Signals

SPY

4070 in-universe funds with a nonzero position in SPY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#12
Score / z8.517 / 10.88
Consensus1187.92 over 2459 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1% / 1.4d

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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 30,845.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 22,830.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22,760.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 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 19,068.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12,382.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9,183.8 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8,625.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6,328.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5,950.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5,862.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4,783.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3,678.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,575.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 3,565.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 3,398.2 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3,298.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,879.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2,727.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2,691.0 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2,525.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FMR LLC CIK 0000315066 0.989 5571 2,443.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2,109.3 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2,020.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,987.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,985.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
Capula Management Ltd CIK 0001557017 0.914 303 1,967.9 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,929.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1,878.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Creative Planning CIK 0001540235 0.979 4196 1,811.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,726.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Silicon Valley Community Foundation CIK 0001598350 0.975 4 1,716.3 97.0% 1 +97.0 pp +97.0 pp +97.0 pp +97.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,701.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,656.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1,638.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,617.4 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1,612.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 1,531.6 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,395.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,382.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,237.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1,228.2 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,218.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Man Group plc CIK 0001637460 0.631 2032 1,173.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,092.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1,081.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,024.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NATIXIS CIK 0001274981 0.561 1107 999.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 964.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 865.7 22.0% 1 +22.0 pp +22.0 pp +22.0 pp +22.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 855.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 841.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 841.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 830.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 820.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 816.2 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 814.9 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 806.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 803.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 799.5 27.3% 1 +27.3 pp +27.3 pp +27.3 pp +27.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 787.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 761.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 750.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 748.8 55.5% 1 +55.5 pp +55.5 pp +55.5 pp +55.5 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 737.1 34.1% 1 +34.1 pp +34.1 pp +34.1 pp +34.1 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 719.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 715.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 713.3 23.8% 1 +23.8 pp +23.8 pp +23.8 pp +23.8 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 705.1 11.5% 2 -6.3 pp +11.5 pp +11.5 pp +11.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 691.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
Trustees of Columbia University in the City of New York CIK 0001420995 0.938 3 687.4 99.5% 1 +99.5 pp +99.5 pp +99.5 pp +99.5 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 659.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 653.3 24.8% 1 +24.8 pp +24.8 pp +24.8 pp +24.8 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 636.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 633.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 624.6 38.9% 1 +38.9 pp +38.9 pp +38.9 pp +38.9 pp
Freedom Together Foundation CIK 0002002798 0.960 2 616.6 75.5% 1 +75.5 pp +75.5 pp +75.5 pp +75.5 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 614.6 63.5% 1 +63.5 pp +63.5 pp +63.5 pp +63.5 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 603.8 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 595.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 583.2 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 581.1 92.1% 1 +92.1 pp +92.1 pp +92.1 pp +92.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 556.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 531.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 523.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 511.7 32.6% 1 +32.6 pp +32.6 pp +32.6 pp +32.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 487.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 482.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 476.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 473.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 464.6 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Members Trust Co CIK 0001677560 0.939 170 460.2 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 453.1 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 448.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 443.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 443.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
AKUNA SECURITIES LLC CIK 0001529090 0.000 12 433.0 93.7% 1 +93.7 pp +93.7 pp +93.7 pp +93.7 pp
Apexium Financial, LP CIK 0001765285 0.880 288 426.9 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
Greenfield FTC, Inc. CIK 0001842727 0.862 4 421.7 89.6% 1 +89.6 pp +89.6 pp +89.6 pp +89.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 419.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 409.2 23.1% 1 +23.1 pp +23.1 pp +23.1 pp +23.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 400.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 394.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 390.6 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 384.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 380.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 379.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 374.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 371.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Passaic Partners LLC CIK 0001905809 0.898 16 362.9 43.9% 1 +43.9 pp +43.9 pp +43.9 pp +43.9 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 345.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 344.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DAVIS R M INC CIK 0000891287 0.824 280 343.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Amundi CIK 0001330387 0.000 1 341.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 336.3 50.3% 1 +50.3 pp +50.3 pp +50.3 pp +50.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 336.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 326.5 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 322.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JANA Partners Management, LP CIK 0001998597 0.000 10 317.0 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 316.5 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 316.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 315.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 312.3 34.6% 1 +34.6 pp +34.6 pp +34.6 pp +34.6 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 312.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 311.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 301.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 299.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 288.1 22.3% 1 +22.3 pp +22.3 pp +22.3 pp +22.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 285.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 280.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 273.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 270.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 268.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 267.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 266.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
