Signals

TD

933 in-universe funds with a nonzero position in TD within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22671
Score / z-0.109 / -0.12
Consensus301.36 over 550 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10,688.0 2.0% 4 +0.0 pp -0.0 pp -0.0 pp +2.0 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 7,037.3 2.9% 4 +0.3 pp +0.6 pp +0.0 pp +2.9 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3,671.3 6.5% 4 -0.1 pp -0.1 pp -0.7 pp +6.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3,505.5 2.8% 4 -0.0 pp +0.4 pp +0.5 pp +2.8 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 2,831.6 3.7% 4 -0.1 pp +0.8 pp +0.9 pp +3.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,558.6 2.6% 4 +0.1 pp -0.1 pp +0.2 pp +2.6 pp
FIL Ltd CIK 0000318989 0.878 1140 2,494.5 1.9% 4 -0.2 pp -0.3 pp -0.7 pp +1.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,251.8 2.7% 5 -0.2 pp +0.2 pp +0.0 pp +0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1,944.7 5.8% 4 +0.3 pp +0.9 pp +0.8 pp +5.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,684.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,579.5 1.4% 4 +0.0 pp +0.3 pp +0.5 pp +1.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,447.5 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,380.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,168.2 2.0% 5 -0.7 pp -0.5 pp -1.2 pp -1.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,165.5 0.8% 4 -0.1 pp +0.1 pp -0.0 pp +0.8 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 1,116.8 2.7% 4 -0.5 pp -0.9 pp -1.1 pp +2.7 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,104.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 1,031.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 992.6 2.3% 4 +0.0 pp -0.3 pp -0.3 pp +2.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 987.4 4.1% 4 +0.0 pp +0.4 pp +0.3 pp +4.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 965.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 889.5 3.2% 4 -0.4 pp +0.0 pp -1.4 pp +3.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 706.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 604.1 1.0% 4 -0.9 pp -0.2 pp +0.0 pp +1.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 576.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 558.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 508.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 470.0 2.8% 4 +1.4 pp +1.0 pp +1.2 pp +2.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 468.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 463.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 433.2 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 391.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 350.0 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 290.7 1.3% 4 -0.1 pp -0.1 pp -0.0 pp +1.3 pp
Amundi CIK 0001330387 0.000 1 289.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 287.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Research Global Investors CIK 0001422848 0.983 426 276.0 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 273.9 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 273.8 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 268.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 241.2 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 234.2 3.8% 4 -0.5 pp -0.4 pp -0.7 pp +3.8 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 232.1 6.7% 4 -0.1 pp +0.3 pp +0.2 pp +6.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 190.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 182.5 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 177.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 169.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 169.0 4.8% 4 -0.2 pp +0.4 pp +0.1 pp +4.8 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 158.0 5.6% 4 -0.4 pp +0.2 pp +0.1 pp +5.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 153.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 150.6 1.0% 4 -0.3 pp -0.2 pp +0.4 pp +1.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 148.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 140.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 139.5 4.8% 4 -0.1 pp +0.2 pp +0.2 pp +4.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 135.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 131.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 127.6 9.2% 4 -1.1 pp -0.2 pp -0.9 pp +9.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 122.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 121.2 3.2% 4 -0.5 pp +1.2 pp +1.1 pp +3.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 119.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 117.3 3.3% 4 -2.9 pp -2.0 pp -1.6 pp +3.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 116.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 112.2 3.1% 4 +0.0 pp +0.4 pp +1.2 pp +3.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 104.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 101.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 99.3 0.6% 4 -0.0 pp +0.0 pp +0.2 pp +0.6 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 88.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 87.9 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 85.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 82.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 73.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 73.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 71.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 69.6 6.0% 4 -0.2 pp +0.4 pp +0.6 pp +6.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 65.9 0.6% 4 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 65.6 5.5% 4 +0.0 pp +1.0 pp +1.0 pp +5.5 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 65.5 7.0% 4 -2.1 pp -1.0 pp -1.2 pp +7.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 64.6 1.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 62.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 62.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 60.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 59.0 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 58.7 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 56.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 54.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 53.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 53.3 2.9% 4 +1.6 pp +0.3 pp +0.5 pp +2.9 pp
