049064 0.635 55 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.5 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp -3.2 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.7 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -5.7 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.9 pp -1.9 pp -1.9 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp -4.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -1.0 pp -1.4 pp -1.8 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -2.7 pp -2.1 pp -1.6 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -3.8 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BDFS Capital LLC CIK 0002112636 0.430 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp -1.2 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -1.0 pp -1.2 pp -1.3 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.4 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -1.3 pp -1.2 pp -1.3 pp -1.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -4.3 pp -3.5 pp -3.2 pp -3.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 -0.9 pp -0.7 pp -0.6 pp -0.7 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPDW). Qtrs Held counts distinct quarters this fund has actually held SPDW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPDW position size. Δ columns are the percentage-point change in SPDW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status