RedJay Asset Management Inc. CIK 0002057370 0.000 0 266.0 62.4% 1 +62.4 pp +62.4 pp +62.4 pp +62.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 262.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 260.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 259.1 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 258.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 249.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 246.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 243.0 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 239.7 95.5% 1 +95.5 pp +95.5 pp +95.5 pp +95.5 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 236.0 58.4% 1 +58.4 pp +58.4 pp +58.4 pp +58.4 pp
Trustees of Dartmouth College CIK 0001599404 0.183 11 230.6 64.6% 1 +64.6 pp +64.6 pp +64.6 pp +64.6 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 230.2 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 225.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
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GTS SECURITIES LLC CIK 0001452765 0.104 1323 215.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 213.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
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Spider Management Company, LLC CIK 0001791621 0.712 5 202.1 76.4% 1 +76.4 pp +76.4 pp +76.4 pp +76.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 202.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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NorthRock Partners, LLC CIK 0001632097 0.841 669 197.8 5.1% 3 -1.0 pp -1.5 pp +5.1 pp +5.1 pp
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Teramo Advisors, LLC CIK 0001904821 0.826 3 194.6 70.9% 1 +70.9 pp +70.9 pp +70.9 pp +70.9 pp
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PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 191.1 44.8% 1 +44.8 pp +44.8 pp +44.8 pp +44.8 pp
CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 190.2 99.8% 1 +99.8 pp +99.8 pp +99.8 pp +99.8 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 188.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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University of Illinois Foundation CIK 0001994249 0.055 29 183.6 73.3% 1 +73.3 pp +73.3 pp +73.3 pp +73.3 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 183.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 180.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 180.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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CV Advisors LLC CIK 0001872254 0.581 133 179.3 55.1% 1 +55.1 pp +55.1 pp +55.1 pp +55.1 pp
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TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 178.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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DT Investment Partners, LLC CIK 0001537621 0.779 512 167.0 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
State of Wyoming CIK 0001821626 0.105 1872 167.0 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
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SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 165.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 165.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 161.3 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
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CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 157.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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TLWM CIK 0001732537 0.888 73 106.7 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
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MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 98.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 86.5 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
V2 Financial group LLC CIK 0002022843 0.490 123 86.2 52.0% 1 +52.0 pp +52.0 pp +52.0 pp +52.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 85.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 85.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
St. Louis Trust Co CIK 0001661144 0.000 125 85.0 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 85.0 2.1% 2 -1.3 pp +2.1 pp +2.1 pp +2.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 84.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 84.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 83.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 83.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 82.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 81.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
BOKF, NA CIK 0000009634 0.752 1160 81.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 81.4 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 81.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 80.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 80.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Busey Bank CIK 0001427202 0.741 388 80.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 79.9 28.9% 1 +28.9 pp +28.9 pp +28.9 pp +28.9 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 78.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 78.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 78.7 30.7% 1 +30.7 pp +30.7 pp +30.7 pp +30.7 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 78.4 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 78.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 78.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 77.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 77.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
First Western Trust Bank CIK 0001513189 0.923 215 77.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 77.4 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 77.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 76.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TCW GROUP INC CIK 0000850401 0.730 629 76.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 75.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 75.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 75.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 74.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Keystone Financial Group CIK 0001729299 0.524 567 74.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
MSA Advisors, LLC CIK 0001040410 0.744 43 74.3 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 73.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 73.7 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 73.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 72.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 72.5 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 71.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Haverford Trust Co CIK 0000842941 0.805 424 71.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 71.5 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 71.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Lepercq De Neuflize Asset Management LLC CIK 0001854423 0.881 37 71.2 62.2% 1 +62.2 pp +62.2 pp +62.2 pp +62.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 70.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 70.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 70.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 69.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Headland Capital, LLC CIK 0002056637 0.802 64 69.3 29.3% 1 +29.3 pp +29.3 pp +29.3 pp +29.3 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 68.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Eos Management, L.P. CIK 0001548882 0.464 35 68.4 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 68.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 67.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 67.3 14.4% 3 +0.1 pp +0.0 pp +14.4 pp +14.4 pp
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Performa Ltd (US), LLC CIK 0001650303 0.771 49 66.9 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 66.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 66.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 66.4 27.4% 2 -1.0 pp +27.4 pp +27.4 pp +27.4 pp
