Signals

SPY

5103 in-universe funds with a nonzero position in SPY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25047
Score / z-11.186 / -13.47
Consensus1277.95 over 2608 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33,051.0 21.0% 5 +6.9 pp +13.0 pp +19.7 pp +20.1 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 24,110.0 1.3% 7 -0.3 pp +0.1 pp -0.4 pp -0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 23,535.1 2.5% 5 -0.7 pp -0.7 pp -1.0 pp -1.2 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 22,983.5 1.5% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10,909.2 9.7% 5 +0.7 pp +0.3 pp -3.1 pp -4.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 10,475.9 6.5% 5 +6.1 pp +3.6 pp +4.7 pp +2.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10,256.6 1.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 9,161.5 1.5% 5 +0.0 pp -0.0 pp +0.3 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8,959.7 1.6% 5 +0.3 pp -1.2 pp +0.2 pp -1.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 8,508.2 19.8% 5 +1.9 pp +3.1 pp +3.5 pp +3.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7,392.7 1.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6,842.2 1.2% 5 +0.4 pp +0.1 pp -0.1 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5,136.1 1.6% 7 +0.1 pp +0.3 pp +0.2 pp -0.4 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 4,814.3 1.7% 5 +0.2 pp -0.2 pp -0.1 pp -0.7 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4,658.4 2.5% 1 +2.5 pp +2.5 pp -0.1 pp -0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 3,973.0 16.3% 5 +3.6 pp +5.2 pp +9.6 pp +9.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3,627.1 2.4% 5 +2.1 pp +0.7 pp +1.6 pp +1.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3,466.5 0.9% 6 +0.0 pp -0.2 pp -0.0 pp -0.1 pp
Capula Management Ltd CIK 0001557017 0.914 303 3,431.7 15.1% 1 +15.1 pp +15.1 pp -0.1 pp -9.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3,140.1 3.4% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3,125.0 11.2% 5 +0.1 pp +2.1 pp +2.0 pp +1.3 pp
FMR LLC CIK 0000315066 0.989 5571 3,106.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2,860.1 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2,791.3 10.2% 5 +0.1 pp -0.3 pp +1.3 pp +1.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 2,612.3 16.3% 5 -2.9 pp +1.0 pp +1.5 pp +6.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,593.2 2.6% 6 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,382.2 1.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2,292.9 2.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Creative Planning CIK 0001540235 0.979 4196 2,211.5 1.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,211.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2,112.8 3.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2,023.6 2.0% 5 +0.0 pp +0.5 pp +0.4 pp +0.4 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,954.9 12.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,944.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,935.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,847.1 1.6% 5 +0.1 pp +0.1 pp +0.2 pp -1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,663.1 2.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,649.4 1.7% 6 +0.1 pp -0.1 pp -0.6 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,627.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,608.2 4.7% 5 -1.0 pp -1.1 pp -0.9 pp -0.8 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 1,521.1 1.5% 5 -0.7 pp -0.1 pp +0.1 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,395.4 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 1,272.0 4.2% 5 +3.9 pp +3.9 pp +3.9 pp +4.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,236.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,183.3 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 1,155.3 16.6% 1 +16.6 pp -3.2 pp +16.6 pp +16.6 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1,153.9 3.0% 5 +0.3 pp +0.1 pp +0.3 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1,138.2 1.3% 6 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,130.2 1.4% 5 +0.1 pp +0.1 pp -0.1 pp -0.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1,109.0 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1,096.5 7.4% 5 -3.8 pp -3.4 pp -4.3 pp -3.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,071.5 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1,020.7 21.5% 5 +18.3 pp +20.9 pp +20.4 pp +11.9 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 987.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 963.1 0.4% 5 -0.2 pp -3.5 pp -1.1 pp -0.7 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 935.5 1.8% 2 +1.5 pp +1.8 pp +1.8 pp +1.8 pp
Power Alpha Investment Ltd CIK 0002014593 0.963 4 929.5 93.5% 2 -0.0 pp +93.5 pp +93.5 pp +93.5 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 920.8 9.0% 5 -0.4 pp -0.8 pp -2.1 pp -2.4 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 916.8 22.1% 1 +22.1 pp +22.1 pp +22.1 pp +22.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 897.7 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 893.0 3.4% 5 -0.1 pp -0.3 pp +0.1 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 869.8 11.1% 5 +0.5 pp -0.9 pp +0.1 pp +0.4 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 862.7 7.9% 5 +2.9 pp +1.4 pp +1.3 pp -5.5 pp
Man Group plc CIK 0001637460 0.631 2032 856.2 1.6% 1 +1.6 pp +0.8 pp +0.0 pp -1.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 854.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 829.0 1.4% 5 -0.7 pp +0.9 pp +0.6 pp +0.6 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 824.9 23.6% 5 +0.2 pp +0.3 pp -0.1 pp -0.2 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 801.7 37.6% 5 -1.1 pp -0.7 pp -1.5 pp -1.3 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 801.2 36.6% 5 +1.8 pp +1.4 pp +0.9 pp +2.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 800.8 1.2% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 785.1 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 761.2 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 736.1 24.2% 5 +2.0 pp +0.7 pp -0.1 pp -0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 708.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 689.0 4.8% 5 -0.4 pp +0.2 pp +3.2 pp +3.7 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 681.6 14.4% 5 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 678.4 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 650.5 12.8% 5 +4.8 pp +4.8 pp +2.6 pp +0.8 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 646.9 1.0% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 643.5 1.2% 5 +1.0 pp +1.0 pp +1.0 pp +0.5 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 633.4 28.2% 5 +12.6 pp +17.9 pp +17.0 pp +16.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 633.3 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Freedom Together Foundation CIK 0002002798 0.960 2 632.8 73.0% 5 +0.7 pp -0.3 pp -3.1 pp -2.5 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 632.7 2.7% 5 -2.5 pp +2.1 pp +1.6 pp +2.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 620.9 0.9% 6 +0.2 pp +0.2 pp -0.6 pp -0.8 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 617.1 7.8% 5 +0.1 pp -1.0 pp -1.6 pp -2.1 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 612.1 37.8% 5 -0.1 pp -0.9 pp +0.1 pp +5.1 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 607.4 14.1% 5 -2.9 pp -5.0 pp -12.0 pp -13.2 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 591.9 30.1% 5 -3.9 pp +2.4 pp +8.6 pp +13.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 585.4 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 574.4 1.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 572.9 10.9% 6 +0.9 pp +1.8 pp +0.6 pp -0.6 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 567.6 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 563.3 34.7% 5 -8.9 pp +9.1 pp +11.4 pp +11.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 553.1 3.1% 5 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 528.3 35.7% 5 +3.1 pp +1.0 pp +1.1 pp +1.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 523.9 2.4% 5 -0.2 pp +0.1 pp +0.2 pp -0.3 pp
Greenfield FTC, Inc. CIK 0001842727 0.862 4 522.1 71.1% 5 -15.1 pp -19.6 pp -18.6 pp -18.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 518.7 4.9% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 515.2 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 494.7 71.5% 5 -16.0 pp -24.1 pp -23.7 pp -20.6 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 493.8 41.1% 2 +1.9 pp +41.1 pp +40.5 pp +40.5 pp
AIA Group Ltd CIK 0001522877 0.800 324 487.4 6.1% 5 +4.4 pp +4.3 pp +4.0 pp +4.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 478.5 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 478.4 12.6% 4 -2.4 pp +4.1 pp +8.8 pp +12.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 468.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 465.1 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Members Trust Co CIK 0001677560 0.939 170 462.6 14.4% 5 +0.8 pp -1.2 pp -1.8 pp -1.5 pp
Trustees of Columbia University in the City of New York CIK 0001420995 0.938 3 461.9 98.7% 5 -1.2 pp -0.9 pp -1.0 pp -0.8 pp
MIZUHO SECURITIES USA LLC CIK 0000812291 0.787 684 450.5 7.3% 4 +7.1 pp -8.4 pp +3.9 pp +7.3 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 448.5 23.0% 5 +0.6 pp +0.6 pp +1.4 pp +1.6 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 434.6 9.0% 5 +0.7 pp +1.1 pp +0.5 pp +0.5 pp
AMG National Trust Bank CIK 0001388829 0.744 439 429.8 8.8% 5 -0.2 pp -0.6 pp -0.9 pp -0.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 423.7 0.7% 1 +0.7 pp +0.1 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 419.2 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
NATIXIS CIK 0001274981 0.561 1107 418.3 2.0% 5 -0.7 pp -0.5 pp -2.1 pp -3.0 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 415.5 38.2% 5 +3.0 pp -6.9 pp -10.1 pp -25.3 pp
LMR Partners LLP CIK 0001578621 0.225 1167 415.0 3.0% 5 +0.3 pp +1.9 pp +3.0 pp +2.5 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 413.8 2.7% 2 +0.8 pp +2.7 pp +2.7 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 412.6 1.9% 5 +0.2 pp +0.0 pp -0.0 pp -0.1 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 406.5 55.3% 5 +3.1 pp +3.1 pp +3.1 pp +5.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 402.6 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 399.7 6.6% 5 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 399.7 7.6% 5 +0.2 pp -0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 398.8 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 389.1 43.2% 5 -1.4 pp -13.5 pp -16.0 pp +32.6 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 375.9 10.7% 5 -2.3 pp -1.8 pp -6.2 pp -9.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 375.3 2.1% 5 -0.2 pp -0.4 pp +0.5 pp +0.6 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 374.6 51.6% 5 -4.5 pp -4.8 pp -3.9 pp -3.9 pp
