Signals

SPYM

1317 in-universe funds with a nonzero position in SPYM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#8
Score / z10.132 / 12.96
Consensus422.10 over 874 funds
Momentumno 12m return

Price & positioning

250 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
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 4,317.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,251.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,196.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 3,021.7 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
Creative Planning CIK 0001540235 0.979 4196 2,263.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,154.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 999.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 768.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 693.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 636.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 583.7 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 583.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 551.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Kedalion Capital Management LLP CIK 0002041209 0.814 3 509.9 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 467.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 419.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 386.6 29.2% 1 +29.2 pp +29.2 pp +29.2 pp +29.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 362.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 339.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 320.3 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 313.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 312.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 300.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 300.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 291.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 279.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 274.2 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 264.0 6.8% 3 -0.7 pp -0.4 pp +6.8 pp +6.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 259.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gradient Investments LLC CIK 0001542265 0.563 448 258.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 255.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 252.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 245.3 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 227.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 225.9 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 208.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Endurance Services Ltd CIK 0002011025 0.942 8 205.8 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 205.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 183.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 175.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 174.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 169.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 167.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 164.6 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 154.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 149.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 149.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 142.9 36.3% 1 +36.3 pp +36.3 pp +36.3 pp +36.3 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 131.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 126.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 123.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 119.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 118.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 117.9 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 117.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 115.8 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 115.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 111.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 110.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Ascent Group, LLC CIK 0001913231 0.507 808 97.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 97.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 92.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
World Investment Advisors CIK 0001652594 0.670 1523 91.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 89.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 85.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 85.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
KWB Wealth CIK 0001822236 0.452 169 84.1 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 82.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 82.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 80.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 79.5 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 77.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 76.0 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 75.6 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 75.0 41.5% 1 +41.5 pp +41.5 pp +41.5 pp +41.5 pp
Brown Financial Advisory CIK 0001843853 0.850 49 74.9 41.3% 1 +41.3 pp +41.3 pp +41.3 pp +41.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 72.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
NEPC LLC CIK 0001424799 0.960 53 70.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 69.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 67.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 66.4 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 66.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 65.4 9.4% 3 -1.2 pp -1.7 pp +9.4 pp +9.4 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 64.7 24.5% 1 +24.5 pp +24.5 pp +24.5 pp +24.5 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 64.7 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 62.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 62.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 61.7 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 60.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Auour Investments LLC CIK 0001789310 0.580 95 59.5 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
One Day In July LLC CIK 0001823172 0.854 167 58.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 57.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 57.6 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 57.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 57.3 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
New Perspectives, Inc CIK 0001909565 0.875 49 56.2 27.8% 1 +27.8 pp +27.8 pp +27.8 pp +27.8 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 56.1 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 56.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 56.0 23.2% 1 +23.2 pp +23.2 pp +23.2 pp +23.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 55.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 55.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 55.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 55.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 54.7 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 54.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 53.9 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 52.8 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 52.0 27.6% 1 +27.6 pp +27.6 pp +27.6 pp +27.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 51.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 51.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 50.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 49.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 49.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 48.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 48.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 47.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 47.7 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 46.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 46.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 46.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 46.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Western Wealth Management, LLC CIK 0001767902 0.458 1001 44.9 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 44.4 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 44.1 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 43.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 43.1 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 43.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 42.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 42.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 42.4 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 42.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SOL Capital Management CO CIK 0001339270 0.000 0 41.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 41.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 41.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 41.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 40.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 40.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 40.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 40.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 39.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 39.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 38.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 38.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Keystone Financial Group CIK 0001729299 0.524 567 36.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 36.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 36.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 36.4 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 35.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 35.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 34.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 33.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 33.8 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 33.3 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 33.1 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 33.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 32.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 32.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 32.2 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 32.1 11.7% 2 +1.5 pp +11.7 pp +11.7 pp +11.7 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 32.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 31.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 31.5 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 31.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 30.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 30.5 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 30.5 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
