Signals

VB

2262 in-universe funds with a nonzero position in VB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#757
Score / z0.140 / 0.21
Consensus681.79 over 1332 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
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 5,964.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 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 1,978.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,553.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,095.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,008.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 979.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 812.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 681.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 672.5 0.5% 2 -0.8 pp +0.5 pp +0.5 pp +0.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 639.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 595.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 578.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 565.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 499.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 493.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 479.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 463.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 456.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 428.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 380.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 322.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 292.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 291.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 287.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 286.2 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 283.9 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 283.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 281.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 274.2 6.8% 2 +3.0 pp +6.8 pp +6.8 pp +6.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 238.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 237.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 226.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 211.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 201.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 191.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 189.2 4.6% 1 +4.6 pp +4.6 pp -0.0 pp +4.6 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 186.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 165.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 160.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 156.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 143.7 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 141.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 137.6 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 132.2 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 126.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 126.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 126.0 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 115.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 114.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 113.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 111.9 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 105.2 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 100.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 99.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 97.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 97.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 94.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 91.5 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 90.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 90.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 88.8 8.3% 2 -0.3 pp +8.3 pp +8.3 pp +8.3 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 86.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 86.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 83.9 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 82.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 82.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 80.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 79.2 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 78.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 76.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 75.3 4.9% 2 -0.6 pp +4.9 pp +4.9 pp +4.9 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 74.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 72.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 71.0 12.7% 2 -0.3 pp +12.7 pp +12.7 pp +12.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 70.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 67.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 67.4 6.9% 2 -0.0 pp +6.9 pp +6.9 pp +6.9 pp
WIT, LLC CIK 0001840025 0.965 24 66.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 65.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 65.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 65.0 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 64.5 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 63.3 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 63.2 10.4% 2 -0.9 pp +10.4 pp +10.4 pp +10.4 pp
CX Institutional CIK 0001737089 0.437 1568 60.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Pandi, LLC CIK 0002058702 0.955 4 59.2 7.8% 3 +0.5 pp -0.1 pp +7.8 pp +7.8 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 52.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 51.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 50.6 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 50.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 50.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
American Trust CIK 0001905128 0.729 334 48.5 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 48.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 45.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 45.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 44.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 44.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MilWealth Group LLC CIK 0001972750 0.908 82 43.3 10.6% 2 +0.2 pp +10.6 pp +10.6 pp +10.6 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 43.2 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 42.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 41.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 40.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 39.7 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 39.5 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 38.8 21.0% 2 -0.4 pp +21.0 pp +21.0 pp +21.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 38.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 38.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Wealthquest Corp CIK 0001632968 0.872 177 38.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 38.0 10.1% 2 -0.1 pp +10.1 pp +10.1 pp +10.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 37.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 36.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 36.8 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
Aufman Associates Inc CIK 0001801573 0.746 67 36.7 20.7% 2 -0.6 pp +20.7 pp +20.7 pp +20.7 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 36.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 35.2 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 34.9 4.1% 4 +0.0 pp -0.0 pp -0.3 pp +4.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 34.9 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 34.8 7.9% 2 -0.8 pp +7.9 pp +7.9 pp +7.9 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 34.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 34.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
AMG National Trust Bank CIK 0001388829 0.744 439 34.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 33.8 7.0% 2 -0.0 pp +7.0 pp +7.0 pp +7.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 33.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 33.5 5.9% 2 -0.6 pp +5.9 pp +5.9 pp +5.9 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 33.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WP Advisors, LLC CIK 0001697796 0.593 119 33.4 8.5% 2 -0.5 pp +8.5 pp +8.5 pp +8.5 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 33.1 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