Azarias Capital Management, L.P. CIK 0001625279 0.582 23 65.8 29.9% 1 +29.9 pp +29.9 pp +29.9 pp +29.9 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 65.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 65.5 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Meritage Group LP CIK 0001427119 0.947 12 65.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 65.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 65.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 64.9 24.9% 2 -0.4 pp +24.9 pp +24.9 pp +24.9 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 64.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 64.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 64.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 64.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 63.6 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
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Graypoint LLC CIK 0001794198 0.550 526 62.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 62.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 62.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 62.5 27.8% 1 +27.8 pp +27.8 pp +27.8 pp +27.8 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 62.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 62.0 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 61.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 61.0 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 60.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 60.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 60.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
ALLIANZ SE CIK 0001127508 0.910 519 60.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Avanda Investment Management Pte. Ltd. CIK 0001650258 0.016 36 60.4 34.2% 1 +34.2 pp +34.2 pp +34.2 pp +34.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 60.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 60.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Solitude Financial Services CIK 0001839890 0.859 41 60.2 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 60.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Board of Trustees of The Leland Stanford Junior University CIK 0001315828 0.736 19 59.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 59.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 59.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 58.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 58.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 58.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 58.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 58.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Embree Financial Group CIK 0002020860 0.466 283 58.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 58.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 57.4 34.7% 1 +34.7 pp +34.7 pp +34.7 pp +34.7 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 57.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 57.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 57.1 36.8% 1 +36.8 pp +36.8 pp +36.8 pp +36.8 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 57.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 56.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 56.8 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 56.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Calydon Capital CIK 0001759271 0.373 277 56.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 56.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 56.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
CW Advisors, LLC CIK 0001904976 0.000 0 55.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 55.6 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 55.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 55.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 55.3 30.9% 1 +30.9 pp +30.9 pp +30.9 pp +30.9 pp
BARINGS LLC CIK 0000009015 0.845 191 55.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 55.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Allie Family Office LLC CIK 0001908612 0.456 107 55.2 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
Choate Investment Advisors CIK 0001399794 0.922 472 54.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 54.6 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 54.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 53.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 53.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 53.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 52.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 52.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 52.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 52.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 51.9 27.6% 1 +27.6 pp +27.6 pp +27.6 pp +27.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 51.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 51.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Arkos Global Advisors CIK 0001769089 0.805 124 51.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 51.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MATAURO, LLC CIK 0002052964 0.684 158 50.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 50.8 30.4% 1 +30.4 pp +30.4 pp +30.4 pp +30.4 pp
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Arvest Bank Trust Division CIK 0001625959 0.680 240 50.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 50.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 50.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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Dakota Wealth Management CIK 0001631353 0.544 771 49.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 49.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Advisor Resource Council CIK 0001820879 0.259 260 49.8 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
Simmons Bank CIK 0001674486 0.467 369 49.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 49.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 49.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 49.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Anchor Capital Management Group Inc CIK 0000894119 0.790 15 49.4 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 49.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 49.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 49.0 37.9% 1 +37.9 pp +37.9 pp +37.9 pp +37.9 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 48.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 48.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 48.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 48.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Attessa Capital LLC CIK 0002020560 0.810 51 48.4 31.0% 1 +31.0 pp +31.0 pp +31.0 pp +31.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 48.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 48.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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Hobart Private Capital, LLC CIK 0001767062 0.311 137 30.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 30.5 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 30.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 30.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 30.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 30.3 13.8% 2 +13.6 pp +13.8 pp +13.8 pp +13.8 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 30.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 30.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 30.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 30.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 30.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 30.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 29.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 29.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 29.8 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 29.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 29.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 29.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 29.4 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
BSW Wealth Partners CIK 0001512601 0.641 331 29.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 29.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
MOTCO CIK 0001306333 0.349 840 28.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 28.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 28.9 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 28.8 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 28.7 11.8% 3 -0.3 pp -5.1 pp +11.8 pp +11.8 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 28.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 28.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 28.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 28.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 28.1 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