Petix & Botte Co CIK 0001803255 0.507 144 30.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 30.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 30.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 30.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 29.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 29.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 29.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 28.8 24.9% 1 +24.9 pp +24.9 pp +24.9 pp +24.9 pp
NOVEM GROUP CIK 0001926783 0.247 437 28.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 27.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 27.6 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.4 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 27.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 27.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 27.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 27.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 27.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 26.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 26.8 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 26.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 26.3 3.6% 3 +0.1 pp +3.1 pp +3.6 pp +3.6 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 25.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 25.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 25.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 25.0 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 24.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 24.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 24.4 15.5% 2 +0.8 pp +15.5 pp +15.5 pp +15.5 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 24.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 24.4 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 24.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.1 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 23.8 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 23.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 23.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 23.2 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 23.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McMill Wealth Management CIK 0002056447 0.763 60 22.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 22.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 22.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 22.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 22.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 22.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 22.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 22.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 22.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 22.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 21.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 21.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 21.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 21.3 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 21.1 13.4% 2 +0.5 pp +13.4 pp +13.4 pp +13.4 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 21.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 20.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 20.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 20.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 20.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 20.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 19.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 19.8 15.2% 2 +1.2 pp +15.2 pp +15.2 pp +15.2 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 19.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 19.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 19.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 19.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 18.8 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 18.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 18.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 18.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 18.0 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 18.0 14.3% 3 +0.2 pp -3.5 pp +14.3 pp +14.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 17.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 17.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 17.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 16.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Investors Research Corp CIK 0001730630 0.347 805 16.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 16.7 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 16.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 16.5 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 16.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 16.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 16.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Wise Wealth Partners CIK 0002056711 0.035 43 16.0 26.7% 1 +26.7 pp +26.7 pp +26.7 pp +26.7 pp
Archer Investment Corp CIK 0001803804 0.301 1254 15.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
RBF Capital, LLC CIK 0001134621 0.512 506 15.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 15.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 15.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 15.0 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 15.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Tidemark, LLC CIK 0002009591 0.305 935 14.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 14.9 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 14.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
CacheTech Inc. CIK 0002013390 0.380 169 14.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Adams Wealth Management CIK 0001803084 0.408 147 14.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 14.5 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 14.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Brown Financial Advisors CIK 0002035548 0.168 212 14.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 14.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 14.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 14.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 13.7 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 13.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 13.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 13.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 13.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 13.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 13.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 13.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 13.0 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 13.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Towercrest Capital Management CIK 0001633288 0.713 110 12.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 12.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 12.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 12.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 12.7 9.7% 2 +0.2 pp +9.7 pp +9.7 pp +9.7 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 12.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 12.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 12.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 12.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 12.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 12.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 12.4 6.1% 3 -0.7 pp -1.6 pp +6.1 pp +6.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 12.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 12.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 12.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 12.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 12.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 11.9 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 11.7 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 11.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