COMMERCE BANK CIK 0001009076 0.853 1332 370.7 1.6% 5 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
DAVIS R M INC CIK 0000891287 0.824 280 368.3 5.8% 5 +0.1 pp +0.2 pp -0.7 pp -0.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 360.5 1.4% 3 -0.0 pp -0.3 pp +1.4 pp -0.4 pp
Passaic Partners LLC CIK 0001905809 0.898 16 359.3 34.4% 5 -3.9 pp -0.5 pp -6.5 pp -9.5 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 358.3 6.4% 5 -1.7 pp +5.5 pp +6.0 pp +5.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 357.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 351.9 2.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 339.9 1.0% 1 +1.0 pp +1.0 pp -0.2 pp -0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 334.1 0.5% 5 -2.3 pp -3.9 pp -4.2 pp -6.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 326.3 0.2% 5 +0.0 pp -0.8 pp -0.5 pp -0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 325.8 3.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 315.2 3.7% 1 +3.7 pp +1.6 pp +3.7 pp +3.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 312.8 1.3% 5 -2.6 pp -0.4 pp -4.6 pp -8.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 312.6 4.4% 1 +4.4 pp +2.3 pp +4.4 pp +1.1 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 312.0 1.8% 2 +0.2 pp +1.8 pp -14.3 pp -16.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 311.4 1.5% 5 +0.2 pp +0.5 pp +0.6 pp +0.8 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 310.9 18.1% 5 +0.8 pp +0.5 pp -0.3 pp -0.2 pp
NINE MASTS CAPITAL Ltd CIK 0001569356 0.099 95 310.4 34.5% 2 +34.2 pp +34.5 pp +34.5 pp +34.5 pp
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Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 99.1 20.4% 5 +0.7 pp -0.4 pp +0.1 pp +0.5 pp
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Curi Capital, LLC CIK 0001332905 0.547 888 90.3 1.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 89.4 1.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 89.3 9.0% 5 +0.3 pp -0.1 pp -0.0 pp -0.1 pp
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OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 77.5 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CONNING INC. CIK 0000801051 0.496 327 75.5 2.3% 5 +0.1 pp -0.1 pp -0.0 pp -1.1 pp
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 75.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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1832 Asset Management L.P. CIK 0000944388 0.851 618 74.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 73.7 15.5% 5 -3.7 pp -4.0 pp -3.8 pp -4.7 pp
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West Financial Advisors, LLC CIK 0001843684 0.831 224 72.7 11.0% 5 +0.3 pp -0.3 pp -0.5 pp -0.4 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 71.8 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Choate Investment Advisors CIK 0001399794 0.922 472 70.3 1.2% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
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Cynosure Group, LLC CIK 0001763409 0.331 180 70.1 10.5% 5 +2.0 pp +4.0 pp +3.3 pp +3.7 pp
Attessa Capital LLC CIK 0002020560 0.810 51 70.0 31.4% 5 +0.2 pp -0.6 pp -0.2 pp +0.4 pp
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CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 69.5 1.0% 5 +0.3 pp +0.0 pp -0.0 pp -0.0 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 69.0 3.2% 5 +0.1 pp -0.4 pp -0.2 pp -0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 68.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 67.8 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
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First Financial Bank - Trust Division CIK 0001315339 0.660 208 67.2 4.8% 5 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
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DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 38.4 8.2% 2 +2.5 pp +8.2 pp +8.2 pp +8.2 pp
Visualize Group LP CIK 0001994625 0.616 11 38.3 13.2% 1 +13.2 pp +4.3 pp +13.2 pp +7.5 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 38.3 3.9% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
OAKMONT Corp CIK 0000924171 0.895 31 38.2 7.6% 5 +0.6 pp +1.3 pp +1.4 pp +1.9 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 38.2 6.7% 5 -0.2 pp -0.4 pp -0.8 pp -1.0 pp
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Capital Investment Advisors, LLC CIK 0001582732 0.749 786 37.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
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LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 37.5 22.6% 5 +8.5 pp +8.9 pp +8.4 pp +8.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 37.5 0.9% 5 +0.4 pp -0.6 pp +0.0 pp +0.0 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 37.5 11.1% 5 -0.0 pp -0.8 pp -0.8 pp -0.9 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 37.4 1.9% 5 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 37.4 2.2% 5 -0.0 pp -0.2 pp -0.5 pp -0.5 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 37.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -1.1 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 37.2 27.8% 4 -2.1 pp +0.6 pp +1.1 pp +27.8 pp
Calydon Capital CIK 0001759271 0.373 277 37.2 5.4% 5 +0.2 pp -0.0 pp +0.4 pp -0.1 pp
MTC Wealth Management LLC CIK 0001821455 0.810 14 37.1 16.6% 5 +0.9 pp -2.1 pp -2.1 pp -1.8 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 37.1 18.5% 5 +0.1 pp -2.4 pp -5.5 pp -7.6 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 37.1 8.6% 5 -0.5 pp -0.9 pp -1.0 pp -1.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 37.0 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 37.0 3.8% 5 +0.2 pp +1.0 pp +1.5 pp +1.5 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 36.9 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 36.9 2.9% 5 +0.3 pp +0.1 pp +0.3 pp +0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 36.9 18.2% 5 +0.4 pp +0.5 pp -0.2 pp -0.4 pp
BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 36.9 8.7% 5 -0.1 pp +0.1 pp -0.3 pp -0.9 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 36.8 6.9% 5 +1.2 pp +2.1 pp +3.0 pp +5.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 36.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 36.7 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 36.7 6.4% 5 -0.5 pp -0.9 pp -1.6 pp -1.7 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 36.5 16.7% 5 -0.4 pp -1.9 pp -5.2 pp -4.8 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 36.4 4.1% 5 -0.1 pp -0.8 pp -1.0 pp -1.3 pp
Wind River Trust Co CIK 0001657703 0.904 12 36.2 12.2% 5 -0.2 pp -0.7 pp -0.4 pp -0.5 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 36.2 1.0% 6 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 36.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 36.0 7.5% 5 -0.1 pp -0.5 pp -2.6 pp -1.1 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 36.0 5.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 36.0 3.0% 5 -0.1 pp -0.4 pp -0.7 pp -0.5 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 35.8 1.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 35.7 12.7% 5 -0.1 pp -0.6 pp -1.6 pp -1.2 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 35.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 35.5 1.4% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 35.2 1.8% 5 +0.2 pp -0.3 pp -0.5 pp -1.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 35.2 0.9% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 35.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 35.0 2.3% 5 +0.1 pp -0.1 pp -0.5 pp -0.5 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 34.8 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
MKT Advisors LLC CIK 0001906802 0.645 155 34.7 10.8% 5 -0.0 pp -0.9 pp -1.9 pp -1.8 pp
BSW Wealth Partners CIK 0001512601 0.641 331 34.7 3.9% 5 +0.2 pp +0.0 pp -0.1 pp -0.2 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 34.5 13.9% 5 +1.5 pp +0.7 pp +0.8 pp +0.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 34.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 34.3 1.6% 5 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 34.3 3.5% 5 +2.2 pp +1.3 pp +0.9 pp +0.7 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 34.0 2.8% 5 +0.0 pp +0.5 pp +2.1 pp +2.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 34.0 2.3% 5 -0.1 pp -0.3 pp -0.2 pp +0.7 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 34.0 0.4% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Heritage Trust Co CIK 0001706028 0.448 313 34.0 2.9% 5 +0.0 pp -0.1 pp +0.0 pp +0.3 pp
Vavra Capital Management, LLC CIK 0002106605 0.759 22 33.9 29.6% 2 +0.9 pp +29.6 pp +29.6 pp +29.6 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 33.8 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
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ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 33.8 5.3% 5 -0.0 pp +0.1 pp +0.3 pp +0.2 pp
Granite FO LLC CIK 0002034090 0.642 171 33.7 17.8% 5 -2.0 pp -0.9 pp -1.0 pp -0.3 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 33.7 2.0% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 33.6 5.4% 5 +0.2 pp +0.0 pp +0.0 pp +0.1 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 33.3 12.6% 5 -7.6 pp +3.4 pp +3.5 pp +1.5 pp
Firestone Capital Management CIK 0001799964 0.601 168 33.3 6.2% 5 +0.3 pp -0.2 pp -0.5 pp -0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 33.2 0.4% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 33.0 5.3% 5 -1.5 pp -1.3 pp -0.6 pp -1.0 pp
180 GPS Investments IC Ltd CIK 0002077902 0.851 23 32.9 24.3% 1 +24.3 pp +24.3 pp +24.3 pp +24.3 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 32.8 1.0% 5 +0.0 pp -0.3 pp -0.3 pp -0.5 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 32.6 2.5% 5 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
MOTCO CIK 0001306333 0.349 840 32.5 2.8% 5 +0.2 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 32.5 1.8% 5 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 32.5 0.4% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 32.3 0.7% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 32.3 1.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 32.3 3.4% 5 -1.2 pp -0.4 pp -0.4 pp -0.6 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 32.2 23.6% 2 -3.6 pp +23.6 pp +23.6 pp +23.6 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 32.1 10.0% 5 +0.2 pp -0.2 pp -0.2 pp -0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 31.8 1.2% 5 -0.1 pp +0.1 pp -0.1 pp +0.2 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 31.7 1.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 31.6 2.9% 4 -0.1 pp +0.0 pp -0.3 pp +2.9 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 31.6 2.0% 5 +0.2 pp -0.6 pp -0.8 pp -0.2 pp