Whelan Financial CIK 0001894921 0.754 101 33.0 10.4% 2 -0.8 pp +10.4 pp +10.4 pp +10.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 32.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Randolph Co Inc CIK 0001475150 0.451 47 32.0 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 31.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 31.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 31.5 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 31.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 30.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 30.8 12.0% 2 +0.2 pp +12.0 pp +12.0 pp +12.0 pp
Brown Financial Advisory CIK 0001843853 0.850 49 30.4 15.9% 2 +0.6 pp +15.9 pp +15.9 pp +15.9 pp
&PARTNERS CIK 0000107136 0.806 2509 30.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 29.9 6.9% 2 -0.0 pp +6.9 pp +6.9 pp +6.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 29.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 29.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 29.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 29.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 29.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 29.0 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 28.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 28.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 28.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF HAWAII CIK 0000315080 0.804 233 27.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 27.8 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 27.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 27.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 27.4 10.4% 2 +0.1 pp +10.4 pp +10.4 pp +10.4 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 27.3 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
SP Asset Management LLC CIK 0001962086 0.687 137 27.2 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.0 0.2% 4 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 26.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 26.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 26.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 26.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 26.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 25.2 10.9% 2 +0.5 pp +10.9 pp +10.9 pp +10.9 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 25.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 24.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 24.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 24.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 24.2 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 24.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 23.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 23.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 23.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 23.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 22.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 22.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 22.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 22.0 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 21.9 10.0% 4 +0.4 pp +0.8 pp -0.1 pp +10.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 21.8 10.4% 2 -0.0 pp +10.4 pp +10.4 pp +10.4 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 21.7 2.1% 2 -0.8 pp +2.1 pp +2.1 pp +2.1 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 21.5 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 21.4 11.5% 2 +0.5 pp +11.5 pp +11.5 pp +11.5 pp
Cadence Bank CIK 0001299939 0.688 332 21.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 21.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 21.0 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 21.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 21.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 20.8 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 20.6 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 20.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 20.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 20.2 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 20.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 20.0 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 19.8 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 19.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 19.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 19.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 19.6 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 19.5 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 19.3 3.8% 2 +0.5 pp +3.8 pp +3.8 pp +3.8 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 19.2 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 19.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 19.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 19.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 19.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 18.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 18.5 3.1% 4 -3.2 pp -3.2 pp -3.6 pp +3.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 18.3 3.3% 2 -1.0 pp +3.3 pp +3.3 pp +3.3 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 18.3 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 18.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 18.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 18.1 7.6% 2 +2.8 pp +7.6 pp +7.6 pp +7.6 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 18.1 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 18.0 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 18.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 17.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 17.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 17.5 10.1% 2 -0.6 pp +10.1 pp +10.1 pp +10.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 17.5 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 17.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 17.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 17.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 17.0 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 16.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 16.7 3.1% 1 +3.1 pp -0.4 pp +3.1 pp +3.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 16.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 16.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 16.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 16.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 16.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trust Co of the South CIK 0002008165 0.815 146 16.1 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 16.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 16.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Allworth Financial LP CIK 0001555170 0.907 5124 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 15.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 15.8 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 15.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 15.5 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 14.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 14.6 5.1% 2 +1.7 pp +5.1 pp +5.1 pp +5.1 pp
McAdam, LLC CIK 0001695490 0.802 516 14.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 14.6 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 14.6 5.6% 4 -0.3 pp -0.4 pp -0.7 pp +5.6 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 14.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 14.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Tribridge Partners Financial LLC CIK 0002083677 0.741 82 14.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
ALLIANZ SE CIK 0001127508 0.910 519 14.4 0.3% 3 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 14.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 14.1 8.7% 2 -0.1 pp +8.7 pp +8.7 pp +8.7 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 14.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 14.0 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 14.0 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 14.0 4.4% 2 +4.3 pp +4.4 pp +4.4 pp +4.4 pp
White Wing Wealth Management CIK 0002001473 0.736 40 13.9 8.6% 2 +0.0 pp +8.6 pp +8.6 pp +8.6 pp
Frisco Financial Planning LLC CIK 0002133972 0.754 29 13.8 11.8% 3 +0.3 pp +0.4 pp +11.8 pp +11.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 13.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 13.7 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 13.6 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 13.4 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