Capital International Investors CIK 0001562230 0.968 446 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 28.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 28.0 5.5% 3 +5.4 pp +5.4 pp +5.5 pp +5.5 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 28.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Firestone Capital Management CIK 0001799964 0.602 168 28.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 27.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 27.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 27.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.733 524 27.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 27.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 27.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 27.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 27.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 27.5 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 27.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 27.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 27.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 27.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 27.1 3.9% 3 +0.3 pp +0.7 pp +3.9 pp +3.9 pp
McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 27.0 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 27.0 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 27.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 27.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 27.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 26.5 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 26.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 26.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 26.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 26.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 26.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 26.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
NDWM LLC CIK 0001818386 0.624 38 26.3 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
Family Manage LLC CIK 0001539947 0.277 323 26.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 26.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 26.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 26.0 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 26.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 26.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 26.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 25.9 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 25.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 25.7 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 25.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 25.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 25.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 25.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 25.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 25.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 25.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 25.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 25.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Whitford Management LLC CIK 0001957726 0.301 22 25.2 26.8% 1 +26.8 pp +26.8 pp +26.8 pp +26.8 pp
RK Capital Management, LLC/FL CIK 0001905218 0.000 21 25.2 30.9% 1 +30.9 pp +30.9 pp +30.9 pp +30.9 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 25.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Encompass More Asset Management CIK 0002011218 0.126 270 25.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 24.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 24.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 24.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
IRIDIAN ASSET MANAGEMENT LLC/CT CIK 0001033427 0.546 41 24.7 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Orchard Capital Management, LLC CIK 0001858319 0.108 43 24.7 27.3% 1 +27.3 pp +27.3 pp +27.3 pp +27.3 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 24.7 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 24.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 24.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 24.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 24.6 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 24.5 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 24.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 24.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
PFG Advisors CIK 0001694435 0.248 791 24.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 24.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Cadence Bank CIK 0001299939 0.688 332 24.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 24.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 24.2 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 24.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 24.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 24.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 23.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 23.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 23.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 23.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 23.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 23.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 23.4 15.7% 2 +0.8 pp +15.7 pp +15.7 pp +15.7 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 23.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 23.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 23.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 23.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 23.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 23.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 22.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 22.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 22.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 22.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 22.7 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Heritage Trust Co CIK 0001706028 0.448 313 22.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 22.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 22.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 22.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 22.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 22.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 22.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 22.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 22.5 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 22.4 20.6% 1 +20.6 pp +20.6 pp +20.6 pp +20.6 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 22.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 22.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 22.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
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Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 22.2 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
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NEPC LLC CIK 0001424799 0.960 53 22.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 21.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 21.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 21.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 21.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 21.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Brickley Wealth Management CIK 0001712533 0.861 68 21.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 21.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Saiph Capital, LLC CIK 0002052658 0.461 131 21.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 21.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 21.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
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FCG Investment Co CIK 0002011697 0.075 118 21.1 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 20.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 12.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 12.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Balboa Wealth Partners CIK 0001929008 0.294 476 12.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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TFO Wealth Partners, LLC CIK 0001698750 0.866 65 12.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 12.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 12.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 12.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Lansing Street Advisors CIK 0001926571 0.417 166 11.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 11.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 11.9 6.3% 2 -0.5 pp +6.3 pp +6.3 pp +6.3 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORG Partners LLC CIK 0001979372 0.288 1708 11.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
