Signals

VCSH

1410 in-universe funds with a nonzero position in VCSH within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#33
Score / z4.132 / 6.19
Consensus481.71 over 918 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 5,531.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,531.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 993.2 7.3% 2 +1.2 pp +7.3 pp +7.3 pp +7.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 538.0 0.2% 2 -0.0 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 506.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 498.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 429.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 423.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARINGS LLC CIK 0000009015 0.845 191 408.3 7.8% 2 -1.7 pp +7.8 pp +7.8 pp +7.8 pp
NEPC LLC CIK 0001424799 0.960 53 400.5 10.5% 2 +0.3 pp +10.5 pp +10.5 pp +10.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 397.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 291.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 267.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 264.8 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 247.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 236.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 222.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 202.7 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 196.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 186.8 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 151.0 0.1% 2 +0.0 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 132.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 127.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 124.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 116.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 111.1 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 94.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RW Investment Management LLC CIK 0001631627 0.928 115 94.2 9.7% 2 -0.0 pp +9.7 pp +9.7 pp +9.7 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 90.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 89.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 88.3 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 87.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 84.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 84.5 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 79.8 6.5% 2 +0.4 pp +6.5 pp +6.5 pp +6.5 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 79.0 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 77.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 76.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 76.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 74.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 72.8 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
Busey Bank CIK 0001427202 0.741 388 72.4 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 71.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 71.7 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 69.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 68.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 67.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 65.8 3.8% 2 +0.7 pp +3.8 pp +3.8 pp +3.8 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 65.3 6.7% 2 -0.3 pp +6.7 pp +6.7 pp +6.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 65.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 64.9 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 64.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 63.8 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 62.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 62.7 25.4% 2 -2.1 pp +25.4 pp +25.4 pp +25.4 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 61.5 8.3% 2 -0.3 pp +8.3 pp +8.3 pp +8.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 61.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 59.6 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 58.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 57.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 55.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 54.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 53.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 53.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 52.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liquid Strategies, LLC CIK 0001774727 0.892 7 51.9 10.7% 2 -0.1 pp +10.7 pp +10.7 pp +10.7 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 51.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 51.7 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 51.6 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 49.6 9.4% 2 -0.5 pp +9.4 pp +9.4 pp +9.4 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 48.7 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 48.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 48.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 48.2 2.9% 2 -6.8 pp +2.9 pp +2.9 pp +2.9 pp
Eaton-Cambridge Inc. CIK 0002011052 0.862 70 45.8 15.9% 2 -0.4 pp +15.9 pp +15.9 pp +15.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 45.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 44.3 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 44.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 44.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 42.8 23.0% 2 -1.0 pp +23.0 pp +23.0 pp +23.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 41.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 41.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 39.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 38.9 9.0% 2 -0.1 pp +9.0 pp +9.0 pp +9.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 38.3 20.6% 3 -1.3 pp -5.4 pp +20.6 pp +20.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 38.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 38.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 35.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 35.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 35.2 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 35.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 34.4 7.2% 2 -0.1 pp +7.2 pp +7.2 pp +7.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 34.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
American Money Management, LLC CIK 0001600085 0.433 174 33.7 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 33.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 33.1 13.1% 2 -0.4 pp +13.1 pp +13.1 pp +13.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 32.8 10.7% 2 +0.9 pp +10.7 pp +10.7 pp +10.7 pp
Allworth Financial LP CIK 0001555170 0.907 5124 32.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 32.1 8.6% 3 -0.6 pp -0.6 pp +8.6 pp +8.6 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 31.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 31.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 31.3 12.5% 2 -0.2 pp +12.5 pp +12.5 pp +12.5 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 31.2 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 30.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 29.7 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 29.6 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Apella Capital, LLC CIK 0001801507 0.827 695 29.4 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 29.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 29.4 6.8% 2 +0.7 pp +6.8 pp +6.8 pp +6.8 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 29.0 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
Goodman Financial Corp CIK 0001382303 0.242 73 28.9 5.6% 2 +0.3 pp +5.6 pp +5.6 pp +5.6 pp
Montis Financial, LLC CIK 0001844314 0.565 152 28.7 6.6% 2 -0.7 pp +6.6 pp +6.6 pp +6.6 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 28.2 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 28.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Zhang Financial LLC CIK 0001776290 0.816 392 28.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
&PARTNERS CIK 0000107136 0.806 2509 27.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 27.3 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 27.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 27.2 8.4% 2 +0.0 pp +8.4 pp +8.4 pp +8.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 27.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 25.8 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 24.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 24.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 24.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 24.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 23.5 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 23.3 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