25 LLC CIK 0001968777 0.795 80 13.4 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 13.4 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 13.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 13.3 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
Aries Wealth Management CIK 0001729515 0.425 242 13.3 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 13.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 13.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 13.1 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 13.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 13.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PDS Planning, Inc CIK 0000838618 0.712 609 12.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 12.9 3.4% 2 -2.0 pp +3.4 pp +3.4 pp +3.4 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 12.8 9.6% 2 -0.1 pp +9.6 pp +9.6 pp +9.6 pp
St. Louis Trust Co CIK 0001661144 0.000 125 12.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 12.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 12.5 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 12.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 12.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 12.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 12.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 12.3 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 12.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 12.2 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 12.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 12.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
David Kennon Inc CIK 0001954126 0.575 45 12.2 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
World Investment Advisors CIK 0001652594 0.670 1523 12.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 12.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 12.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 12.0 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 12.0 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 11.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 11.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 11.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 11.8 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 11.7 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 11.6 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 11.6 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 11.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 11.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Capital Planning LLC CIK 0001790688 0.562 88 11.4 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 11.4 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 11.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 11.1 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 11.1 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DORVAL Corp CIK 0001999144 0.667 49 11.0 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 10.9 4.6% 2 -0.5 pp +4.6 pp +4.6 pp +4.6 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 10.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 10.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 10.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 10.8 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
Code Waechter LLC CIK 0002039212 0.356 127 10.8 7.0% 2 +1.2 pp +7.0 pp +7.0 pp +7.0 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 10.8 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 10.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 10.7 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 10.7 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 10.6 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 10.5 6.2% 4 +0.2 pp +0.2 pp -0.3 pp +6.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 10.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 10.4 8.4% 2 +0.2 pp +8.4 pp +8.4 pp +8.4 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 10.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 10.3 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 10.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Horizons Wealth Management CIK 0001943228 0.557 166 10.2 7.0% 2 +0.1 pp +7.0 pp +7.0 pp +7.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 10.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 10.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 10.1 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 10.0 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 10.0 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Kearns & Associates LLC CIK 0001908695 0.847 41 9.9 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 9.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 9.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ellevest, Inc. CIK 0001644128 0.537 469 9.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 9.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 9.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 9.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 9.4 3.8% 4 +0.1 pp +0.3 pp -0.0 pp +3.8 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 9.3 2.3% 4 +0.1 pp +0.1 pp -0.0 pp +2.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 9.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 9.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Systelligence, LLC CIK 0001882691 0.094 62 9.3 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 9.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 9.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 9.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 9.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 9.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Verum Partners LLC CIK 0001958984 0.585 200 9.1 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STEPH & CO CIK 0000941519 0.731 283 9.0 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 9.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 9.0 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 9.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 9.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Haverford Trust Co CIK 0000842941 0.805 424 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 8.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 8.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 8.8 4.4% 3 +0.1 pp +0.1 pp +4.4 pp +4.4 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 8.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 8.7 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Field & Main Bank CIK 0001594492 0.202 271 8.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 8.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 8.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 8.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 8.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.4 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 8.3 3.8% 3 -0.1 pp -0.1 pp +3.8 pp +3.8 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 8.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 8.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 8.2 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 8.2 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 8.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 8.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 8.1 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 8.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 8.1 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 7.9 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 7.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 7.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Latigo Investments, LLC CIK 0001914668 0.838 14 7.8 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
Rinkey Investments CIK 0001730774 0.601 128 7.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 7.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 7.6 4.0% 2 +0.7 pp +4.0 pp +4.0 pp +4.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 7.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Arkos Global Advisors CIK 0001769089 0.805 124 7.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 7.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 7.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 7.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 7.5 3.9% 2 +0.5 pp +3.9 pp +3.9 pp +3.9 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 7.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Midwest Trust Co CIK 0002077080 0.757 606 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 7.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 7.3 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 7.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 7.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Ramiah Investment Group CIK 0001566307 0.000 79 7.2 7.1% 4 +0.1 pp +1.2 pp +0.9 pp +7.1 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 7.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Creekside Partners CIK 0002035951 0.343 193 7.2 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 7.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 7.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 7.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 7.0 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
