Signals

☆VEU

1317 in-universe funds with a nonzero position in VEU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#36
Score / z4.009 / 5.11
Consensus482.34 over 897 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-59% / 1.2d

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 ▾
☆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 1,513.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,357.2 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 1,089.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 680.0 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 514.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 465.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 447.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 409.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 336.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 324.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 287.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 270.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 267.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 251.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 230.6 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 20 220.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 213.4 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 201.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 195.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 191.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 172.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 172.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 164.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 162.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 155.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Euclidean Capital LLC CIK 0001825034 0.931 11 144.0 47.1% 1 +47.1 pp +47.1 pp +47.1 pp +47.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 143.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 140.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 139.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 138.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 136.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 133.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 129.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 129.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 127.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 112.0 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 111.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 107.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 107.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 92.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 92.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 89.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 80.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 78.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 75.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 73.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 73.1 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 66.2 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 65.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 63.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 63.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 61.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 61.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 60.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 58.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 57.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 55.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 52.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 51.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 51.1 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 50.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Flower City Capital CIK 0001808394 0.859 49 50.4 29.7% 1 +29.7 pp +29.7 pp +29.7 pp +29.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 49.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 49.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 48.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 45.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 45.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 45.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 44.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 44.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 43.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 43.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 43.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 42.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 42.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 42.2 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 41.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 41.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 41.0 9.6% 2 +0.5 pp +9.6 pp +9.6 pp +9.6 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 40.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 40.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 39.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 39.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 38.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 37.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 37.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 36.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 36.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 35.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 34.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 34.3 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 33.9 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 33.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 32.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 32.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 31.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 31.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 30.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 30.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 30.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 29.9 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 29.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 28.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 28.5 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 28.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 27.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 27.8 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 27.4 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 27.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 27.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 25.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 25.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 24.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 24.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 24.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 23.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 23.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 23.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 22.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 22.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 22.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 22.0 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 21.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Optas, LLC CIK 0001802961 0.460 494 21.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 20.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 20.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 20.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 19.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 19.7 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 19.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 19.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 18.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TL Private Wealth CIK 0001802868 0.876 54 18.4 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 18.2 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 18.0 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 17.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 17.5 7.7% 3 +0.4 pp +0.3 pp +7.7 pp +7.7 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 17.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 17.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 17.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 16.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 16.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 16.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 16.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 16.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 16.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 16.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Main Management LLC CIK 0001583092 0.804 95 16.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 15.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 15.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 15.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 14.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 14.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 14.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 14.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Avion Wealth CIK 0001792704 0.773 1750 14.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 13.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avalon Advisory Group CIK 0001802119 0.899 14 13.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 13.4 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 13.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 13.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 13.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 12.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 12.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 12.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 11.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 11.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 11.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 11.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 11.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 11.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 10.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 10.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 10.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 9.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXIS CAPITAL HOLDINGS LTD (AXS, AXS-PE) CIK 0001214816 0.925 3 9.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 9.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 9.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 9.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 9.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 9.2 7.8% 2 -0.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 9.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 9.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 9.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 8.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 8.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 8.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 8.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 8.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 8.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 8.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 7.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 7.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 7.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 7.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Balentine LLC CIK 0001586678 0.932 243 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 7.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 7.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 6.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 6.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 6.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 6.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 6.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 6.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 6.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 6.4 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 6.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 6.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 6.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 5.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 5.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 5.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 5.3 2.5% 2 +0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 5.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 5.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 4.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 4.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 4.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 4.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 4.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 4.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 4.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 4.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 3.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 3.5 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Creekside Partners CIK 0002035951 0.343 193 3.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 3.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 2.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 2.3 2.5% 3 +0.2 pp +0.4 pp +2.5 pp +2.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COWA, LLC CIK 0001844480 0.512 181 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Charis Legacy Partners, LLC CIK 0002056602 0.635 28 2.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆S&CO INC CIK 0001082461 0.523 222 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORDA Investment Management, LLC. CIK 0001545812 0.556 85 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 1.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 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
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.5 0.1% 1 +0.1 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 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 1.5 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1492 Capital Management LLC CIK 0001584087 0.142 133 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Shorepath Capital Management LLC CIK 0002012685 0.398 23 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆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
☆Dentgroup LLC CIK 0001867570 0.289 93 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.8 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sentry LLC CIK 0002004474 0.484 132 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDT Advisors, LLC CIK 0002054458 0.223 73 0.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.4 0.0% 1 +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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manuka Financial, LLC CIK 0002049064 0.636 55 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCP Inc. CIK 0002023709 0.376 78 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARTER RESEARCH & INVESTMENT GROUP, INC. CIK 0001666624 0.334 92 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.1 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 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 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
☆Zeit Capital LLC CIK 0001808163 0.744 52 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 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
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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 0.0% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 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
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 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
☆Avalon Trust Co CIK 0001798150 0.724 462 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
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 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
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 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
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
☆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
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 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
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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
☆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
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 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
☆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
☆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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 -1.0 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 VEU). Qtrs Held counts distinct quarters this fund has actually held VEU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VEU position size. Δ columns are the percentage-point change in VEU'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