Delaney Capital Management Ltd. CIK 2140766 0.741 53 53.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 52.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 50.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 50.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 47.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 45.4 0.2% 4 +0.1 pp -0.1 pp -0.1 pp +0.2 pp
QV Investors Inc. CIK 0001570253 0.548 68 43.0 3.5% 3 -0.2 pp -0.0 pp +3.5 pp +3.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 40.6 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 38.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 37.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Woodbridge CO LTD CIK 0001397960 0.000 48 36.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 34.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 33.2 0.5% 4 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 31.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 30.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 29.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 28.9 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 28.6 2.5% 4 -0.3 pp +0.1 pp +0.1 pp +2.5 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 28.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 27.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 27.7 5.6% 4 +3.8 pp +1.1 pp +4.4 pp +5.6 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 27.3 1.7% 4 -0.2 pp +0.0 pp -0.1 pp +1.7 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 26.7 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 26.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 26.2 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
CANERECTOR INC CIK 0001113234 0.807 9 26.0 12.3% 4 -0.4 pp +1.6 pp +1.0 pp +12.3 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 25.7 3.9% 4 +0.3 pp +1.1 pp +2.3 pp +3.9 pp
Creative Planning CIK 0001540235 0.979 4196 24.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 24.2 2.8% 4 +0.8 pp +1.8 pp +1.7 pp +2.8 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 23.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 22.7 8.2% 4 -0.6 pp +0.6 pp -0.5 pp +8.2 pp
Coleford Investment Management Ltd. CIK 0001939136 0.580 23 22.5 5.5% 4 +0.1 pp +0.9 pp +0.6 pp +5.5 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 22.2 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 21.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 20.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 20.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 20.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 19.8 1.8% 4 -0.4 pp +0.5 pp +1.1 pp +1.8 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 19.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.6 0.0% 4 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.2 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 18.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 17.9 5.8% 4 +0.3 pp -0.4 pp -2.5 pp +5.8 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 17.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 17.2 2.1% 4 -1.1 pp -1.0 pp -2.2 pp +2.1 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 17.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 16.2 1.9% 3 +0.8 pp +1.6 pp +1.9 pp +1.9 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 15.4 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 14.8 3.5% 4 +0.1 pp +0.5 pp +0.6 pp +3.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 12.8 0.5% 3 +0.3 pp +0.0 pp +0.5 pp +0.5 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 12.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 12.2 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 11.6 1.4% 4 +0.0 pp +0.2 pp +0.2 pp +1.4 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 11.4 3.2% 4 +0.5 pp +1.0 pp +0.4 pp +3.2 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 11.1 3.4% 4 -0.1 pp +0.3 pp +0.3 pp +3.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sienna Gestion CIK 0002021242 0.252 178 10.6 0.7% 4 -0.8 pp -0.7 pp -0.6 pp +0.7 pp
Osmosis Investment Management UK Ltd CIK 0001780700 0.507 452 10.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.9 0.0% 4 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 9.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 8.8 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
Walter Public Investments Inc. CIK 0001925251 0.123 53 8.8 2.1% 4 +1.9 pp +2.0 pp +2.0 pp +2.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 8.3 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 8.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 8.1 2.5% 3 +0.0 pp +2.3 pp +2.5 pp +2.5 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 7.0 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
DAVIS-REA LTD. CIK 0001482171 0.277 45 6.9 1.8% 4 -0.1 pp +0.1 pp +0.1 pp +1.8 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 6.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 6.6 1.1% 4 +0.2 pp +0.3 pp +0.1 pp +1.1 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 6.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NATIXIS CIK 0001274981 0.561 1107 6.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 6.0 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 5.8 1.9% 4 -0.8 pp +0.1 pp +0.0 pp +1.9 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 5.7 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
Beaton Management Co. Inc. CIK 0001714678 0.190 157 5.7 2.5% 4 -0.0 pp +0.3 pp +0.1 pp +2.5 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 5.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 5.0 2.2% 4 +0.0 pp +0.4 pp +0.4 pp +2.2 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 4.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plato Investment Management Ltd CIK 0001984475 0.427 496 4.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 4.4 0.8% 4 -0.1 pp -0.2 pp -0.4 pp +0.8 pp
Burkett Asset Management Ltd CIK 0002109360 0.284 59 4.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Tacita Capital Inc CIK 0001846287 0.305 214 4.3 2.6% 4 +0.0 pp +0.4 pp +0.6 pp +2.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 4.3 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 3.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TABLEAUX LLC CIK 0002060663 0.396 120 3.4 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +0.1 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 3.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 3.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sustainable Insight Capital Management, LLC CIK 0001580677 0.133 78 3.1 1.0% 4 +0.1 pp -0.7 pp -0.7 pp +1.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 3.0 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 2.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flagship Capital Management Inc. CIK 0002106796 0.473 50 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 2.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Te Ahumairangi Investment Management Ltd CIK 0001832237 0.488 86 2.6 0.4% 4 -0.1 pp -0.4 pp -0.4 pp +0.4 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 2.5 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 2.4 0.3% 1 +0.3 pp +0.3 pp -0.2 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 2.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 2.2 2.1% 4 +0.1 pp +0.4 pp +0.5 pp +2.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 2.2 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 2.2 1.6% 4 +0.0 pp +0.2 pp +0.3 pp +1.6 pp