Rareview Capital LLC CIK 0002044533 0.417 51 7.0 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 6.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 6.9 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 6.8 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 6.6 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 6.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 6.6 1.6% 3 +0.0 pp +0.7 pp +1.6 pp +1.6 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 6.6 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 6.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 6.5 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 6.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 6.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 6.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 6.3 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
First PREMIER Bank CIK 0001653926 0.233 358 6.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 6.3 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
Farrell Financial LLC CIK 0002031235 0.502 83 6.2 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 6.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 6.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 6.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 6.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 6.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 5.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Grove Bank & Trust CIK 0001662212 0.546 886 5.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Certified Advisory Corp CIK 0001731732 0.386 327 5.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 5.9 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 5.8 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 5.8 2.8% 4 +0.0 pp -0.2 pp -0.1 pp +2.8 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 5.8 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 5.8 4.6% 2 +4.1 pp +4.6 pp +4.6 pp +4.6 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 5.8 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 5.7 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.7 1.5% 3 +1.4 pp +1.3 pp +1.5 pp +1.5 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 5.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 5.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 5.7 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 5.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 5.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 5.6 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 5.6 1.9% 3 -0.1 pp +0.0 pp +1.9 pp +1.9 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 5.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 5.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 5.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 5.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 5.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 5.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 5.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 5.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Ariston Services Group CIK 0001743859 0.678 70 5.4 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 5.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 5.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 5.4 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 5.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 5.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
S.A. Mason LLC CIK 0001800911 0.217 282 5.2 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 5.2 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 5.1 2.4% 3 +0.3 pp +0.4 pp +2.4 pp +2.4 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 5.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
One Capital Management, LLC CIK 0001606588 0.779 522 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 5.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
TI-TRUST, INC CIK 0001802284 0.225 132 5.0 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 5.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 5.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 5.0 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 5.0 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 5.0 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 5.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 4.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 4.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 4.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 4.9 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
XML Financial, LLC CIK 0001800465 0.420 447 4.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
American Alpha Advisors, LLC CIK 0002041441 0.151 91 4.9 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 4.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 4.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 4.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 4.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Plancorp, LLC CIK 0001599579 0.797 425 4.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 4.7 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
Keystone Financial Group CIK 0001729299 0.524 567 4.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.7 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED BANK CIK 0001286478 0.652 130 4.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 4.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 4.6 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 4.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 4.6 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
Lynch Asset Management, Inc. CIK 0001906719 0.629 52 4.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 4.6 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Causey Wealth LLC CIK 0002132639 0.489 83 4.5 2.2% 3 -0.2 pp -0.8 pp +2.2 pp +2.2 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 4.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 4.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 4.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Chris Bulman Inc CIK 0002032404 0.343 165 4.5 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 4.4 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 4.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
One Day In July LLC CIK 0001823172 0.854 167 4.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 4.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.4 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 4.4 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 4.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 4.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 4.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mittelman Wealth Management CIK 0002021464 0.533 53 4.3 2.8% 2 -1.7 pp +2.8 pp +2.8 pp +2.8 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 4.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.201 152 4.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 4.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
LongView Wealth Management CIK 0001990190 0.308 227 4.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 4.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.2 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 4.2 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
NWAM LLC CIK 0001655006 0.392 684 4.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 4.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TFB Advisors LLC CIK 0001965201 0.232 190 4.1 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
MAYPORT, LLC CIK 0001922875 0.801 134 4.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.0 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