Investors Portfolio Services LLC CIK 0002073833 0.299 673 31.4 24.0% 2 +3.4 pp +24.0 pp +24.0 pp +24.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 31.4 12.5% 7 +3.6 pp -2.3 pp -2.1 pp +0.8 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 31.4 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 31.4 1.4% 5 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 31.4 21.0% 5 +0.3 pp +6.5 pp +0.6 pp +2.3 pp
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Empowered Funds, LLC CIK 0001592828 0.549 2112 31.1 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 31.1 5.8% 5 +0.3 pp +1.2 pp +1.3 pp +1.1 pp
True North Advisors, LLC CIK 0001634556 0.493 291 31.1 3.0% 5 -0.6 pp -1.4 pp -1.1 pp +2.3 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 31.0 7.8% 5 +0.4 pp +0.2 pp +0.7 pp +1.5 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 31.0 3.2% 5 +0.7 pp +0.6 pp +0.1 pp +0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 31.0 1.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 31.0 10.2% 5 +1.6 pp -0.3 pp -0.6 pp +2.6 pp
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Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 30.9 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 30.8 3.0% 5 -0.6 pp -0.5 pp -0.2 pp -0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 30.8 7.4% 5 +0.3 pp -0.6 pp -1.2 pp -0.8 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 30.7 11.1% 5 -1.1 pp -4.2 pp -16.3 pp -23.6 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 30.7 2.7% 5 -0.8 pp -1.2 pp -1.9 pp -3.5 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 30.6 1.0% 5 -0.0 pp -1.2 pp -1.2 pp -1.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 30.6 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 30.6 14.3% 5 -0.7 pp -0.5 pp -0.5 pp -1.2 pp
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PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 30.4 14.1% 5 +1.1 pp -3.2 pp +3.3 pp +2.8 pp
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Keel Point, LLC CIK 0001386935 0.645 514 30.3 1.8% 5 -1.6 pp -1.7 pp -2.0 pp -2.6 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 30.3 8.6% 5 +1.7 pp +1.5 pp +1.9 pp +1.8 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 30.3 1.7% 5 -1.3 pp +0.0 pp +0.2 pp -0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 30.3 1.3% 3 +0.4 pp +0.2 pp +1.3 pp -0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 30.2 2.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 30.2 0.5% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 30.2 2.0% 5 +0.8 pp +0.4 pp +0.4 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 30.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 30.0 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
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Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 29.9 15.0% 5 +0.4 pp +0.2 pp -0.0 pp +0.3 pp
Pentwater Capital Management LP CIK 0001425851 0.745 59 29.9 0.2% 3 -2.4 pp +0.2 pp +0.2 pp -1.6 pp
Taylor Securities Services, Inc. CIK 0002115182 0.765 63 29.8 12.1% 2 +0.5 pp +12.1 pp +12.1 pp +12.1 pp
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LCM Capital Management Inc CIK 0001861752 0.575 124 29.6 13.0% 5 +0.0 pp -0.8 pp -0.5 pp -0.6 pp
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Focus Financial Network, Inc. CIK 0002010942 0.631 764 29.4 0.9% 5 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
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Larson Financial Group LLC CIK 0001731061 0.550 3722 28.8 0.8% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 28.8 1.9% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
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Constant Guidance Financial LLC CIK 0001995383 0.084 67 28.7 18.0% 5 -2.0 pp -7.1 pp -6.9 pp +6.6 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 28.6 2.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 28.5 9.7% 5 -0.1 pp +0.2 pp -0.0 pp -0.8 pp
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Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 27.4 1.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 27.3 6.7% 5 -0.5 pp -2.3 pp -3.0 pp -4.1 pp
McHugh Group, LLC CIK 0002052657 0.526 86 27.3 13.9% 5 -0.1 pp +0.1 pp +1.5 pp +1.4 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 27.2 4.4% 5 +0.7 pp +0.5 pp +0.3 pp -0.6 pp
PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 27.0 14.8% 2 +0.2 pp +14.8 pp +14.8 pp +14.8 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 27.0 3.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 26.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 26.9 2.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 26.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 26.9 0.9% 5 -0.5 pp -0.3 pp -0.5 pp -0.4 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 26.8 0.8% 5 +0.2 pp +0.0 pp -0.1 pp -0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 26.6 0.0% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 26.5 5.1% 5 +0.2 pp +0.0 pp +0.2 pp +0.4 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 26.4 13.4% 2 -0.9 pp +13.4 pp +13.4 pp +13.4 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 26.4 4.1% 5 -0.8 pp -1.2 pp -1.8 pp -1.8 pp
Aristides Capital LLC CIK 0001595521 0.108 147 26.4 6.8% 5 -1.0 pp -1.8 pp -8.9 pp -8.1 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 26.3 7.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
FIL Ltd CIK 0000318989 0.878 1140 26.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SHP Wealth Management CIK 0001807060 0.763 1981 26.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 26.1 8.9% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 26.1 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 26.1 2.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Brickley Wealth Management CIK 0001712533 0.861 68 26.0 3.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.5 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 26.0 1.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 25.9 4.5% 2 +4.2 pp +4.5 pp +4.5 pp +4.5 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 25.9 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.5 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 25.8 11.4% 4 +1.9 pp -0.9 pp +0.3 pp +11.4 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 25.8 1.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 25.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 25.7 0.7% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 25.7 5.8% 5 +0.1 pp -0.3 pp -0.5 pp -0.8 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 25.6 3.1% 5 +0.2 pp +0.2 pp -0.8 pp +0.3 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 25.5 0.8% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 25.5 1.4% 5 -0.1 pp -0.4 pp +0.2 pp +0.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 25.5 6.3% 5 +0.2 pp -0.2 pp +0.6 pp +0.6 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 25.4 10.3% 3 -0.1 pp +0.3 pp +10.3 pp +10.3 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 25.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 25.3 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 25.3 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 25.2 6.5% 5 +0.1 pp -0.4 pp -0.4 pp -0.6 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 25.1 16.5% 5 +1.1 pp +0.5 pp +0.2 pp +0.9 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 25.1 4.4% 5 +0.2 pp +0.9 pp +1.0 pp +1.1 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 25.0 12.4% 5 +0.4 pp +0.0 pp -14.3 pp -3.9 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 25.0 1.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 25.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 24.9 3.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 24.9 0.6% 6 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 24.9 8.6% 5 -0.0 pp -0.2 pp -0.5 pp -0.4 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 24.9 6.7% 5 -0.5 pp -0.7 pp -2.4 pp -2.1 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 24.9 11.9% 5 +0.4 pp +0.1 pp -0.1 pp +0.0 pp
NEPC LLC CIK 0001424799 0.960 53 24.8 0.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.1 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 24.8 1.6% 5 +0.1 pp +1.1 pp +0.9 pp +0.8 pp
Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 24.7 13.9% 5 +0.4 pp +0.6 pp +0.5 pp +0.9 pp
Tikvah Management LLC CIK 0001606477 0.787 19 24.7 7.5% 5 +0.8 pp +1.5 pp +1.0 pp +0.9 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 24.7 5.1% 5 +0.9 pp -0.5 pp +1.7 pp +1.7 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 24.5 0.9% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 24.4 16.3% 2 +1.1 pp +16.3 pp +16.3 pp +16.3 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 24.4 5.4% 5 +0.5 pp -0.1 pp +0.0 pp -2.9 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 24.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 24.3 3.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 24.3 4.8% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 24.3 1.5% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 24.3 4.9% 5 +0.8 pp -0.3 pp +0.8 pp +0.6 pp
Strategic Equity Management CIK 0001843578 0.305 65 24.2 8.1% 5 -0.7 pp -0.5 pp -1.8 pp -1.5 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 24.2 13.0% 5 +0.2 pp -0.6 pp -0.6 pp -0.6 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 24.2 0.8% 6 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 24.1 0.6% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 24.1 1.9% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 24.0 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 24.0 1.8% 5 +0.1 pp +0.1 pp +0.4 pp +0.3 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 23.9 5.1% 5 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 23.9 2.7% 5 +0.0 pp -0.2 pp -0.4 pp -0.5 pp
Lansing Street Advisors CIK 0001926571 0.417 166 23.8 5.1% 5 +2.0 pp +1.6 pp +1.7 pp +1.5 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 23.7 5.1% 5 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 23.7 1.2% 5 +0.0 pp -0.2 pp -0.9 pp -1.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 23.7 0.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 23.6 3.8% 5 +0.5 pp +0.2 pp +0.3 pp +0.7 pp
