Signals

VEA

2473 in-universe funds with a nonzero position in VEA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#7
Score / z10.448 / 13.35
Consensus825.26 over 1592 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+4% / 1.4d

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 11,091.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 7,529.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,684.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 3,752.3 0.2% 3 +0.0 pp +0.0 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 3,582.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3,224.2 8.3% 2 +0.1 pp +8.3 pp +8.3 pp +8.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,138.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2,814.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,660.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,420.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2,201.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,747.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,704.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,631.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,601.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,563.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,467.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,425.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1,299.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,221.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,132.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 996.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 980.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FMR LLC CIK 0000315066 0.989 5571 900.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 872.6 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 802.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 802.5 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 774.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 729.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 711.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 672.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 661.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 653.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 639.7 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 585.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 582.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 565.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 529.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 460.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 449.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 435.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 431.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 427.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 379.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 358.1 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 330.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 330.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 329.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 324.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 320.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 286.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 280.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 280.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 272.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 267.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 264.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 263.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 257.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 256.0 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 252.2 44.4% 1 +44.4 pp +44.4 pp +44.4 pp +44.4 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 249.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 239.0 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 229.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 228.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 228.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WIT, LLC CIK 0001840025 0.965 24 226.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 225.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 218.4 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
NEPC LLC CIK 0001424799 0.960 53 214.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 213.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Truepoint, Inc. CIK 0001427748 0.954 160 211.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 205.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Wedmont Private Capital CIK 0001904274 0.771 949 205.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 192.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 191.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 190.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 188.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 185.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 181.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 177.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 175.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 173.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 172.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 170.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 168.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 162.4 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 160.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 157.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Foster Group, Inc. CIK 0001841544 0.874 318 156.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 156.2 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 154.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 152.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 148.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 141.5 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 134.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 129.9 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 128.6 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
EASTERN BANK CIK 0001126395 0.668 1038 126.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 125.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 123.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 122.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 122.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 120.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 120.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 119.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DAVIS R M INC CIK 0000891287 0.824 280 119.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 117.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 117.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 116.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 115.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 113.6 15.5% 3 -0.3 pp +1.1 pp +15.5 pp +15.5 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 113.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 111.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 110.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 107.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 105.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 104.6 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 103.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 100.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PDS Planning, Inc CIK 0000838618 0.712 609 100.3 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 99.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 99.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 98.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 97.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 96.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 95.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 95.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 90.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 89.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 89.3 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 88.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 88.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
REBALANCE, LLC CIK 0001811052 0.941 103 88.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 87.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 87.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 82.5 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 81.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 81.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 78.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 77.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 77.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 76.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 75.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 75.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 75.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 73.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 73.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 73.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 72.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 72.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
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PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 31.5 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 31.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 31.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 30.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 30.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 30.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
MAYPORT, LLC CIK 0001922875 0.801 134 30.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 30.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 30.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 30.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VPR Management LLC CIK 0001894203 0.676 66 30.0 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 29.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 29.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Strid Group, LLC CIK 0001625800 0.894 93 29.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 29.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 29.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Aufman Associates Inc CIK 0001801573 0.746 67 29.4 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 29.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 29.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Fiera Capital Corp CIK 0001505817 0.842 401 29.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 29.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 28.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 28.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 28.7 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 28.7 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 28.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 28.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 28.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 28.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 28.4 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Cordant, Inc. CIK 0001830942 0.705 353 28.4 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 28.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Abound Wealth Management CIK 0001950323 0.745 1359 28.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 28.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 28.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 28.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 28.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 27.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Axos Invest Inc. CIK 0002042928 0.763 20 27.8 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 27.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 27.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 27.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 27.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 27.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 27.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 27.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 27.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 27.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
American Trust CIK 0001905128 0.729 334 27.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 26.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 26.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 26.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
St. Louis Trust Co CIK 0001661144 0.000 125 26.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 26.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 26.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 26.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 26.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 26.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Tenret Co LLC CIK 0001874146 0.725 33 26.3 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 26.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 26.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 26.1 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 25.7 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 25.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 25.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 25.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Invst, LLC CIK 0001867587 0.314 343 25.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 25.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 25.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 24.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 24.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 24.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 24.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 24.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 24.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Operose Advisors LLC CIK 0001909750 0.647 522 24.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 24.1 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
Balentine LLC CIK 0001586678 0.932 243 24.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Heritage Trust Co CIK 0001706028 0.448 313 23.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 23.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 23.7 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 23.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 23.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 23.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 23.4 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
