Signals

SPEM

987 in-universe funds with a nonzero position in SPEM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1289
Score / z0.020 / 0.02
Consensus306.06 over 607 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,031.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 795.8 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 743.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 729.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 437.9 1.8% 3 -0.1 pp +0.4 pp +1.8 pp +1.8 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 327.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 251.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 215.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 206.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 193.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 188.5 2.4% 3 -0.2 pp -0.5 pp +2.4 pp +2.4 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 181.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 152.3 7.9% 3 -0.6 pp -0.6 pp +7.9 pp +7.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 129.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 122.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 122.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 103.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 101.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 92.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 90.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 88.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 87.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 84.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 68.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 68.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 57.3 0.1% 3 +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 56.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 53.4 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 53.2 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 52.7 0.9% 5 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 48.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 47.7 3.9% 3 -1.6 pp -0.7 pp +3.9 pp +3.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 47.5 0.2% 3 -0.5 pp -0.5 pp +0.2 pp +0.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 46.4 1.3% 3 +0.3 pp +0.2 pp +1.3 pp +1.3 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 46.1 5.1% 3 -0.5 pp -0.1 pp +5.1 pp +5.1 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 45.4 1.9% 3 +0.4 pp +0.1 pp +1.9 pp +1.9 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 41.0 1.9% 3 +0.2 pp +0.2 pp +1.9 pp +1.9 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 40.7 7.7% 3 +0.3 pp +0.5 pp +7.7 pp +7.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 38.2 4.0% 3 +0.0 pp +0.3 pp +4.0 pp +4.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 37.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 37.6 3.3% 3 -0.1 pp -0.8 pp +3.3 pp +3.3 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 37.5 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 36.2 1.2% 3 +0.5 pp +0.4 pp +1.2 pp +1.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 34.2 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 34.0 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 33.6 2.5% 3 -0.2 pp +0.7 pp +2.5 pp +2.5 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 33.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 33.1 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 32.6 3.2% 3 -0.1 pp +0.0 pp +3.2 pp +3.2 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 32.5 6.9% 3 +3.5 pp +6.8 pp +6.9 pp +6.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.8 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 30.7 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 30.3 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
Cercano Management LLC CIK 0001936416 0.054 133 30.1 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 30.0 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 29.0 5.3% 3 -0.1 pp +0.0 pp +5.3 pp +5.3 pp
CGN Advisors LLC CIK 0001841506 0.595 322 27.7 2.2% 3 -0.0 pp +0.0 pp +2.2 pp +2.2 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 26.3 3.5% 3 +0.0 pp +0.3 pp +3.5 pp +3.5 pp
MA Private Wealth CIK 0001767474 0.750 88 25.9 4.3% 3 +3.7 pp +3.8 pp +4.3 pp +4.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 24.7 5.1% 3 +0.1 pp +1.2 pp +5.1 pp +5.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 24.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
KWB Wealth CIK 0001822236 0.453 169 23.9 2.3% 3 -2.0 pp -0.5 pp +2.3 pp +2.3 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 23.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 23.0 3.0% 3 -0.2 pp -2.0 pp +3.0 pp +3.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 22.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Summit Global Investments CIK 0001697953 0.729 523 22.8 1.3% 3 +0.4 pp +0.6 pp +1.3 pp +1.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 20.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 20.3 3.3% 3 -0.2 pp -0.9 pp +3.3 pp +3.3 pp
VICUS CAPITAL CIK 0001544806 0.660 268 20.2 1.5% 3 +0.4 pp +1.4 pp +1.5 pp +1.5 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 20.1 1.3% 3 -0.0 pp +0.2 pp +1.3 pp +1.3 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 20.0 6.9% 3 -0.2 pp -0.1 pp +6.9 pp +6.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 19.6 1.5% 3 +0.0 pp +0.3 pp +1.5 pp +1.5 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 19.4 6.3% 3 -0.8 pp -0.7 pp +6.3 pp +6.3 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 19.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 19.2 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 19.1 9.1% 3 +2.2 pp +3.1 pp +9.1 pp +9.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 17.9 2.0% 1 +2.0 pp -0.0 pp +2.0 pp +2.0 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 17.3 3.9% 3 -0.2 pp -0.1 pp +3.9 pp +3.9 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 17.1 6.5% 3 -0.1 pp +0.7 pp +6.5 pp +6.5 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 17.1 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 17.0 6.7% 3 +0.1 pp -0.0 pp +6.7 pp +6.7 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 16.9 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 16.