GQG Partners LLC CIK 0001697233 0.860 102 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 11.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 11.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 11.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 11.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 11.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 11.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Oxler Private Wealth LLC CIK 0001846002 0.649 93 11.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 11.6 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
Cordant, Inc. CIK 0001830942 0.705 353 11.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 11.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Qalhat Capital Ltd CIK 0001884252 0.000 0 11.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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Northern Financial Advisors Inc CIK 0001962457 0.211 100 11.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 11.4 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 11.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 11.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 11.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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LMG Wealth Partners, LLC CIK 0001965772 0.381 166 11.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 11.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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SpringVest Wealth Management LLC CIK 0002058986 0.524 74 11.0 8.9% 2 +0.8 pp +8.9 pp +8.9 pp +8.9 pp
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IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 10.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 10.9 0.9% 3 +0.0 pp +0.3 pp +0.9 pp +0.9 pp
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Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 10.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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CPC Advisors, LLC CIK 0001805250 0.611 159 10.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 10.7 8.8% 2 +3.5 pp +8.8 pp +8.8 pp +8.8 pp
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PFM Health Sciences, LP CIK 0001442756 0.073 96 10.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
1248 Management, LLC CIK 0002011147 0.275 149 10.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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SORA INVESTORS LLC CIK 0001894532 0.034 76 10.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 10.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 10.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 9.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Roundview Capital LLC CIK 0001476804 0.530 349 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Columbia Asset Management CIK 0001585047 0.434 168 9.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 9.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 9.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 9.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Triumph Capital Management CIK 0001730765 0.195 1861 9.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 9.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 9.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
First American Bank CIK 0001291422 0.676 205 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bolthouse Investments, LLC CIK 0001567013 0.332 86 8.9 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Citizens Business Bank CIK 0001948632 0.474 139 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 8.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 8.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Legacy Trust CIK 0001772483 0.355 210 8.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 8.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 8.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 8.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.7 3.8% 3 -0.1 pp -0.4 pp +3.8 pp +3.8 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 8.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 8.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 8.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 8.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CVFG LLC CIK 0002050974 0.313 250 8.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 8.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
IRON Financial LLC CIK 0001595509 0.376 151 8.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Symmetry Investments LP CIK 0001691919 0.056 112 8.6 0.7% 2 -1.0 pp +0.7 pp +0.7 pp +0.7 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 8.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 8.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 8.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sitrin Capital Management LLC CIK 0001664771 0.293 39 8.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 8.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 8.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 8.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 8.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 8.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Frisco Financial Planning LLC CIK 0002133972 0.754 29 8.4 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
Balefire, LLC CIK 0001750924 0.097 475 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Madrid Financial Services CIK 0002135336 0.540 26 8.3 5.6% 2 +0.5 pp +5.6 pp +5.6 pp +5.6 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 8.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 8.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Atom Investors LP CIK 0001738902 0.004 818 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 8.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 8.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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Glassman Wealth Services CIK 0001642160 0.931 236 8.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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WBH ADVISORY INC CIK 0001259671 0.566 363 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Certified Advisory Corp CIK 0001731732 0.386 327 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Operose Advisors LLC CIK 0001909750 0.647 522 8.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 7.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 7.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 7.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Quent Capital, LLC CIK 0001912338 0.680 1649 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Annandale Capital, LLC CIK 0001811739 0.554 124 7.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Savoie Capital LLC CIK 0002001471 0.674 92 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 7.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
American Trust CIK 0001905128 0.729 334 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 7.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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NOVEM GROUP CIK 0001926783 0.247 437 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 7.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 7.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 3.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 3.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
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Sivia Capital Partners, LLC CIK 0002012032 0.068 540 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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DGS Capital Management, LLC CIK 0001900110 0.204 619 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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SK Wealth Management, LLC CIK 0001867958 0.578 80 2.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Naviter Wealth, LLC CIK 0001855567 0.441 304 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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JSF Financial, LLC CIK 0001802224 0.568 141 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.8 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Riverstone Advisors, LLC CIK 0001763404 0.637 85 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 1.8 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seek First Inc. CIK 0002060504 0.523 67 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MA Private Wealth CIK 0001767474 0.750 88 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Life Planners CIK 0002053368 0.608 339 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JT Stratford LLC CIK 0001689013 0.376 321 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Altus Wealth Management, LLC CIK 0001802107 0.888 26 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Somerset Group LLC CIK 0001567912 0.423 58 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ayrshire Capital Management LLC CIK 0001801563 0.148 50 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clarity Financial LLC CIK 0001862145 0.368 127 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Port Advisors CIK 0001744348 0.222 266 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Seros Financial, LLC CIK 0002039918 0.494 66 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PENINSULA ASSET MANAGEMENT INC CIK 0001091923 0.440 54 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Financial Council, LLC CIK 0001883629 0.681 106 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Research LLC CIK 0001513211 0.625 140 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Palouse Capital Management, Inc. CIK 0001056516 0.080 124 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