waypoint wealth counsel CIK 0001807909 0.207 149 4.0 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 4.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 3.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 3.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 3.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 3.8 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 3.7 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 3.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 3.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 3.7 1.6% 2 -3.3 pp +1.6 pp +1.6 pp +1.6 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 3.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 3.6 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.6 1.9% 3 -0.7 pp -0.7 pp +1.9 pp +1.9 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 3.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 3.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 3.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Refined Wealth Management CIK 0001724729 0.544 49 3.6 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
Cordant, Inc. CIK 0001830942 0.705 353 3.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 3.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 3.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 3.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
VestGen Investment Management CIK 0001511739 0.060 218 3.5 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 3.5 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 3.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 3.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 3.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
General Partner, Inc. CIK 0001800508 0.326 167 3.4 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 3.4 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.4 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 3.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Heritage Trust Co CIK 0001706028 0.448 313 3.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 3.4 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
jvl associates llc CIK 0001915765 0.770 79 3.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Optas, LLC CIK 0001802961 0.460 494 3.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 3.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Addison Capital Co CIK 0001581465 0.465 184 3.3 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 3.3 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 3.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 3.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 3.2 3.3% 3 -0.0 pp -0.3 pp +3.3 pp +3.3 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 3.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 3.1 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 3.1 1.0% 4 +0.0 pp -0.0 pp +0.2 pp +1.0 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 3.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 3.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 3.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 3.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 3.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 3.1 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 3.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 3.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 3.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 3.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 3.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 3.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 3.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 3.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 3.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 3.0 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 3.0 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REBALANCE, LLC CIK 0001811052 0.941 103 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 2.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
SOL Capital Management CO CIK 0001339270 0.000 0 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 2.9 1.4% 2 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 2.9 2.7% 3 -0.1 pp -0.0 pp +2.7 pp +2.7 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 2.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Farnam Financial LLC CIK 0002080267 0.372 53 2.9 2.2% 4 +0.3 pp +1.5 pp +1.7 pp +2.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 2.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 2.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 2.8 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 2.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parker Financial LLC CIK 0001965668 0.845 37 2.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 2.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 2.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Envision Financial LLC CIK 0002051355 0.578 48 2.7 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 2.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 2.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 2.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 2.6 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 2.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 2.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 2.6 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Diversified Trust Co CIK 0001479844 0.817 1115 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 2.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 2.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 2.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 2.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 2.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
City State Bank CIK 0001910666 0.322 809 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
CGN Advisors LLC CIK 0001841506 0.595 322 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 2.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 2.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Argent Trust Co CIK 0001625292 0.533 769 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 2.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.3 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CONNING INC. CIK 0000801051 0.496 327 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.3 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Simmons Bank CIK 0001674486 0.467 369 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 2.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 2.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 2.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
First American Bank CIK 0001291422 0.677 205 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 2.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Embree Financial Group CIK 0002020860 0.466 283 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SFM, LLC CIK 0002064225 0.428 69 2.0 1.1% 4 -0.1 pp -0.2 pp -0.7 pp +1.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 1.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Essex Bank CIK 0001752212 0.260 318 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Sierra Capital LLC CIK 0001787274 0.509 228 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
STAR Financial Bank CIK 0001965329 0.528 109 1.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 1.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 1.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Allegheny Financial Group CIK 0001844148 0.552 305 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Ascent Group, LLC CIK 0001913231 0.508 808 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Level Financial Advisors CIK 0001871734 0.644 95 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 1.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Dentgroup LLC CIK 0001867570 0.289 93 1.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 1.8 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
21 West Wealth Management LLC CIK 0002067541 0.319 65 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.8 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 1.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 1.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 1.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 1.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 1.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.6 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 1.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 1.6 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
2UniFi Bank CIK 0002040900 0.000 0 1.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Lee Financial Co CIK 0001391166 0.828 162 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 1.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 1.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