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 16.6 2.0% 3 +0.6 pp +1.0 pp +2.0 pp +2.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 15.9 7.2% 3 -0.9 pp -0.8 pp +7.2 pp +7.2 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 15.8 4.8% 3 +0.8 pp +1.4 pp +4.8 pp +4.8 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 15.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 15.6 1.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.2 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 14.0 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 13.6 2.7% 3 +0.4 pp +0.5 pp +2.7 pp +2.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 13.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 13.4 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.3 0.1% 3 -1.0 pp -0.9 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
TRUEFG, LLC CIK 0001766067 0.882 75 12.7 3.4% 3 -0.2 pp -0.1 pp +3.4 pp +3.4 pp
ERn Financial, LLC CIK 0001768302 0.529 161 12.7 2.4% 3 -0.1 pp -0.5 pp +2.4 pp +2.4 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 12.6 1.7% 4 +0.3 pp +0.4 pp +1.1 pp +1.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 12.4 4.2% 3 -0.0 pp +0.6 pp +4.2 pp +4.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 12.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 12.3 5.6% 3 -0.3 pp -0.9 pp +5.6 pp +5.6 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 12.2 3.1% 3 -0.1 pp +0.1 pp +3.1 pp +3.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 11.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 11.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 11.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 11.3 8.6% 3 -0.5 pp -1.0 pp +8.6 pp +8.6 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 11.2 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 11.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 11.0 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 10.8 4.9% 3 +0.9 pp +1.2 pp +4.9 pp +4.9 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 10.8 4.2% 3 +0.1 pp +0.2 pp +4.2 pp +4.2 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 10.7 4.8% 4 -0.2 pp -0.1 pp +2.2 pp +4.8 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.7 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 10.6 2.3% 3 +0.5 pp +0.5 pp +2.3 pp +2.3 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.5 1.2% 3 -0.5 pp -0.6 pp +1.2 pp +1.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 10.2 1.4% 3 +0.2 pp +0.4 pp +1.4 pp +1.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 10.2 2.4% 3 +0.1 pp +1.0 pp +2.4 pp +2.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 10.0 2.6% 3 +0.1 pp -0.0 pp +2.6 pp +2.6 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 10.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 9.9 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 9.8 2.6% 3 -0.5 pp +0.2 pp +2.6 pp +2.6 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 9.6 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 9.1 2.6% 3 -0.0 pp +0.2 pp +2.6 pp +2.6 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 8.9 1.8% 3 +0.3 pp +0.3 pp +1.8 pp +1.8 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 8.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 8.2 3.6% 3 -0.1 pp +0.1 pp +3.6 pp +3.6 pp
Values Added Financial LLC CIK 0001973921 0.422 147 8.2 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 8.1 3.5% 3 +0.3 pp +0.8 pp +3.5 pp +3.5 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 8.1 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 8.1 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 8.0 4.0% 4 +0.6 pp +0.1 pp +0.3 pp +4.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 7.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 7.5 1.8% 3 +0.7 pp +1.5 pp +1.8 pp +1.8 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 7.5 2.1% 3 -0.0 pp +0.1 pp +2.1 pp +2.1 pp
David Kennon Inc CIK 0001954126 0.575 45 7.2 2.6% 3 -0.1 pp +0.0 pp +2.6 pp +2.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.2 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 7.2 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 7.1 2.4% 4 +0.0 pp -0.0 pp -0.0 pp +2.4 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 7.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 7.1 1.5% 3 -0.4 pp -0.2 pp +1.5 pp +1.5 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 7.0 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 7.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 6.9 4.9% 3 -0.7 pp -0.1 pp +4.9 pp +4.9 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 6.9 3.9% 3 +0.9 pp +1.2 pp +3.9 pp +3.9 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 6.8 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 6.8 1.4% 3 +0.2 pp +0.1 pp +1.4 pp +1.4 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 6.7 3.1% 3 +0.0 pp -0.0 pp +3.1 pp +3.1 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 6.7 5.7% 4 -0.1 pp +0.2 pp -0.1 pp +5.7 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 6.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.5 0.5% 4 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
CX Institutional CIK 0001737089 0.437 1568 6.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 6.0 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.8 4.9% 5 +0.5 pp +0.7 pp +0.6 pp +0.9 pp
Rinkey Investments CIK 0001730774 0.601 128 5.8 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 5.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 5.8 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 5.7 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 5.6 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 5.5 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 5.5 2.0% 3 -0.0 pp +0.4 pp +2.0 pp +2.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 5.4 1.3% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Towercrest Capital Management CIK 0001633288 0.713 110 5.4 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 5.3 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boltwood Capital Management CIK 0001563690 0.369 192 5.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 5.1 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 5.1 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.1 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 5.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 5.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 4.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 4.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 4.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 4.6 3.6% 4 +0.9 pp +1.4 pp +1.2 pp +3.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADE, LLC CIK 0001845950 0.661 93 4.6 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