PIONEER TRUST BANK N A/OR CIK 0001006435 0.501 87 23.6 5.3% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 23.5 9.1% 5 +0.0 pp -0.3 pp -0.7 pp -0.4 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 23.5 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 23.4 2.4% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 23.4 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 23.4 1.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Humankind Investments LLC CIK 0001845373 0.696 22 23.3 11.1% 5 -0.4 pp -7.0 pp +2.1 pp +2.2 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 23.3 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 23.3 1.2% 5 +0.3 pp +0.3 pp +0.2 pp -0.4 pp
Hardy Reed LLC CIK 0001761871 0.866 252 23.1 1.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.359 84 23.0 16.5% 5 +0.5 pp -0.3 pp -0.4 pp -0.4 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 23.0 7.9% 5 -0.3 pp -0.5 pp -0.6 pp -1.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 23.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 23.0 2.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 22.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 22.9 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 22.9 4.3% 5 +0.2 pp -0.2 pp -4.1 pp -2.5 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 22.9 8.9% 5 -0.0 pp +0.9 pp +0.8 pp +0.7 pp
SVRN Asset Management, LLC CIK 0002094004 0.445 51 22.8 11.7% 2 +11.5 pp +11.7 pp +11.7 pp +11.7 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 22.8 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 22.8 15.5% 5 +0.3 pp -1.3 pp -1.9 pp -2.6 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 22.8 1.9% 5 +1.3 pp -0.0 pp -0.2 pp -0.9 pp
CX Institutional CIK 0001737089 0.437 1568 22.8 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 22.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 22.7 4.8% 2 -8.4 pp +4.8 pp +4.8 pp +4.8 pp
West Branch Capital LLC CIK 0001738723 0.568 355 22.6 5.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 22.6 12.8% 5 +0.1 pp +0.3 pp +0.4 pp +1.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 22.6 0.5% 5 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
AXA S.A. CIK 0000898427 0.038 46 22.5 24.5% 5 +7.3 pp +2.6 pp +1.8 pp +24.4 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 22.5 3.3% 3 +0.1 pp +0.8 pp +3.3 pp +1.9 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 22.5 13.8% 2 +0.4 pp +13.8 pp +13.8 pp +13.8 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 22.5 1.6% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 22.5 2.5% 3 +0.9 pp +0.3 pp +2.5 pp +2.5 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 22.5 5.3% 5 +0.1 pp -0.1 pp -0.5 pp -1.7 pp
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Traction Financial Partners, LLC CIK 0002007748 0.711 61 22.4 11.9% 5 +0.5 pp +0.7 pp +1.2 pp +2.4 pp
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EQUITABLE TRUST CO CIK 0000033250 0.557 452 22.3 0.9% 5 +0.3 pp +0.3 pp -0.4 pp -0.4 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 22.2 12.0% 4 +1.3 pp +0.4 pp -0.4 pp +12.0 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 22.2 17.4% 5 -0.5 pp -1.3 pp -1.0 pp -1.8 pp
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MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 22.1 15.3% 5 +0.3 pp -0.4 pp -0.5 pp -0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 22.1 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 22.0 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 22.0 1.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 22.0 1.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 21.9 10.3% 5 -0.3 pp -0.6 pp -0.8 pp -1.6 pp
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Florida Trust Wealth Management Co CIK 0001651023 0.623 461 21.6 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 21.6 1.7% 5 +0.1 pp +0.5 pp +0.5 pp +0.4 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 21.6 5.2% 5 -3.1 pp -1.6 pp -0.3 pp +0.2 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 21.5 1.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 20.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 20.5 1.7% 5 +0.1 pp +0.5 pp +0.4 pp -0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 20.5 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 20.4 14.9% 5 +0.3 pp -2.9 pp +1.7 pp +5.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 20.3 0.8% 5 -0.0 pp -0.6 pp -0.1 pp -0.2 pp
Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 20.3 5.8% 5 +0.2 pp +0.1 pp +0.4 pp +0.5 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 20.2 1.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 20.2 3.0% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
G&S Capital LLC CIK 0001731448 0.138 152 20.1 5.8% 5 -0.2 pp -0.4 pp -0.8 pp -0.7 pp
Optas, LLC CIK 0001802961 0.460 494 20.1 2.8% 5 +0.2 pp -0.1 pp -0.2 pp -0.3 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 20.1 4.3% 5 +1.3 pp +1.9 pp +1.1 pp +0.6 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 20.1 2.7% 5 +0.3 pp +0.2 pp -0.2 pp -0.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 20.0 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Warner Group LLC CIK 0002073617 0.415 129 20.0 4.9% 3 -0.5 pp -0.2 pp +4.9 pp +4.9 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 19.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 19.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sachetta, LLC CIK 0002010574 0.327 1025 19.9 9.7% 5 +0.6 pp -0.2 pp +3.4 pp +3.2 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 19.8 1.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 19.8 5.9% 5 -0.7 pp -1.4 pp -2.2 pp -2.3 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 19.8 2.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 19.8 2.4% 5 +0.2 pp -0.2 pp -0.4 pp +1.3 pp
Aries Wealth Management CIK 0001729515 0.425 242 19.8 3.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 19.7 4.9% 5 -5.8 pp -6.2 pp -7.2 pp -7.6 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 19.7 2.3% 5 +0.4 pp +0.4 pp +0.4 pp +0.6 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 19.6 0.1% 7 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 19.6 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 19.6 1.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 19.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 19.4 0.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 19.4 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
Zhang Financial LLC CIK 0001776290 0.816 392 19.3 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stembrook Asset Management, LLC CIK 0002109734 0.712 51 19.3 16.7% 2 -0.0 pp +16.7 pp +16.7 pp +16.7 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 19.2 2.2% 5 -0.3 pp -0.1 pp -5.1 pp -5.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 19.2 1.8% 5 +0.7 pp +1.0 pp +1.4 pp +1.3 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 19.1 2.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 19.1 0.3% 5 -0.7 pp -0.2 pp +0.1 pp +0.1 pp
L & S Advisors Inc CIK 0001392364 0.047 236 19.1 2.0% 5 -3.4 pp +0.2 pp +0.1 pp -1.5 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.1 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 19.1 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
OFS Enterprise LLC CIK 0002107566 0.725 106 19.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 19.0 6.5% 6 +0.7 pp +1.1 pp +1.0 pp +1.0 pp
Element Squared LLC CIK 0002086643 0.213 49 19.0 9.4% 4 +0.4 pp +1.1 pp +4.5 pp +9.4 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 19.0 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 18.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CACTI ASSET MANAGEMENT LLC CIK 0001452208 0.844 76 18.9 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 18.9 4.2% 5 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 18.9 1.3% 5 -0.5 pp -2.4 pp -2.4 pp -2.5 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 18.8 4.2% 5 +2.2 pp +1.9 pp +2.2 pp +2.1 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 18.8 8.7% 5 +0.1 pp -0.7 pp -2.6 pp -3.9 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 18.8 2.7% 5 +0.1 pp +0.1 pp -0.3 pp +1.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 18.7 1.3% 5 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
Apriem Advisors CIK 0001425165 0.679 182 18.7 1.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 18.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 18.7 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 18.7 0.2% 5 +0.0 pp -1.1 pp -0.8 pp -0.3 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 18.6 8.6% 5 -0.2 pp -0.4 pp +0.2 pp -0.5 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 18.5 1.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 18.5 2.6% 5 +0.6 pp +0.4 pp +0.8 pp +0.7 pp
Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.706 34 18.5 17.0% 2 +0.1 pp +17.0 pp +17.0 pp +17.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 18.4 2.0% 5 +1.4 pp +1.4 pp +1.4 pp +1.9 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 18.3 3.4% 5 +0.3 pp -2.0 pp -1.7 pp -2.5 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 18.3 9.6% 5 -0.1 pp -0.5 pp -0.3 pp -0.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 18.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 18.2 1.1% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 18.2 2.3% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 18.1 4.9% 5 +0.1 pp -0.4 pp -0.3 pp +0.4 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 18.1 1.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.4 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 18.0 3.2% 5 +0.2 pp -0.1 pp -0.0 pp -0.2 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 18.0 1.3% 5 -0.3 pp -13.7 pp -16.5 pp -16.3 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 18.0 1.3% 7 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 18.0 1.7% 5 +0.0 pp +0.0 pp +0.2 pp +0.5 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 18.0 1.5% 5 +0.5 pp +0.6 pp +0.2 pp +0.1 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 17.9 1.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 17.9 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 17.8 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Coastline Trust Co CIK 0001324279 0.630 406 17.8 1.6% 5 -0.1 pp -0.0 pp -0.3 pp -0.3 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 17.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 17.8 1.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 17.7 0.8% 5 -2.1 pp -3.1 pp +0.2 pp -0.1 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 17.7 11.2% 5 +0.4 pp -0.5 pp -0.3 pp -0.5 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 17.7 6.3% 5 -0.3 pp -0.6 pp -0.6 pp -1.9 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 17.7 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 17.6 6.0% 5 +1.3 pp +2.2 pp +3.4 pp +4.4 pp