Essex LLC CIK 0001889147 0.576 180 22.9 4.1% 2 -3.0 pp +4.1 pp +4.1 pp +4.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 22.8 13.4% 4 -0.4 pp -1.5 pp -0.7 pp +13.4 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 22.6 23.0% 2 +1.3 pp +23.0 pp +23.0 pp +23.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 22.5 8.1% 2 -0.8 pp +8.1 pp +8.1 pp +8.1 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 22.4 12.9% 3 -3.0 pp -5.5 pp +12.9 pp +12.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 21.8 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 21.7 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 21.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 21.3 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 21.3 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 21.2 11.0% 2 +3.7 pp +11.0 pp +11.0 pp +11.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 20.8 7.0% 2 -0.3 pp +7.0 pp +7.0 pp +7.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 20.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 20.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
KWMG, LLC CIK 0001633024 0.515 153 20.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 20.0 1.3% 2 -0.9 pp +1.3 pp +1.3 pp +1.3 pp
Unison Advisors LLC CIK 0001695818 0.855 173 19.9 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 19.8 10.4% 2 -0.7 pp +10.4 pp +10.4 pp +10.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 19.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Matrix Trust Co CIK 0001784277 0.681 101 19.6 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
Robinson Value Management, Ltd. CIK 0001694283 0.090 75 19.3 11.2% 2 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 19.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 18.9 4.9% 2 +1.0 pp +4.9 pp +4.9 pp +4.9 pp
Firestone Capital Management CIK 0001799964 0.602 168 18.9 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 18.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 18.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Marion Wealth Management CIK 0001911097 0.503 156 18.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 17.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 17.7 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 17.5 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 17.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 17.3 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 17.1 8.1% 2 +0.2 pp +8.1 pp +8.1 pp +8.1 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 17.1 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
Whelan Financial CIK 0001894921 0.754 101 17.1 5.4% 2 -0.6 pp +5.4 pp +5.4 pp +5.4 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 16.8 5.0% 3 +0.0 pp -0.2 pp +5.0 pp +5.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 16.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 16.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
TL Private Wealth CIK 0001802868 0.876 54 16.6 6.7% 2 +0.7 pp +6.7 pp +6.7 pp +6.7 pp
Mason & Associates Inc CIK 0001917686 0.488 161 16.6 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 16.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 16.2 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 16.1 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 15.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 15.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asio Capital, LLC CIK 0001803291 0.492 109 14.8 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 14.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 14.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 14.7 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Cordant, Inc. CIK 0001830942 0.705 353 14.6 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
International City Management Association Retirement Corp CIK 0001691813 0.892 6 14.5 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 14.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 14.4 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 14.3 5.4% 2 +0.7 pp +5.4 pp +5.4 pp +5.4 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 14.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 14.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 14.0 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 14.0 4.1% 2 +3.1 pp +4.1 pp +4.1 pp +4.1 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 14.0 6.6% 2 +0.3 pp +6.6 pp +6.6 pp +6.6 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 13.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 13.9 3.9% 2 +1.7 pp +3.9 pp +3.9 pp +3.9 pp
UG Investment Advisers Ltd. CIK 0001697814 0.000 10 13.7 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 13.6 9.0% 3 +1.3 pp +1.1 pp +9.0 pp +9.0 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 13.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Level Financial Advisors CIK 0001871734 0.644 95 13.5 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 13.5 8.9% 2 -0.0 pp +8.9 pp +8.9 pp +8.9 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 13.4 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 13.3 5.1% 2 +1.0 pp +5.1 pp +5.1 pp +5.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 13.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 13.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 12.8 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 12.8 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 12.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 12.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Grove Bank & Trust CIK 0001662212 0.546 886 12.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 12.2 7.8% 2 +1.2 pp +7.8 pp +7.8 pp +7.8 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 12.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.2 0.1% 4 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 12.1 3.6% 2 -0.8 pp +3.6 pp +3.6 pp +3.6 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 12.1 3.4% 2 +1.7 pp +3.4 pp +3.4 pp +3.4 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 11.8 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 11.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 11.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 11.2 7.5% 2 -0.5 pp +7.5 pp +7.5 pp +7.5 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 11.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 11.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 11.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Providence First Trust Co CIK 0001713735 0.116 196 11.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 11.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 10.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 10.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Roundview Capital LLC CIK 0001476804 0.530 349 10.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 10.9 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
Platt Investment Counsel, LLC CIK 0001859195 0.852 14 10.9 8.6% 2 -6.6 pp +8.6 pp +8.6 pp +8.6 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 10.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 10.6 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 10.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 10.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 10.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 10.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 10.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 10.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