FMR LLC CIK 0000315066 0.989 5571 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 4.5 3.1% 3 +0.4 pp +0.3 pp +3.1 pp +3.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 4.5 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Collier Financial CIK 0001902901 0.619 141 4.4 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
Key FInancial Inc CIK 0001801720 0.372 1356 4.4 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 4.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 4.3 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
Optas, LLC CIK 0001802961 0.460 494 4.2 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 4.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 4.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 4.2 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 4.1 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 4.0 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.0 0.8% 3 +0.1 pp +0.4 pp +0.8 pp +0.8 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.0 3.6% 3 -0.2 pp -0.2 pp +3.6 pp +3.6 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 4.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 4.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 4.0 2.6% 3 +0.0 pp +0.3 pp +2.6 pp +2.6 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 4.0 1.8% 3 -0.1 pp +0.3 pp +1.8 pp +1.8 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 4.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 4.0 2.1% 3 -0.4 pp -0.9 pp +2.1 pp +2.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.9 0.9% 3 +0.2 pp +0.0 pp +0.9 pp +0.9 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
INTRUST BANK NA CIK 0001034771 0.638 416 3.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.8 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 3.8 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.7 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.7 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Shum Financial Group, Inc. CIK 0002044675 0.247 106 3.6 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 3.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.6 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.5 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 3.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 3.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 3.4 3.0% 3 -0.0 pp -0.0 pp +3.0 pp +3.0 pp
Axos Invest Inc. CIK 0002042928 0.763 20 3.3 2.4% 2 +1.3 pp +2.4 pp +2.4 pp +2.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 3.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Partners in Financial Planning CIK 0002054264 0.816 131 3.2 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Balefire, LLC CIK 0001750924 0.097 475 3.2 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 3.2 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OLIO Financial Planning CIK 0001906766 0.888 68 3.2 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.1 1.6% 3 -0.2 pp -0.6 pp +1.6 pp +1.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 2.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 2.9 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 2.9 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.9 0.9% 3 -0.9 pp -0.8 pp +0.9 pp +0.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 2.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Partnership Wealth Management, LLC CIK 0002010656 0.560 67 2.8 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 2.8 1.6% 3 -0.1 pp +0.0 pp +1.6 pp +1.6 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 2.7 2.0% 3 -0.8 pp -0.0 pp +2.0 pp +2.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.7 3.9% 3 +1.7 pp +2.0 pp +3.9 pp +3.9 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.6 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MATAURO, LLC CIK 0002052964 0.684 158 2.6 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 2.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
McAdam, LLC CIK 0001695490 0.802 516 2.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.6 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 2.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 2.5 2.6% 3 +0.7 pp +1.9 pp +2.6 pp +2.6 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.5 1.2% 2 +0.7 pp +1.2 pp +0.8 pp +1.2 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 2.5 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 2.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.4 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 2.4 1.8% 4 +0.0 pp +0.0 pp +0.1 pp +1.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 2.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
FF Advisors,LLC CIK 0002011904 0.517 123 2.4 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.4 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.3 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 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 2.3 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 2.2 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 2.2 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vested Financial Planning, LLC CIK 0002044679 0.794 29 2.0 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Advisor OS, LLC CIK 0001767580 0.509 586 2.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 1.9 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 1.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.9 1.1% 4 +0.0 pp -0.2 pp -0.2 pp +1.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.9 0.2% 3 -0.4 pp +0.0 pp +0.2 pp +0.2 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 1.9 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Ascent Group, LLC CIK 0001913231 0.508 808 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 1.8 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 1.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 1.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