Wedmont Private Capital CIK 0001904274 0.771 949 17.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 17.5 0.9% 5 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 17.5 3.0% 3 +0.7 pp +2.6 pp +3.0 pp +3.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 17.5 3.9% 5 -1.3 pp -0.7 pp -1.2 pp -1.1 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 17.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 17.4 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 17.4 0.7% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 17.4 6.5% 5 -0.4 pp -0.4 pp -1.2 pp -1.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 17.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 17.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 17.3 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Coral Wealth Management, LLC CIK 0002135133 0.067 17 17.3 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 17.3 5.5% 5 +0.5 pp +0.8 pp +1.1 pp +0.7 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 17.2 2.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 17.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 17.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Paladin Partners, LLC CIK 2141570 0.611 214 17.2 11.4% 2 +0.9 pp +11.4 pp +11.4 pp +11.4 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 17.2 2.0% 3 +0.2 pp -2.0 pp +2.0 pp -3.6 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 17.1 1.7% 4 -0.0 pp -0.4 pp -0.5 pp +1.7 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 17.1 0.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 17.0 2.7% 5 -0.0 pp +0.2 pp -0.1 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 17.0 9.9% 5 -0.2 pp -1.2 pp -0.4 pp -1.3 pp
Bensler, LLC CIK 0001965941 0.354 198 17.0 1.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
Grove Bank & Trust CIK 0001662212 0.546 886 17.0 1.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 17.0 2.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Torrey-Payne Wealth Management, LLC CIK 0002112151 0.670 39 16.9 13.9% 2 +0.2 pp +13.9 pp +13.9 pp +13.9 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 16.8 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SFMG, LLC CIK 0001512026 0.796 334 16.8 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 16.8 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 16.8 5.8% 1 +5.8 pp +5.8 pp -3.7 pp -5.2 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 16.6 1.0% 6 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 16.6 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 16.6 3.8% 5 -0.1 pp -0.3 pp -0.5 pp -0.4 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 16.5 1.8% 5 +0.5 pp +0.7 pp +0.1 pp +1.2 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 16.5 6.6% 5 -0.2 pp -1.2 pp -1.5 pp -1.7 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 16.5 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 16.5 10.0% 5 +0.5 pp -0.9 pp -1.0 pp -0.9 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 16.4 5.2% 5 +1.1 pp -0.2 pp -0.2 pp +1.9 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 16.4 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 16.4 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 16.4 10.3% 6 +0.1 pp -1.8 pp -1.3 pp +1.5 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 16.4 6.2% 5 -1.1 pp -0.1 pp -4.7 pp -5.2 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 16.3 1.9% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 16.3 0.5% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 16.3 2.5% 5 +0.4 pp +0.3 pp +0.3 pp +0.3 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 16.2 0.9% 5 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 16.2 3.8% 5 -0.8 pp -1.2 pp -1.2 pp -1.4 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 16.2 3.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 16.1 6.8% 5 -0.4 pp +0.2 pp -1.9 pp -1.5 pp
Cypress Capital Group CIK 0001341748 0.370 314 16.1 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
RH Tailwind Management, LLC CIK 0002065331 0.017 23 16.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 16.0 1.0% 4 +0.1 pp +0.2 pp -0.0 pp +1.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 16.0 6.0% 5 +0.0 pp +0.2 pp +0.1 pp +0.5 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 15.9 1.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 15.9 6.1% 5 -0.1 pp -0.3 pp -0.5 pp -0.8 pp
Trek Financial, LLC CIK 0001768195 0.100 501 15.9 0.8% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 15.9 5.4% 2 +4.0 pp +5.4 pp +5.4 pp +5.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 15.9 0.2% 5 +0.0 pp -0.4 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 15.9 0.8% 5 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 15.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 15.9 12.9% 5 +0.1 pp -0.0 pp -1.4 pp -2.6 pp
SimpliFi, Inc. CIK 0001716983 0.830 45 15.8 6.3% 5 +0.5 pp +0.2 pp -4.9 pp -5.4 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 15.8 12.3% 3 -1.1 pp -0.3 pp +12.3 pp +0.1 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 15.8 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 15.8 0.9% 5 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 15.8 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 15.8 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 15.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 15.8 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 15.7 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 15.7 1.7% 5 -0.0 pp -0.4 pp -0.6 pp -0.7 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 15.7 6.2% 5 +0.2 pp +0.9 pp +0.2 pp +0.7 pp
Sepio Capital, LP CIK 0001751412 0.794 346 15.7 0.8% 5 -0.2 pp +0.0 pp -0.3 pp -0.4 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 15.7 3.9% 5 -0.2 pp -0.6 pp -0.5 pp -0.7 pp
X-Square Capital, LLC CIK 0001729300 0.158 176 15.6 4.0% 5 -0.5 pp +0.1 pp +0.5 pp +0.3 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 15.6 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 15.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 15.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 15.5 9.0% 2 +0.8 pp +9.0 pp +9.0 pp +9.0 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 15.5 10.8% 4 +0.6 pp +1.4 pp +2.1 pp +10.8 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 15.5 8.9% 3 +0.5 pp +1.2 pp +8.9 pp +8.9 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 15.4 6.7% 2 -2.1 pp +6.7 pp +6.7 pp +6.7 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 15.3 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MAYPORT, LLC CIK 0001922875 0.801 134 15.3 2.4% 5 +1.7 pp +1.5 pp +1.5 pp +1.5 pp
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VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Sage Capital Management, LLC CIK 0002030667 0.242 167 8.9 3.5% 5 -0.1 pp -0.4 pp -0.2 pp -0.2 pp
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Clare Market Investments LLC CIK 0002054098 0.512 173 8.8 1.6% 1 +1.6 pp +1.6 pp -0.1 pp +0.1 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 8.8 7.4% 5 +1.6 pp +1.2 pp +0.7 pp +0.7 pp
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Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 8.8 0.2% 6 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
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Markin Asset Management, LP CIK 0002110806 0.342 47 8.8 7.5% 2 +2.8 pp +7.5 pp +7.5 pp +7.5 pp
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Lexington Hill Partners, LLC CIK 0002111980 0.557 77 8.7 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 8.7 9.7% 6 +0.9 pp -0.2 pp -0.5 pp +4.6 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 8.7 3.0% 5 +0.1 pp -0.8 pp -0.8 pp -0.8 pp
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Sitrin Capital Management LLC CIK 0001664771 0.293 39 8.7 3.8% 5 -0.1 pp -0.6 pp -0.5 pp -0.5 pp
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Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 8.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Rossby Financial, LCC CIK 0002056510 0.207 2144 8.6 1.6% 5 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
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Alta Wealth Advisors LLC CIK 0001843826 0.428 170 8.4 2.3% 5 -0.0 pp -0.5 pp -0.4 pp -0.9 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 8.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.4 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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BTC Capital Management, Inc. CIK 0001611848 0.537 207 8.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 8.4 2.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 8.3 1.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 8.3 1.8% 5 +0.2 pp +0.2 pp +0.3 pp -0.1 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 8.3 3.4% 6 -0.4 pp -2.0 pp -2.3 pp -2.5 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 8.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 8.3 1.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 8.3 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 8.3 0.5% 5 +0.0 pp -0.2 pp +0.0 pp -0.0 pp
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AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 8.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 8.2 6.3% 5 -0.0 pp -0.5 pp -0.3 pp -0.2 pp
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SYON CAPITAL LLC CIK 0001999353 0.452 949 8.2 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
Summa Corp. CIK 0001954929 0.569 83 8.2 2.6% 5 -0.4 pp +2.1 pp +2.1 pp +2.0 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 8.2 1.2% 5 -0.0 pp -0.1 pp -0.5 pp -0.5 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 8.2 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
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MASECO LLP CIK 0002074052 0.917 291 8.2 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
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Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 8.1 3.4% 6 -0.2 pp +0.0 pp +0.1 pp +0.3 pp
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Founders Capital Management CIK 0001704300 0.418 420 7.9 3.4% 5 +0.1 pp -0.3 pp -0.3 pp -0.5 pp
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Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 7.0 3.2% 5 +0.1 pp +0.0 pp -0.2 pp -0.2 pp
CVFG LLC CIK 0002050974 0.313 250 7.0 0.7% 1 +0.7 pp -5.5 pp -6.2 pp -6.1 pp
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Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 6.9 2.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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NDWM LLC CIK 0001818386 0.624 38 6.9 4.1% 5 -0.6 pp -15.8 pp -15.1 pp -15.2 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 6.9 4.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