Simmons Bank CIK 0001674486 0.467 369 23.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
World Investment Advisors CIK 0001652594 0.670 1523 23.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 23.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 23.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MYECFO, LLC CIK 0001986457 0.711 73 23.2 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 23.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Level Financial Advisors CIK 0001871734 0.644 95 22.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 22.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 22.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 22.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 22.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 22.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hudock, Inc. CIK 0001543536 0.674 217 22.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 22.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 22.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 22.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 22.1 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 22.0 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 22.0 4.9% 2 +4.8 pp +4.9 pp +4.9 pp +4.9 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 21.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 21.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 21.6 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 21.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 21.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 21.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 21.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 21.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 21.2 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 21.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 21.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 21.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 21.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 21.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
F/m Investments LLC CIK 0001834499 0.385 354 21.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 20.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 20.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 20.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 20.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Advisor OS, LLC CIK 0001767580 0.509 586 20.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 20.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 20.4 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 20.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 20.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Argent Trust Co CIK 0001625292 0.533 769 20.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Plancorp, LLC CIK 0001599579 0.797 425 20.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 20.1 10.8% 2 +0.2 pp +10.8 pp +10.8 pp +10.8 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 20.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 19.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 19.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
American Money Management, LLC CIK 0001600085 0.432 174 19.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 19.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 19.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 19.5 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
Rossmore Private Capital CIK 0001733082 0.520 340 19.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 19.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
REDW Wealth LLC CIK 0001688931 0.503 104 19.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 18.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 18.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 18.7 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 18.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
CW Advisors, LLC CIK 0001904976 0.000 0 18.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 18.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 18.4 10.0% 2 +0.9 pp +10.0 pp +10.0 pp +10.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Applied Capital LLC CIK 0001862965 0.797 53 18.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 18.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 18.1 15.6% 2 +0.7 pp +15.6 pp +15.6 pp +15.6 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 18.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 18.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 17.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 17.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Rareview Capital LLC CIK 0002044533 0.417 51 17.7 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Kearns & Associates LLC CIK 0001908695 0.847 41 17.7 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 17.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 17.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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Rodgers & Associates, LTD CIK 0001846515 0.786 108 17.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Latigo Investments, LLC CIK 0001914668 0.838 14 17.5 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 17.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 17.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
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Portland Global Advisors LLC CIK 0001504941 0.638 154 17.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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HT Partners LLC CIK 0001552999 0.865 53 17.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 17.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
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Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 16.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 16.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 16.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 16.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
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SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 16.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 16.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 16.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 16.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Trust Co of the South CIK 0002008165 0.815 146 16.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Ascent Group, LLC CIK 0001913231 0.508 808 16.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 16.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 16.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 15.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 15.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 15.8 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 15.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 15.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 15.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
BAILARD, INC. CIK 0000750641 0.577 763 15.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 15.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 15.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Rinkey Investments CIK 0001730774 0.601 128 15.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
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Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 15.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ADE, LLC CIK 0001845950 0.661 93 15.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 15.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Chesley Taft & Associates LLC CIK 0001164632 0.609 369 14.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 14.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 14.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 14.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 14.7 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
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Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 14.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
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Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 14.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
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Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 14.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Zhang Financial LLC CIK 0001776290 0.816 392 14.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 14.4 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 14.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
YANKCOM Partnership CIK 0002036975 0.405 308 14.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
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RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 14.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 14.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 14.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
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Gould Capital, LLC CIK 0001908965 0.411 217 13.9 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
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VCI Wealth Management LLC CIK 0002009388 0.229 99 13.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
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RHS Financial, LLC CIK 0001766514 0.159 165 6.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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Northland Capital Management LLC CIK 0001693032 0.536 30 6.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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Strategent Financial, LLC CIK 0002052737 0.741 41 6.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 6.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
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Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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Leo Wealth, LLC CIK 0001912202 0.425 452 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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VERITY Wealth Advisors CIK 0001763138 0.612 81 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 2.6 1.7% 2 -1.0 pp +1.7 pp +1.7 pp +1.7 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Addison Capital Co CIK 0001581465 0.465 184 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Innova Wealth Partners CIK 0001888831 0.101 167 2.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First National Advisers, LLC CIK 0001941030 0.386 251 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
VestGen Investment Management CIK 0001511739 0.060 218 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Orcam Financial Group CIK 0001905367 0.304 105 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LongView Wealth Management CIK 0001990190 0.308 227 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.3 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 2.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bell Bank CIK 0001002672 0.895 195 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glassman Wealth Services CIK 0001642160 0.931 236 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Aureus Asset Management, LLC CIK 0001381296 0.571 239 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family CFO Inc CIK 0001911695 0.752 47 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
IFC Advisors LLC CIK 0002053348 0.691 179 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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BBR PARTNERS, LLC CIK 0001352467 0.882 250 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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ORG Partners LLC CIK 0001979372 0.288 1708 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Aries Wealth Management CIK 0001729515 0.425 242 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Fermata Advisors, LLC CIK 0001859259 0.280 275 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Paragon Capital Management Ltd CIK 0001569765 0.682 223 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MOTCO CIK 0001306333 0.349 840 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 1.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ERn Financial, LLC CIK 0001768302 0.529 161 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Accel Wealth Management CIK 0001838226 0.241 305 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chico Wealth RIA CIK 0001926037 0.794 49 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 1.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sachetta, LLC CIK 0002010574 0.327 1025 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Optimist Retirement Group LLC CIK 0002011850 0.432 118 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Geometric Wealth Advisors CIK 0001900576 0.944 94 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Mainsail Financial Group, LLC CIK 0001961290 0.465 72 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Main Management LLC CIK 0001583092 0.804 95 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Key FInancial Inc CIK 0001801720 0.372 1356 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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WealthShield Partners, LLC CIK 0001729303 0.077 379 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MA Private Wealth CIK 0001767474 0.750 88 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 1.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Arcus Capital Partners, LLC CIK 0001651960 0.155 108 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Plan A Wealth LLC CIK 0002093645 0.506 194 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Gibbs Wealth Management CIK 0002081110 0.167 430 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Dentgroup LLC CIK 0001867570 0.289 93 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knuff & Co LLC CIK 0001768089 0.368 142 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zeit Capital LLC CIK 0001808163 0.744 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -10.3 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -16.1 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -8.7 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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 VEA). Qtrs Held counts distinct quarters this fund has actually held VEA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VEA position size. Δ columns are the percentage-point change in VEA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status