BCS Wealth Management CIK 0001798172 0.420 270 10.1 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 10.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 9.7 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 9.6 8.7% 2 -0.1 pp +8.7 pp +8.7 pp +8.7 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 9.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 9.5 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 9.4 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 9.4 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 9.3 5.8% 2 -9.3 pp +5.8 pp +5.8 pp +5.8 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 9.2 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 9.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 9.1 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.1 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.9 5.0% 2 -0.7 pp +5.0 pp +5.0 pp +5.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 8.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 8.9 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 8.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.8 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 8.8 6.4% 3 -0.6 pp -0.7 pp +6.4 pp +6.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.7 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.6 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 8.5 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 8.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 8.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 8.3 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 8.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 8.2 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 8.2 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 8.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 8.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arkos Global Advisors CIK 0001769089 0.805 124 7.9 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 7.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Certified Advisory Corp CIK 0001731732 0.386 327 7.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 7.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
McMill Wealth Management CIK 0002056447 0.763 60 7.6 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 7.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florin Court Capital LLP CIK 0001696263 0.043 27 7.5 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 7.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 7.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 7.4 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 7.3 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 7.3 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 7.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
Cliffwater LLC CIK 0001659851 0.854 22 7.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 7.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 7.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 7.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 7.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 7.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 7.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 7.0 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 6.9 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtus Family Office LLC CIK 0001913482 0.217 62 6.7 6.3% 2 +1.1 pp +6.3 pp +6.3 pp +6.3 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 6.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Glenview Trust Co CIK 0001691827 0.856 500 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 6.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 6.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DDD Partners, LLC CIK 0001729673 0.504 164 6.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 6.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 6.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 6.3 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Addison Capital Co CIK 0001581465 0.465 184 6.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 6.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 6.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 6.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 6.2 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 6.2 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 6.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 5.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 5.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traub Capital Management LLC CIK 0002079207 0.178 132 5.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 5.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 5.6 2.8% 2 +0.7 pp +2.8 pp +2.8 pp +2.8 pp
FCA CORP /TX CIK 0001166402 0.236 203 5.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 5.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 5.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
HORAN Wealth, LLC CIK 0002072569 0.371 217 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 5.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 5.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 5.3 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 5.2 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 5.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Factorial Partners, LLC CIK 0001732687 0.000 1 5.1 3.5% 2 +3.3 pp +3.5 pp +3.5 pp +3.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 5.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 5.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 5.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 5.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 4.9 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 4.8 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
Patten Group, Inc. CIK 0001633207 0.286 325 4.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 4.7 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 4.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.6 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 4.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 4.4 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Thomasville National Bank CIK 0001561790 0.600 241 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 4.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 4.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 4.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 4.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 4.2 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 4.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 4.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 4.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 4.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 4.0 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 4.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 3.9 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 3.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 3.8 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 3.8 2.6% 2 +1.4 pp +2.6 pp +2.6 pp +2.6 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 3.7 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 3.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 3.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Farrell Financial LLC CIK 0002031235 0.502 83 3.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.7 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 3.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 3.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Eukles Asset Management CIK 0001632553 0.343 228 3.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 3.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 3.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 3.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 3.5 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 3.4 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 3.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 3.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
VICUS CAPITAL CIK 0001544806 0.660 268 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 3.2 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 3.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.1 2.0% 3 -0.4 pp -2.0 pp +2.0 pp +2.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 3.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 3.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 3.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 3.1 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 3.0 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Axos Invest Inc. CIK 0002042928 0.763 20 3.0 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 3.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 3.0 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 3.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 3.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 3.0 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 3.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.9 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 2.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.8 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rathbones Group PLC CIK 0001351991 0.902 665 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 2.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.7 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