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Oder Investment Management, LLC CIK 0001845109 0.230 113 6.8 4.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 6.8 4.1% 2 +0.6 pp +4.1 pp +4.1 pp +4.1 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 6.8 0.7% 5 +0.1 pp +0.2 pp -0.1 pp -0.0 pp
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CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.8 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Kearns & Associates LLC CIK 0001908695 0.847 41 6.7 3.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.7 3.9% 4 +1.1 pp +1.2 pp +1.2 pp +3.9 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 6.7 2.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
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Veracity Capital LLC CIK 0001811005 0.270 223 6.6 1.8% 5 -0.4 pp -0.7 pp -0.7 pp -0.9 pp
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Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 6.5 0.7% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Breakwater Investment Management CIK 0002025925 0.462 600 6.4 2.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Abel Hall, LLC CIK 0002013339 0.148 955 6.4 1.1% 5 -0.0 pp -0.2 pp -1.1 pp -1.2 pp
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Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 6.4 1.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
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Black Diamond Financial, LLC CIK 0001759236 0.675 198 6.4 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
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Baron Wealth Management LLC CIK 0001968507 0.535 304 6.3 1.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
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NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Two Point Capital Management, Inc. CIK 0001962382 0.492 30 5.4 2.2% 4 +0.1 pp +0.3 pp +0.3 pp +2.2 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 5.4 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 5.4 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 5.4 3.8% 5 +0.3 pp +0.0 pp -0.1 pp +2.1 pp
Heirloom Wealth Management CIK 0001882903 0.449 61 5.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 5.4 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 5.4 8.0% 5 +1.4 pp +1.5 pp +2.0 pp +1.7 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 5.3 1.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 5.3 2.0% 6 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.3 0.6% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 5.3 1.0% 5 -0.0 pp -0.0 pp -0.8 pp -0.3 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 5.3 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 5.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 5.3 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 5.3 2.6% 5 +0.0 pp +0.4 pp +0.4 pp +0.6 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.3 2.1% 6 +0.5 pp +0.8 pp +0.2 pp +0.2 pp
STEPH & CO CIK 0000941519 0.731 283 5.3 1.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 5.3 2.9% 2 +0.9 pp +2.9 pp +2.9 pp +2.9 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 5.3 2.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.8 pp
Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 5.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 5.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 5.3 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 5.3 1.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 5.3 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 5.3 0.8% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 5.2 4.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 5.2 4.6% 6 +0.1 pp -0.5 pp -0.5 pp -0.7 pp
BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 5.2 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 5.2 0.9% 5 -0.0 pp -0.3 pp -0.4 pp -0.2 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 5.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 5.2 1.2% 7 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 5.2 2.4% 5 +0.2 pp +0.1 pp -0.0 pp -0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 5.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 5.2 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NWK Group, Inc. CIK 0001803054 0.429 71 5.2 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 5.2 2.9% 5 +0.3 pp +0.7 pp +0.1 pp +0.3 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 5.2 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 5.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 5.2 4.4% 5 -0.4 pp -0.4 pp -2.2 pp -2.2 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 5.1 3.1% 5 -0.2 pp -0.0 pp -0.1 pp -0.2 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 5.1 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 5.1 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.6 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 5.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 5.1 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ironclad Investments LLC CIK 0001824600 0.912 3 5.1 2.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 5.1 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 5.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 5.0 4.1% 5 -0.5 pp -0.6 pp -1.1 pp -1.1 pp
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Private Wealth Partners, LLC CIK 0001335851 0.644 178 5.0 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.0 1.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Cedarwood Wealth LLC CIK 0002114448 0.257 96 5.0 3.8% 2 -0.6 pp +3.8 pp +3.8 pp +3.8 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 5.0 1.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 5.0 1.3% 5 +0.2 pp +0.2 pp +0.1 pp -0.1 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.0 1.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.0 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 5.0 1.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alchemi Wealth, LLC CIK 0002110606 0.223 167 5.0 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 5.0 1.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
Indivisible Partners CIK 0002098400 0.368 637 5.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 5.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 5.0 0.1% 5 +0.0 pp -0.6 pp -0.3 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 5.0 1.0% 5 -0.9 pp -1.1 pp -0.6 pp -0.9 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.0 1.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 5.0 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 5.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 5.0 1.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 5.0 3.6% 4 +0.1 pp -0.2 pp -0.3 pp +3.6 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 4.9 1.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
Foundry Financial LLC CIK 0002085325 0.614 85 4.9 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 4.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 4.9 1.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Teucrium Investment Advisors, LLC CIK 0002055352 0.011 47 4.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 4.9 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 4.9 0.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 4.9 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 4.9 2.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 4.9 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 4.9 1.3% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.9 0.7% 5 -0.5 pp -0.2 pp -0.1 pp -0.1 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 4.9 0.6% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
KKM Financial LLC CIK 0002001943 0.086 169 4.9 0.7% 5 -0.5 pp -0.5 pp -1.3 pp -2.7 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 4.9 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 4.9 2.0% 5 +0.7 pp +0.5 pp -0.1 pp +0.1 pp
PINCUS CAPITAL MANAGEMENT, LP CIK 0002109652 0.575 52 4.9 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
Avalon Trust Co CIK 0001798150 0.724 462 4.9 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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American State Bank (Iowa) CIK 0002122473 0.272 139 4.9 2.0% 7 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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Sunesis Advisors, LLC CIK 0001748269 0.757 61 4.8 2.0% 4 +0.1 pp -0.0 pp -0.1 pp +2.0 pp
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Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 4.8 2.7% 5 -0.1 pp +0.5 pp +0.5 pp +1.9 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 4.8 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
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M3 Advisory Group, LLC CIK 0002014826 0.333 156 4.8 2.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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McAdam, LLC CIK 0001695490 0.802 516 4.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 4.8 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 4.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Essex LLC CIK 0001889147 0.576 180 4.7 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Schear Investment Advisers, LLC CIK 0001962838 0.282 83 4.7 1.6% 5 -1.6 pp -2.1 pp -2.8 pp -3.1 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 4.7 0.6% 5 -0.1 pp +0.2 pp +0.1 pp -0.7 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.7 0.6% 5 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
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EWA, LLC CIK 0001835252 0.457 332 4.7 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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Equita Financial Network, Inc. CIK 0001994461 0.692 95 3.7 1.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
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Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 3.7 2.1% 4 -3.1 pp +1.1 pp +1.4 pp +2.1 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 3.7 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
NFSG Corp CIK 0001879757 0.275 1245 3.6 0.5% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 3.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 3.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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LVW Advisors, LLC CIK 0001576053 0.581 462 3.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 3.6 3.0% 2 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 3.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Noked Israel Ltd CIK 0001767750 0.807 11 3.6 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