First PREMIER Bank CIK 0001653926 0.233 358 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NCP Inc. CIK 0002023709 0.376 78 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 1.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Midwest Financial Group LLC CIK 0001967193 0.272 136 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Realta Investment Advisors CIK 0001776792 0.189 378 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 1.6 0.3% 3 +0.0 pp -0.3 pp +0.3 pp +0.3 pp
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Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Tranquility Partners, LLC CIK 0001783773 0.246 232 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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Triton Wealth Management, PLLC CIK 0001791126 0.546 133 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orcam Financial Group CIK 0001905367 0.304 105 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Permanens Capital L.P. CIK 0001599637 0.386 100 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Leisure Capital Management CIK 0001631507 0.304 157 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Kelly Financial Services LLC CIK 0002023336 0.366 141 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
United Community Bank CIK 0002000314 0.267 534 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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PARTHENON LLC CIK 0001088859 0.632 133 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Finley Financial, LLC CIK 0002047823 0.690 110 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Souders Financial Advisors CIK 0001811240 0.482 224 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summa Corp. CIK 0001954929 0.569 83 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 1.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DeepCurrents Investment Group LLC CIK 0001754535 0.160 103 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Burton Enright Welch CIK 0002105919 0.824 136 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
VICUS CAPITAL CIK 0001544806 0.660 268 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AmeriServ Wealth Advisors CIK 0001102062 0.598 54 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Concord Wealth Partners CIK 0001814214 0.457 885 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Unison Asset Management LLC CIK 0001840755 0.653 32 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Navalign, LLC CIK 0001820593 0.504 132 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MWA Asset Management CIK 0001903058 0.228 129 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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DKM Wealth Management, Inc. CIK 0002055833 0.611 74 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Osprey Private Wealth LLC CIK 0002041805 0.410 88 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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2UniFi Bank CIK 0002040900 0.000 0 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Quantum Private Wealth, LLC CIK 0001929662 0.379 171 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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DOVER ADVISORS, LLC CIK 0001964541 0.205 153 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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DOHJ, LLC CIK 0001801881 0.000 0 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Addison Advisors LLC CIK 0001843745 0.131 707 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SFM, LLC CIK 0002064225 0.427 69 0.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
SWMG, LLC CIK 0001839255 0.473 100 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Variant Private Wealth, LLC CIK 0002054798 0.297 42 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Chico Wealth RIA CIK 0001926037 0.794 49 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Schaeffer Financial LLC CIK 0001898838 0.812 27 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lauer Wealth, LLC CIK 0001860063 0.284 58 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mendel Money Management CIK 0001600585 0.195 127 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KRS Capital Management, LLC CIK 0001910876 0.366 124 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Security National Bank CIK 0001719739 0.452 392 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
25 LLC CIK 0001968777 0.795 80 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TTP Investments, Inc. CIK 0001682576 0.000 30 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KWMG, LLC CIK 0001633024 0.515 153 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RDA Financial Network CIK 0001774086 0.257 284 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Unified Investment Management CIK 0002054855 0.105 141 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Investors Research Corp CIK 0001730630 0.347 805 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Athena Investment Management CIK 0001921093 0.240 132 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
ACAS, LLC CIK 0001859505 0.399 93 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
M. Kraus & Co CIK 0001593688 0.468 86 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudock, Inc. CIK 0001543536 0.674 217 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creekside Partners CIK 0002035951 0.343 193 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Matisse Capital CIK 0001668256 0.148 158 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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CLG LLC CIK 0002059872 0.428 156 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
James Hambro & Partners LLP CIK 0001731152 0.827 68 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sara-Bay Financial CIK 0001816444 0.680 87 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Bristol Gate Capital Partners Inc. CIK 0001650142 0.284 33 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parker Financial LLC CIK 0001965668 0.845 37 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADE, LLC CIK 0001845950 0.661 93 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Atwater Malick LLC CIK 0001769288 0.558 124 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.4 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SLT Holdings LLC CIK 0002052222 0.097 146 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Mittelman Wealth Management CIK 0002021464 0.533 53 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Pflug Koory, LLC CIK 0001740063 0.264 426 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Field & Main Bank CIK 0001594492 0.202 271 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eliot Finkel Investment Counsel, LLC CIK 0001641643 0.396 33 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFW Advisors LLC CIK 0001989744 0.585 124 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Verde Capital Management CIK 0001802891 0.578 80 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KWB Wealth CIK 0001822236 0.452 169 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Everest Private Wealth CIK 0002056683 0.390 85 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MilWealth Group LLC CIK 0001972750 0.908 82 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curat Global, LLC CIK 0002063003 0.123 251 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +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
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.6 pp -1.7 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -12.1 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -1.1 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 SPY). Qtrs Held counts distinct quarters this fund has actually held SPY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPY position size. Δ columns are the percentage-point change in SPY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status