Foster Group, Inc. CIK 0001841544 0.874 318 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.7 1.0% 4 +0.4 pp +0.3 pp +0.3 pp +1.0 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 2.7 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 2.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 2.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
McDonough Capital Management, Inc CIK 0001912128 0.662 52 2.6 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 2.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 2.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 2.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 2.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 2.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 2.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 2.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Insight Inv LLC CIK 0001909322 0.208 109 2.4 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 2.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
North Forty Two & Co. CIK 0002055134 0.221 104 2.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 2.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 2.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 2.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Cadence Bank CIK 0001299939 0.688 332 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 2.2 1.5% 2 -5.6 pp +1.5 pp +1.5 pp +1.5 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.2 1.5% 2 -2.4 pp +1.5 pp +1.5 pp +1.5 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 2.2 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 2.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ETF Store, Inc. CIK 0001911470 0.237 114 2.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 2.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 2.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.0 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
CGN Advisors LLC CIK 0001841506 0.595 322 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 1.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Aries Wealth Management CIK 0001729515 0.425 242 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 1.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 1.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 1.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.6 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AXS Investments LLC CIK 0001801467 0.203 193 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.5 0.1% 2 -3.1 pp +0.1 pp +0.1 pp +0.1 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 1.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
First County Bank /CT/ CIK 0001983616 0.228 169 1.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Friedenthal Financial CIK 0001598611 0.053 253 1.5 0.8% 2 -2.3 pp +0.8 pp +0.8 pp +0.8 pp
Ramiah Investment Group CIK 0001566307 0.000 79 1.5 1.4% 4 +0.0 pp +0.0 pp +0.2 pp +1.4 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.4 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MFA Wealth Services CIK 0001989379 0.288 134 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 1.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Exchange Bank CIK 0002001155 0.178 130 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Cambridge Financial Group, LLC CIK 0002085256 0.513 155 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BFSG, LLC CIK 0001706836 0.376 765 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Creekside Partners CIK 0002035951 0.343 193 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
WULFF, HANSEN & CO. CIK 0000108634 0.091 109 1.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 1.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Summit Global Investments CIK 0001697953 0.729 523 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 2 +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% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HT Partners LLC CIK 0001552999 0.865 53 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.9 0.0% 2 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.9 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 0.9 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.8 0.5% 2 -0.0 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Essex Bank CIK 0001752212 0.260 318 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.8 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
V2 Financial group LLC CIK 0002022843 0.490 123 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summa Corp. CIK 0001954929 0.569 83 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.8 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% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.7 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANB BANK CIK 0002067126 0.446 127 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Trust Co CIK 0001706028 0.449 313 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.6 0.0% 2 -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% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ArchPoint Investors CIK 0001483472 0.607 80 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.6 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.6 0.2% 2 -1.9 pp +0.2 pp +0.2 pp +0.2 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 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% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.4 0.1% 2 +0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CV Advisors LLC CIK 0001872254 0.581 133 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Main Management LLC CIK 0001583092 0.804 95 0.4 0.0% 2 -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% 2 -0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ADE, LLC CIK 0001845950 0.661 93 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.3 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cunning Capital Partners, LP CIK 0001571075 0.389 55 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Accel Wealth Management CIK 0001838226 0.242 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 0.3 0.0% 2 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2C Wealth Management, LLC CIK 0001868903 0.341 95 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bellecapital International Ltd. CIK 0001600152 0.411 123 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.3 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tenon Financial LLC CIK 0002020781 0.850 61 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Premier Financial Group CIK 0001989061 0.418 234 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kintayl Capital LP CIK 0002032385 0.020 57 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
United Community Bank CIK 0002000314 0.267 534 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Harrington Investments, INC CIK 0001386364 0.287 82 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 2 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schaeffer Financial LLC CIK 0001898838 0.812 27 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.2 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blossom Wealth Management CIK 0001839735 0.252 72 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westchester Capital Management, Inc. CIK 0001390063 0.626 46 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 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% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.1 0.0% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -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% 2 -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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 2 +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% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -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% 3 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.609 339 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strid Group, LLC CIK 0001625800 0.894 93 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Climber Capital SA CIK 0002011229 0.280 64 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -11.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Bowie Capital Management, LLC CIK 0001691982 0.715 30 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -1.9 pp -2.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status