East Coast Asset Management, LLC. CIK 0001579254 0.762 67 3.6 1.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Value Investment Professionals, LLC CIK 0002110205 0.000 97 3.6 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 3.6 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 3.6 1.1% 5 -1.5 pp -3.6 pp -0.6 pp -0.7 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 3.6 1.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp -0.1 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 3.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 3.5 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.5 0.3% 6 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
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NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 3.5 1.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 3.5 1.4% 6 -0.1 pp -0.3 pp -0.7 pp -2.5 pp
VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 3.5 2.5% 3 -0.2 pp -0.1 pp +2.5 pp +2.5 pp
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MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.5 0.6% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
EdgeRock Capital LLC CIK 0001908378 0.651 134 3.5 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
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K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 3.5 0.5% 1 +0.5 pp -0.0 pp -0.1 pp -0.1 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 3.5 1.1% 5 +0.1 pp +0.8 pp +0.9 pp +0.9 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 3.5 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Calder Financial LLC CIK 0002106810 0.520 43 3.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 3.4 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 3.4 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Rydar Equities, Inc. CIK 0002065487 0.195 107 3.4 1.9% 4 -0.0 pp -0.2 pp -0.2 pp +1.9 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.4 2.3% 5 -0.0 pp -0.2 pp -0.4 pp -0.2 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.4 0.4% 5 +0.0 pp -0.5 pp -0.2 pp -0.1 pp
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Axiom Investment Management LLC CIK 0001513703 0.093 528 3.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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TPG Advisors LLC CIK 0002033388 0.435 115 3.4 1.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 3.4 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
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MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 3.4 1.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
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Evergreen Advisors, LLC CIK 0001762294 0.919 31 3.4 0.7% 3 +0.0 pp -0.1 pp +0.7 pp -0.1 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Tactive Advisors, LLC CIK 0002002409 0.103 282 3.4 0.8% 4 -2.0 pp -2.3 pp -2.2 pp +0.8 pp
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Blue Chip Partners, LLC CIK 0001632801 0.571 184 3.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 3.0 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 3.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 0.430 55 3.0 1.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Highlander Partners, L.P. CIK 0001903866 0.582 44 3.0 1.0% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 3.0 1.7% 5 -0.2 pp -1.0 pp -1.4 pp -1.9 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.0 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 3.0 0.3% 1 +0.3 pp +0.3 pp +0.0 pp -0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 3.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 3.0 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 3.0 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Gradient Investments LLC CIK 0001542265 0.563 448 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 2.9 0.2% 5 -0.3 pp -0.2 pp -0.8 pp -0.9 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 2.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grange Capital, LLC CIK 0002048387 0.138 54 2.9 2.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 2.9 1.3% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
First County Bank /CT/ CIK 0001983616 0.228 169 2.9 1.4% 5 +0.2 pp -0.3 pp -0.3 pp -0.5 pp
ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANITE ISLANDS PRIVATE WEALTH, LLC CIK 0002111372 0.197 78 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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Cottage Street Advisors LLC CIK 0001665302 0.295 149 2.9 1.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 2.9 0.6% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 2.9 1.1% 5 +0.0 pp -0.3 pp -0.1 pp -0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 2.9 1.9% 5 -0.3 pp -0.3 pp -0.2 pp -0.5 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 2.9 0.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 2.9 0.8% 5 -0.9 pp -1.2 pp -1.2 pp -1.2 pp
DDD Partners, LLC CIK 0001729673 0.504 164 2.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Caitlin John, LLC CIK 0002010947 0.012 991 2.9 1.6% 5 +1.1 pp +0.5 pp -1.0 pp -1.4 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 2.9 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 2.9 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 2.9 3.0% 5 +0.1 pp -0.1 pp -0.0 pp -0.0 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 2.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 2.9 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 2.9 0.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Yardley Wealth Management LLC CIK 0002044323 0.760 37 2.8 1.3% 5 +0.0 pp -0.2 pp -0.3 pp -0.1 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 2.8 0.4% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 2.8 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
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RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 2.8 0.4% 2 +0.0 pp +0.4 pp +0.3 pp +0.1 pp
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Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.8 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 2.8 0.6% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.8 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 2.8 0.5% 5 +0.1 pp +0.2 pp +0.0 pp +0.3 pp
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ICW Investment Advisors LLC CIK 0001794820 0.219 144 2.8 1.0% 5 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 2.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
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Redwood Family Wealth LLC CIK 0002116118 0.293 106 2.8 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
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SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Goodman Financial Corp CIK 0001382303 0.242 73 2.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.5 1.2% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
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One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 2.5 0.6% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
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360 Financial, Inc. CIK 0001802324 0.654 85 2.5 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 2.5 1.0% 3 -0.0 pp -0.5 pp +1.0 pp +1.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.5 1.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
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VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 2.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 2.4 0.6% 5 +0.1 pp -0.3 pp +0.0 pp -0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 2.4 0.9% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 2.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.4 1.4% 5 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
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Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 2.4 0.5% 5 -0.1 pp -0.0 pp -1.2 pp -4.8 pp
SP Asset Management LLC CIK 0001962086 0.687 137 2.4 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Somerset Group LLC CIK 0001567912 0.423 58 2.4 1.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 2.4 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 2.4 0.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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Mosaic Advisors LLC CIK 0001808523 0.172 35 2.4 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.4 1.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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NVWM, LLC CIK 0001697274 0.201 780 2.4 0.5% 5 +0.1 pp -2.1 pp -0.9 pp -0.8 pp
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Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.4 0.9% 5 +0.2 pp +0.2 pp +0.1 pp -0.1 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 1.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.1 0.3% 5 -0.2 pp -0.2 pp -0.0 pp -0.2 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.1 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 1.1 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 1.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 1.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 1.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Prostatis Group LLC CIK 0001649186 0.318 190 1.1 0.3% 7 +0.1 pp -0.0 pp -0.0 pp -4.8 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 1.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Newton One Investments LLC CIK 0001842787 0.836 146 1.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 1.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Cross Staff Investments Inc CIK 0001900406 0.105 133 1.1 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
jvl associates llc CIK 0001915765 0.770 79 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.1 0.4% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 1.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.1 0.3% 2 -0.0 pp +0.3 pp +0.2 pp -0.1 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.1 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Bull Harbor Capital LLC CIK 0002135047 0.081 552 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 1.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RW Investment Management LLC CIK 0001631627 0.928 115 1.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 1.1 0.7% 5 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KRS Capital Management, LLC CIK 0001910876 0.366 124 1.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 1.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.1 0.4% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.1 0.7% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 1.1 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 1.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 1.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 1.1 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEINBERG ASSET MANAGEMENT LLC CIK 0001169883 0.532 44 1.1 0.7% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Breachway Investments LLC CIK 0002106661 0.032 74 1.1 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 1.1 0.4% 5 -0.3 pp +0.0 pp -0.1 pp -0.1 pp