Brown Financial Advisory CIK 0001843853 0.850 49 1.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.7 1.8% 3 +0.2 pp +0.2 pp +1.8 pp +1.8 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.7 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 1.7 3.3% 3 +1.2 pp +1.6 pp +3.3 pp +3.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 1.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 1.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.6 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 1.6 1.1% 4 +0.3 pp -0.0 pp +0.3 pp +1.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 1.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 1.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 1.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IRON Financial LLC CIK 0001595509 0.376 151 1.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 1.3 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.3 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 1.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.2 0.8% 4 +0.0 pp -1.0 pp -0.9 pp +0.8 pp
G&S Capital LLC CIK 0001731448 0.138 152 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.2 0.3% 3 -0.4 pp -0.7 pp +0.3 pp +0.3 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spartan Planning & Wealth Management CIK 0001749283 0.075 75 1.1 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 1.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 1.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Range Financial Group LLC CIK 0001928635 0.113 206 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 1.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 1.1 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 1.0 0.5% 4 -0.2 pp -0.9 pp -3.0 pp +0.5 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 1.0 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.0 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.0 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 1.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 1.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.9 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 0.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.9 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
October Effect Ltd CIK 0002078353 0.030 64 0.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.9 0.4% 3 -0.5 pp -0.5 pp +0.4 pp +0.4 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.8 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 0.7 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanich Group LLC CIK 0002023324 0.748 52 0.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
K2 Financial Inc. CIK 0002044711 0.455 60 0.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Zhang Financial LLC CIK 0001776290 0.816 392 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.5 0.4% 4 +0.1 pp +0.0 pp +0.1 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ervin Investment Management, LLC CIK 0001907802 0.618 47 0.5 0.3% 3 -1.9 pp -1.8 pp +0.3 pp +0.3 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 0.4 0.2% 3 -1.2 pp -1.1 pp +0.2 pp +0.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 3 -1.7 pp +0.0 pp +0.2 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.3 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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
Security Financial Services, INC. CIK 0001913590 0.442 203 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.3 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 3 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.2 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 2 +0.0 pp +0.2 pp -0.1 pp +0.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 5 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 3 -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
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 3 -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
Elyxium Wealth, LLC CIK 0002043538 0.051 298 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
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 2 -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% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 3 -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
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
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
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -1.3 pp -0.7 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -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
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -6.8 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.0 0.0% 0 -0.2 pp -0.2 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
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -2.2 pp -2.3 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -2.7 pp -2.2 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -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% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 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
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -3.7 pp -3.6 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 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 +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -8.0 pp -9.9 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 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
First Financial Group Corp CIK 0002054920 0.407 81 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 SPEM). Qtrs Held counts distinct quarters this fund has actually held SPEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPEM position size. Δ columns are the percentage-point change in SPEM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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