Signals

← Signals

☆VCSH

1308 in-universe funds with a nonzero position in VCSH within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#279
Score / z0.789 / 0.99
Consensus412.22 over 799 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 5,090.2 0.4% 2 -0.0 pp +0.4 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 1,372.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 1,007.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 614.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 464.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 447.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 419.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 406.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆NEPC LLC CIK 0001424799 0.960 53 401.4 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 350.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 338.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 319.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 270.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 262.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 250.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 236.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 227.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 225.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 207.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 188.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 179.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 176.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 164.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Trans-Canada Capital Inc. CIK 0001896476 0.858 21 142.5 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 127.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 122.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 114.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 111.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 109.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 98.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 92.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 92.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 87.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 85.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 82.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 79.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 79.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 78.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 77.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 75.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 75.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 75.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 74.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 70.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 68.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 68.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 68.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 67.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 66.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Busey Bank CIK 0001427202 0.741 388 66.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 65.7 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 64.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 63.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 62.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 61.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 60.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 60.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 59.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 58.4 27.5% 1 +27.5 pp +27.5 pp +27.5 pp +27.5 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 57.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 57.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 57.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 56.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 54.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 50.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 49.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 49.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Liquid Strategies, LLC CIK 0001774727 0.892 7 49.3 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 49.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 49.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 48.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 48.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 46.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 44.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 43.2 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 42.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 41.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 40.9 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 40.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 38.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Essex LLC CIK 0001889147 0.576 180 36.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 36.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 35.3 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 35.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 35.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 34.5 21.9% 2 -4.1 pp +21.9 pp +21.9 pp +21.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 34.3 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 34.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 34.0 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 33.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 33.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 32.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 32.6 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 32.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 32.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 32.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 31.5 9.3% 2 +0.1 pp +9.3 pp +9.3 pp +9.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 31.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 30.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 30.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 30.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 30.4 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 30.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 29.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 29.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 29.2 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 29.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 29.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 28.3 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 27.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 27.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 27.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 26.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 26.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 26.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 26.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 26.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 25.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 25.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 25.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 25.4 15.9% 2 -2.5 pp +15.9 pp +15.9 pp +15.9 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 25.3 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 24.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 23.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 23.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 23.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 23.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 22.6 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 22.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 22.1 13.9% 3 -1.0 pp -0.3 pp +13.9 pp +13.9 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 22.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 21.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 20.9 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 20.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 20.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 20.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 20.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 20.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 20.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 19.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 19.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 19.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 19.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 19.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 18.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 18.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 17.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 17.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 17.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 17.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 17.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 17.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 17.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 16.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 16.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Whelan Financial CIK 0001894921 0.754 101 16.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 16.4 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 16.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 16.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 16.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 16.0 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 15.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 15.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 15.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 15.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 14.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 14.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 14.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 14.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆TL Private Wealth CIK 0001802868 0.876 54 14.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 14.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 14.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 14.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 13.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 13.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 13.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 13.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 13.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 13.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 13.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 12.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 12.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 12.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UG Investment Advisers Ltd. CIK 0001697814 0.000 10 12.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 12.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 12.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 12.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 12.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 12.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 12.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 11.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 11.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 11.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 11.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 11.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 10.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 10.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 10.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 10.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 10.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 10.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 10.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 10.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 10.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 10.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 10.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 10.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 10.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 10.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 10.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 10.1 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 10.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 10.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 9.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 9.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 9.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 9.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 9.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 9.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 9.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 9.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 9.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 8.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 8.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 8.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 8.7 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 8.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 8.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 8.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 8.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 8.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 8.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 7.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 7.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 7.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 7.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 7.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 7.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 7.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 7.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 6.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 6.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 6.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 6.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 6.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 6.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Climber Capital SA CIK 0002011229 0.279 64 6.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 5.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 5.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 5.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Addison Capital Co CIK 0001581465 0.464 184 5.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 5.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 5.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 5.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 5.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 5.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 5.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Massachusetts Wealth Management CIK 0001966011 0.252 98 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 4.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 4.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.5 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 4.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 4.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 4.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 3.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 3.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 3.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 3.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.4 2.5% 2 -1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 3.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 3.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Axos Invest Inc. CIK 0002042928 0.762 20 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 3.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 3.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 3.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 2.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 2.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 2.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Martin Capital Advisors, LLP CIK 0001904126 0.430 77 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 2.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.9 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bowie Capital Management, LLC CIK 0001691982 0.715 30 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 1.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 1.3 1.4% 3 -0.0 pp +0.2 pp +1.4 pp +1.4 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Exchange Bank CIK 0002001155 0.178 130 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WULFF, HANSEN & CO. CIK 0000108634 0.091 109 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 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 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.609 101 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HT Partners LLC CIK 0001552999 0.865 53 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Loudon Investment Management, LLC CIK 0001597089 0.271 95 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆City State Bank CIK 0001910666 0.322 809 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gridiron Partners, LLC CIK 0001910867 0.663 51 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Bank CIK 0001752212 0.260 318 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANB BANK CIK 0002067126 0.446 127 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McDonough Capital Management, Inc CIK 0001912128 0.662 52 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CV Advisors LLC CIK 0001872254 0.581 133 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1492 Capital Management LLC CIK 0001584087 0.142 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cunning Capital Partners, LP CIK 0001571075 0.389 55 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factorial Partners, LLC CIK 0001732687 0.000 1 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harrington Investments, INC CIK 0001386364 0.286 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.251 72 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westchester Capital Management, Inc. CIK 0001390063 0.626 46 0.1 0.0% 1 +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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VCSH). Qtrs Held counts distinct quarters this fund has actually held VCSH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCSH position size. Δ columns are the percentage-point change in VCSH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status