S&T BANK/PA CIK 0001010911 0.357 445 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.5 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.5 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.5 0.6% 2 -0.6 pp +0.6 pp +0.6 pp +0.6 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grange Capital, LLC CIK 0002048387 0.138 54 1.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 1.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 1.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Luminist Capital LLC CIK 0001807270 0.130 418 1.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 1.4 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
King Wealth Management Group CIK 0001568235 0.741 176 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 1.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 1.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 1.3 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 1.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Claris Financial LLC CIK 0002060278 0.227 177 1.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 1.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 1.2 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
National Philanthropic Trust CIK 0001785342 0.575 409 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 1.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Maia Wealth LLC CIK 0002010858 0.212 354 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Coastline Trust Co CIK 0001324279 0.630 406 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BSW Wealth Partners CIK 0001512601 0.641 331 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 1.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Operose Advisors LLC CIK 0001909750 0.647 522 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 1.1 0.8% 3 -0.7 pp -0.6 pp +0.8 pp +0.8 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of Marin CIK 0001801145 0.155 133 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Laurel Wealth Planning LLC CIK 0001842010 0.338 67 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Sachetta, LLC CIK 0002010574 0.327 1025 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Graney & King, LLC CIK 0002051568 0.377 383 1.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Caitlin John, LLC CIK 0002010947 0.012 991 1.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 1.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.0 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Essex LLC CIK 0001889147 0.576 180 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Outbound Financial Inc CIK 2144328 0.605 45 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 1.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
FC Advisory LLC CIK 0001683754 0.633 118 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 0.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
EWA, LLC CIK 0001835252 0.457 332 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PECAUT & CO. CIK 0001597200 0.622 65 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.9 0.7% 3 +0.0 pp -0.2 pp +0.7 pp +0.7 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
V2 Financial group LLC CIK 0002022843 0.490 123 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MA Private Wealth CIK 0001767474 0.750 88 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Family CFO Inc CIK 0001911695 0.752 47 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Farmers National Bank CIK 0001632966 0.440 180 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 0.8 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atwater Malick LLC CIK 0001769288 0.558 124 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.7 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Seek First Inc. CIK 0002060504 0.523 67 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Members Trust Co CIK 0001677560 0.939 170 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Human Investing LLC CIK 0001767513 0.861 105 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEARLE & CO. CIK 0000710127 0.281 194 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Athena Investment Management CIK 0001921093 0.240 132 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.6 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sara-Bay Financial CIK 0001816444 0.680 87 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPWM LLC CIK 0001801101 0.514 98 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Team Hewins, LLC CIK 0001964760 0.899 40 0.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Bank CIK 0001002672 0.895 195 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Unified Investment Management CIK 0002054855 0.105 141 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.371 217 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 2 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFW Advisors LLC CIK 0001989744 0.585 124 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DF DENT & CO INC CIK 0000934999 0.597 271 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.4 0.3% 3 -1.5 pp -1.5 pp +0.3 pp +0.3 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invst, LLC CIK 0001867587 0.314 343 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Values Added Financial LLC CIK 0001973921 0.422 147 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Somerset Group LLC CIK 0001567912 0.423 58 0.4 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clifford Group, LLC CIK 0001965522 0.474 86 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 0.595 56 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flower City Capital CIK 0001808394 0.859 49 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.3 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KWB Wealth CIK 0001822236 0.453 169 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Pacific Financial CIK 0001810089 0.717 510 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sensible Money, LLC CIK 0001965229 0.852 101 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
IFC Advisors LLC CIK 0002053348 0.691 179 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Womack Financial LLC CIK 0002107079 0.419 70 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sentry LLC CIK 0002004474 0.484 132 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wills Financial Group LLC CIK 0002059579 0.384 82 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Trust CIK 0001772483 0.355 210 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.2 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Partnership Wealth Management, LLC CIK 0002010656 0.560 67 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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
AF Advisors, Inc. CIK 0001818044 0.880 30 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matisse Capital CIK 0001668256 0.148 158 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.2 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Osprey Private Wealth LLC CIK 0002041805 0.410 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUSTCO BANK CORP N Y (TRST) CIK 0000357301 0.295 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OLIO Financial Planning CIK 0001906766 0.888 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GS Investments, Inc. CIK 0001714590 0.093 133 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Granite FO LLC CIK 0002034090 0.642 171 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +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% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 2 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zeit Capital LLC CIK 0001808163 0.744 52 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 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
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 -0.1 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
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.6 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -6.6 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
ADE, LLC CIK 0001845950 0.661 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Axos Invest Inc. CIK 0002042928 0.763 20 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 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
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VB). Qtrs Held counts distinct quarters this fund has actually held VB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VB position size. Δ columns are the percentage-point change in VB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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