FMR LLC CIK 0000315066 0.989 5571 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 11.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 11.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 11.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 11.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 11.0 11.0% 2 -0.4 pp +11.0 pp +11.0 pp +11.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 10.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 10.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 10.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 10.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 10.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 10.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 10.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 10.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 10.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 10.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 10.4 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 10.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Westwind Capital CIK 0001729269 0.056 77 10.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 10.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 10.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 10.1 5.1% 2 -5.4 pp +5.1 pp +5.1 pp +5.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 10.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 10.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 9.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 9.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 9.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 9.7 6.7% 2 -0.7 pp +6.7 pp +6.7 pp +6.7 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 9.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 9.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 9.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 9.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 9.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 9.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 9.0 7.5% 3 -0.3 pp -0.7 pp +7.5 pp +7.5 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 8.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 8.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 8.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 8.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 8.6 1.9% 2 +1.2 pp +1.9 pp +1.9 pp +1.9 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 8.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 8.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 8.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 8.4 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 8.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 8.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 8.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 8.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 8.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 7.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 7.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 7.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 7.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 7.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
MKT Advisors LLC CIK 0001906802 0.645 155 7.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 7.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 7.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 7.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Transce3nd, LLC CIK 0002023570 0.000 170 7.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 7.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 7.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 7.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 7.1 6.8% 2 +0.2 pp +6.8 pp +6.8 pp +6.8 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 7.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 6.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 6.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Range Financial Group LLC CIK 0001928635 0.113 206 6.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 6.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
River Street Advisors LLC CIK 0001964897 0.314 177 6.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 6.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Values Added Financial LLC CIK 0001973921 0.422 147 6.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Balefire, LLC CIK 0001750924 0.097 475 6.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 6.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 6.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 6.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 6.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 6.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 6.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 6.1 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 5.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 5.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 5.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 5.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 5.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 5.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ERn Financial, LLC CIK 0001768302 0.529 161 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 4.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
TRUEFG, LLC CIK 0001766067 0.882 75 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 4.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Security Advisor, Inc. CIK 0001997602 0.681 161 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 4.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 4.6 2.9% 3 -0.2 pp -1.0 pp +2.9 pp +2.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 4.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 4.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 4.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Prostatis Group LLC CIK 0001649186 0.318 190 4.0 1.1% 3 -0.2 pp -0.4 pp +1.1 pp +1.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Abound Wealth Management CIK 0001950323 0.745 1359 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.9 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vestment Financial LLC CIK 0002056705 0.756 41 3.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Balentine LLC CIK 0001586678 0.932 243 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
NWAM LLC CIK 0001655006 0.392 684 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 3.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
VICUS CAPITAL CIK 0001544806 0.660 268 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 3.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HWG Holdings LP CIK 0001599390 0.277 44 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 3.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Goodman Financial Corp CIK 0001382303 0.242 73 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
McHugh Group, LLC CIK 0002052657 0.526 86 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Clarity Financial LLC CIK 0001862145 0.368 127 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 3.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 3.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JSF Financial, LLC CIK 0001802224 0.568 141 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RMR Wealth Builders CIK 0001803848 0.732 316 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Renasant Bank CIK 0001656167 0.136 141 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.7 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SWMG, LLC CIK 0001839255 0.473 100 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Trek Financial, LLC CIK 0001768195 0.100 501 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BankPlus Trust Department CIK 0002047270 0.431 470 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 2.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CAP Partners, LLC CIK 0002006870 0.188 155 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Realta Investment Advisors CIK 0001776792 0.189 378 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 2.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Frisco Financial Planning LLC CIK 0002133972 0.753 29 2.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.9 1.4% 3 -0.9 pp -1.0 pp +1.4 pp +1.4 pp
ETF Store, Inc. CIK 0001911470 0.237 114 1.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Treasure Coast Financial Planning CIK 0001911307 0.681 48 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Group Ltd CIK 0002010748 0.858 95 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Flower City Capital CIK 0001808394 0.859 49 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TFG Advisers LLC CIK 0001806473 0.297 208 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RDA Financial Network CIK 0001774086 0.257 284 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bensler, LLC CIK 0001965941 0.354 198 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 1.3 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
360 Financial, Inc. CIK 0001802324 0.654 85 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Caitlin John, LLC CIK 0002010947 0.012 991 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 1.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TLWM CIK 0001732537 0.888 73 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Community Bank, N.A. CIK 0001632187 0.503 530 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 1.0 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SFM, LLC CIK 0002064225 0.427 69 0.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
tru Independence LLC CIK 0001785445 0.641 108 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.9 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wellment Financial CIK 0001940000 0.000 37 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Summit Global Investments CIK 0001697953 0.729 523 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Defender Capital, LLC. CIK 0001766929 0.672 37 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BAILARD, INC. CIK 0000750641 0.577 763 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smith Asset Management Co., LLC CIK 0002068217 0.252 70 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Co of the South CIK 0002008165 0.815 146 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Life Planners CIK 0002053368 0.608 339 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RB Capital Management, LLC CIK 0001695582 0.450 201 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Financial Corp/CA CIK 0001954480 0.315 132 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.2% 3 -4.8 pp -0.9 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apriem Advisors CIK 0001425165 0.679 182 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Essex LLC CIK 0001889147 0.576 180 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Widmann Financial Services, Inc. CIK 0001906640 0.280 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -18.4 pp +0.0 pp +0.0 pp +0.0 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -39.1 pp -44.5 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPYM). Qtrs Held counts distinct quarters this fund has actually held SPYM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYM position size. Δ columns are the percentage-point change in SPYM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status