State of Wyoming CIK 0001821626 0.105 1872 2.1 0.3% 4 +0.2 pp +0.0 pp +0.2 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver C. Barksdale & Associates, Inc. CIK 0001294588 0.123 62 2.1 2.0% 4 -0.1 pp +0.2 pp +0.2 pp +2.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 1.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DJE Kapital AG CIK 0001659196 0.349 124 1.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 1.9 0.4% 4 -0.6 pp -0.5 pp -0.4 pp +0.4 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ativo Capital Management LLC CIK 0001423065 0.132 56 1.8 1.6% 3 -0.0 pp +0.9 pp +1.6 pp +1.6 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.7 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 1.7 1.4% 4 +0.2 pp +0.4 pp +0.4 pp +1.4 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 1.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 1.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 1.5 0.4% 6 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN ASSETS INC CIK 0000885118 0.855 12 1.4 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 1.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.3 0.9% 4 -0.1 pp +0.0 pp +0.0 pp +0.9 pp
LRT Capital Management, LLC CIK 0001798923 0.000 64 1.3 1.2% 3 -2.1 pp -1.4 pp +1.2 pp +1.2 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 1.1 0.6% 4 -0.7 pp +0.1 pp -0.4 pp +0.6 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
PCM Encore, LLC CIK 0002109846 0.244 459 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 1.0 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 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Canoe Financial LP CIK 0001908219 0.715 110 1.0 0.0% 4 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Themes Management Co LLC CIK 0002107564 0.055 120 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TI-TRUST, INC CIK 0001802284 0.225 132 0.9 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.9 0.0% 4 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.8 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.7 0.1% 4 -0.0 pp -0.0 pp -1.3 pp +0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.7 0.2% 4 -0.0 pp +0.0 pp -0.6 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
LGT Group Foundation CIK 0001911278 0.801 284 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Greenfield Savings Bank CIK 0001940406 0.270 148 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 0.198 185 0.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.6 0.1% 4 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.6 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.5 0.3% 2 +0.1 pp +0.3 pp +0.1 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.5 0.7% 3 -0.6 pp +0.2 pp +0.7 pp +0.7 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WRIGHT INVESTORS SERVICE INC CIK 0000108572 0.214 148 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Ascent Group, LLC CIK 0001913231 0.507 808 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Income Insurance Ltd CIK 2022801 0.211 184 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.5 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cypress Capital Group CIK 0001341748 0.370 314 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MFA Wealth Services CIK 0001989379 0.288 134 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.3 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Financial, LLC CIK 0001846923 0.807 30 0.3 0.2% 1 +0.2 pp -0.1 pp -0.1 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Payne Capital LLC CIK 0002094426 0.375 59 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 0.3 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Investors, Inc CIK 0001824539 0.278 88 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.3 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.601 168 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 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
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BetterWealth, LLC CIK 0001911702 0.869 86 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brown Shipley& Co Ltd CIK 0001912970 0.520 75 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient IA LP CIK 0002058426 0.030 249 0.2 0.2% 1 +0.2 pp -0.0 pp +0.0 pp +0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asset Planning,Inc CIK 0002048547 0.411 334 0.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.1 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brentview Investment Management LLC CIK 0002052564 0.314 63 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOBAM CIK 0001527488 0.112 258 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 +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% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Grp LLC CIK 0002134013 0.401 144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 6 +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% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 -0.0 pp -0.7 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Warner Group LLC CIK 0002073617 0.415 129 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 0.0 0.0% 0 +0.0 pp -0.1 pp -2.6 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -2.2 pp -1.9 pp -1.8 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp -0.5 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 -0.7 pp -0.6 pp -0.3 pp +0.0 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 +0.0 pp -1.7 pp -1.3 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -5.2 pp -5.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 TD). Qtrs Held counts distinct quarters this fund has actually held TD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TD position size. Δ columns are the percentage-point change in TD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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