Planning Center, Inc. CIK 0001910966 0.907 84 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 1.1 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
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Clarus Group, Inc. CIK 0001844568 0.654 127 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Landmark Wealth Management, LLC CIK 0001728778 0.546 151 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 1.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Constitution Capital LLC CIK 0001845531 0.322 62 1.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Money Management, LLC CIK 0001600085 0.432 174 1.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.1 0.5% 7 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 1.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.0 0.5% 5 -1.2 pp -1.3 pp -1.4 pp -1.1 pp
SFM, LLC CIK 0002064225 0.427 69 1.0 0.5% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 1.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Copos Capital B.V. CIK 0002111344 0.000 37 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
S Harris Financial Group, LLC CIK 0002112907 0.391 124 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.0 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
Miller Capital Partners, Inc. CIK 0002111377 0.283 255 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 1.0 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 1.0 0.3% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.0 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
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Cadia Private Client LLC CIK 0002135817 0.358 76 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 1.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Manuka Financial, LLC CIK 0002049064 0.635 55 1.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Silver Lake Advisory, LLC CIK 0001596055 0.303 109 1.0 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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True Link Financial Advisors, LLC CIK 0001846236 0.000 104 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 1.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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United Financial Planning Group LLC CIK 0002088337 0.721 465 1.0 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
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LS Investment Advisors, LLC CIK 0001455845 0.516 127 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.9 0.1% 5 +0.1 pp -0.0 pp +0.1 pp -0.2 pp
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BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Family Capital Trust Co CIK 0001123320 0.317 83 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Alteri Wealth LLC CIK 0002054980 0.233 296 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Aufman Associates Inc CIK 0001801573 0.745 67 0.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.9 0.0% 4 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
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WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Lee Financial Co CIK 0001391166 0.828 162 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.9 0.5% 5 +0.0 pp -0.1 pp -0.9 pp -0.8 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.9 0.5% 5 +0.0 pp -0.0 pp -0.6 pp -0.7 pp
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Blue Line Capital, LLC / IL CIK 0002111406 0.085 75 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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Elite Life Management LLC CIK 0002010262 0.574 61 0.9 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
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Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
SWMG, LLC CIK 0001839255 0.473 100 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paller Financial Services Inc CIK 0002095931 0.156 44 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Growth Capital LLC CIK 0002112081 0.182 136 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Dedeker Financial LLC CIK 0002113408 0.174 55 0.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.4% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GERBER, LLC CIK 0002014164 0.601 96 0.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.8 0.1% 5 -1.3 pp +0.0 pp -0.0 pp -0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RS CRUM INC. CIK 0001401459 0.764 103 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Trajan Wealth LLC CIK 0001934415 0.705 152 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Slagle Financial, LLC CIK 0001984918 0.043 127 0.8 0.3% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.8 0.4% 7 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GreatBanc Trust CO CIK 0001427099 0.670 70 0.8 0.5% 3 +0.0 pp -0.2 pp +0.5 pp +0.5 pp
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Oak Harvest Investment Services CIK 0001839430 0.239 160 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 0.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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SAM Advisors, LLC CIK 0001600944 0.829 49 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.8 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Sandro Wealth Management LLC CIK 0002107860 0.193 103 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.8 0.4% 5 -0.1 pp -0.3 pp -1.5 pp -1.5 pp
AmeriServ Wealth Advisors CIK 0001102062 0.597 54 0.8 0.5% 5 +0.1 pp -0.2 pp +0.0 pp -0.0 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.8 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kidder Stephen W CIK 0001314377 0.476 75 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Bath Savings Trust Co CIK 0001384943 0.576 177 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.8 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
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IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Philadelphia Investment Partners, LLC CIK 0002131511 0.328 183 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.8 0.4% 5 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.8 0.4% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -4.9 pp -5.3 pp -6.3 pp
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Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp -6.1 pp -4.4 pp -4.6 pp
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ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -3.4 pp -3.0 pp -2.5 pp
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Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp -3.5 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Trustees of Dartmouth College CIK 0001599404 0.183 11 0.0 0.0% 0 -22.9 pp -57.9 pp -57.2 pp -64.6 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp -0.7 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.0 0.0% 0 -1.8 pp -1.9 pp -1.8 pp -1.8 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
BRIGADE CAPITAL MANAGEMENT, LP CIK 0001421306 0.446 12 0.0 0.0% 0 -6.9 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -1.3 pp -1.4 pp -1.4 pp -1.5 pp
Ahara Advisors LLC CIK 0002116771 0.419 55 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp -1.3 pp -0.1 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CIK 0002016209 0.000 57 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -2.5 pp -2.5 pp -1.5 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -2.3 pp -2.4 pp -2.5 pp -2.6 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.7 pp -0.3 pp -0.3 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.9 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avanda Investment Management Pte. Ltd. CIK 0001650258 0.016 36 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -34.2 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -2.5 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -1.4 pp -1.6 pp -1.5 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.8 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 0.0 0.0% 0 +0.0 pp -3.6 pp -3.5 pp -3.7 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -4.2 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -12.5 pp -12.0 pp -10.5 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -4.3 pp -3.8 pp -4.2 pp -3.7 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -2.4 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -7.8 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
Brentview Investment Management LLC CIK 0002052564 0.314 63 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp -1.2 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 0.193 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -8.6 pp +0.0 pp +0.0 pp +0.0 pp
Decatur Capital Management, Inc. CIK 0001505961 0.238 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp +0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
MILLER VALUE PARTNERS, LLC CIK 0001135778 0.341 56 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -92.8 pp -92.9 pp -95.5 pp
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -1.8 pp -1.5 pp -1.6 pp -1.7 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Yost Capital Management, LP CIK 0001489859 0.212 13 0.0 0.0% 0 +0.0 pp -1.5 pp -2.6 pp -2.8 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -3.4 pp -2.9 pp -3.3 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.2 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 0.0 0.0% 0 -11.9 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp -0.6 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
STONERIDGE INVESTMENT PARTNERS LLC CIK 0001108831 0.032 146 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -3.9 pp -4.2 pp -4.5 pp
Mercuria Capital Strategies, LLC CIK 0002048079 0.000 23 0.0 0.0% 0 +0.0 pp +0.0 pp -33.4 pp +0.0 pp
Kooman & Associates CIK 0001961850 0.724 56 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
CMT Capital Markets Trading GmbH CIK 0001632813 0.000 103 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp -1.6 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -11.2 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -12.2 pp -22.0 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status