Signals

VONG

1083 in-universe funds with a nonzero position in VONG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#48
Score / z3.938 / 4.73
Consensus357.55 over 666 funds
Momentum-0.15 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-3%
Short interest-14% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 9,651.0 0.6% 6 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,808.5 0.6% 5 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,178.3 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,292.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,220.5 1.1% 5 +0.0 pp -0.2 pp -0.4 pp +1.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 724.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 691.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 574.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 543.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 457.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 449.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 438.0 2.2% 6 +0.0 pp -0.2 pp -0.1 pp -0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 406.4 0.1% 6 +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 262.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 261.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 257.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 246.9 8.1% 5 -0.2 pp -0.3 pp -0.7 pp -1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 238.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 235.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JABODON PT CO CIK 0001594167 0.960 8 218.4 21.4% 2 +0.6 pp +21.4 pp +21.4 pp +21.4 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 214.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 193.6 1.2% 5 -1.0 pp -1.2 pp -1.4 pp -1.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 186.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 177.2 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 161.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 160.5 0.6% 5 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 158.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 156.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 152.2 0.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 144.8 1.8% 5 +0.3 pp -0.1 pp -0.1 pp -0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 143.1 8.8% 5 +0.3 pp -0.5 pp -2.0 pp -2.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 140.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 137.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 122.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 107.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 102.0 5.2% 5 -0.3 pp +0.3 pp +0.3 pp -1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 97.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 87.9 7.9% 5 +0.4 pp +0.3 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 87.4 0.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
LPWM LLC CIK 0001801101 0.514 98 87.2 19.4% 5 +1.1 pp -0.9 pp -1.4 pp -0.7 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 83.7 14.3% 5 +0.5 pp -0.2 pp -0.6 pp -0.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 81.6 0.8% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
93 Financial Group, LLC CIK 0002112320 0.906 9 76.9 30.3% 2 +1.0 pp +30.3 pp +30.3 pp +30.3 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 70.9 13.4% 4 +2.6 pp +6.4 pp +12.9 pp +13.4 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 70.7 2.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 68.3 2.4% 5 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 67.9 21.1% 5 -1.9 pp -3.7 pp -8.2 pp -8.2 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 67.2 5.7% 5 +0.2 pp -0.3 pp -0.5 pp -0.7 pp
Wealthquest Corp CIK 0001632968 0.872 177 67.1 4.2% 4 -1.1 pp -1.1 pp -1.8 pp +4.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 67.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 66.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 64.8 3.7% 5 -0.0 pp +0.0 pp +0.2 pp +0.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 63.9 0.7% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 59.1 13.5% 5 +3.0 pp +2.4 pp +1.6 pp +1.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 55.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 53.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 53.4 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 50.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 50.3 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 48.8 2.9% 5 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 48.4 3.3% 5 +0.3 pp +0.2 pp +0.0 pp -0.9 pp
One Capital Management, LLC CIK 0001606588 0.779 522 45.7 1.3% 5 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 45.0 2.5% 5 +0.2 pp +0.0 pp +0.9 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 44.5 0.4% 5 +0.0 pp -0.4 pp -0.6 pp -0.5 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 43.5 5.9% 5 +0.4 pp +1.8 pp +1.6 pp +1.6 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 43.2 1.2% 3 +0.3 pp +0.2 pp +1.2 pp +1.2 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 42.3 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 41.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 39.7 2.8% 3 +0.6 pp +2.0 pp +2.8 pp +2.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 39.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 39.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 39.3 12.6% 5 +1.2 pp +0.2 pp -0.4 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 39.1 1.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 38.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 38.7 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 38.3 8.4% 5 +1.3 pp +0.7 pp +0.5 pp +0.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 36.9 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 36.8 3.2% 5 -0.2 pp -1.9 pp -2.5 pp -2.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 35.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 33.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 33.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 32.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 30.4 0.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 29.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 29.7 4.5% 5 +0.5 pp +4.2 pp +1.1 pp +1.3 pp
&PARTNERS CIK 0000107136 0.806 2509 28.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 28.2 0.4% 1 +0.4 pp +0.0 pp +0.1 pp +0.4 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 28.0 8.0% 4 -0.6 pp -0.6 pp -0.6 pp +8.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 27.2 2.0% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 27.1 4.6% 5 +0.2 pp -0.1 pp -0.2 pp -0.4 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 26.4 4.4% 5 +0.1 pp -0.1 pp -0.3 pp +0.5 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 26.3 4.7% 5 +0.3 pp -0.1 pp -0.3 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 25.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 24.5 9.9% 6 +0.3 pp -1.0 pp -1.4 pp -1.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 23.4 1.0% 5 +0.1 pp +0.3 pp +0.2 pp -0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 22.5 13.5% 2 -0.8 pp +13.5 pp +13.5 pp +13.5 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 22.3 0.4% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 22.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 21.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 21.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 20.9 0.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 20.8 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 20.1 1.1% 5 +0.0 pp +0.3 pp +0.2 pp +0.2 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 19.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 19.1 6.8% 5 +0.3 pp -2.3 pp -2.4 pp -2.6 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 18.8 0.9% 5 -0.9 pp -1.3 pp -1.4 pp -1.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.7 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 18.4 4.1% 5 +0.1 pp -0.2 pp -0.3 pp -1.4 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 18.3 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 17.5 3.4% 5 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 17.4 0.4% 4 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 16.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 16.6 3.7% 5 -0.3 pp -0.5 pp -0.4 pp -0.5 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 16.5 1.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 16.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 16.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 16.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
71 West Capital Partners CIK 0002111530 0.838 382 15.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 15.6 1.2% 5 +0.1 pp -0.2 pp -0.1 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.3 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 15.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 14.6 5.5% 5 -1.3 pp -1.4 pp -1.8 pp -1.3 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 14.4 2.2% 5 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 14.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 14.1 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 14.0 0.9% 4 +0.2 pp +0.3 pp +0.8 pp +0.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 13.4 7.7% 2 +0.4 pp +7.7 pp +7.7 pp +7.7 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 13.3 3.0% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 12.9 1.5% 5 +0.1 pp -0.2 pp -0.3 pp -0.5 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.1 0.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 11.6 1.0% 5 -0.1 pp +0.0 pp +0.2 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 11.0 0.9% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 10.9 0.4% 4 -0.0 pp +0.0 pp +0.3 pp +0.4 pp
Gross & Hartman Investments LLC CIK 0001966094 0.730 80 10.9 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 10.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 10.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 10.2 5.3% 5 +0.7 pp -0.4 pp -0.4 pp -1.4 pp
Investors Research Corp CIK 0001730630 0.347 805 10.1 1.8% 5 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 9.9 1.3% 1 +1.3 pp +1.3 pp +0.3 pp +0.9 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 9.9 3.8% 5 -0.1 pp -0.5 pp -0.6 pp -0.4 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 9.7 4.4% 5 +0.1 pp -0.5 pp -0.5 pp -0.4 pp
Safe Harbor Family Capital, LLC CIK 0002065810 0.709 57 9.6 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 9.5 3.8% 5 +0.1 pp +0.5 pp +0.3 pp +0.6 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 9.3 2.3% 5 +0.9 pp +0.7 pp +0.9 pp +1.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 9.1 1.2% 5 -1.1 pp -1.5 pp -1.5 pp -1.4 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 8.5 3.9% 5 -1.0 pp -2.0 pp -1.9 pp -1.7 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 8.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 8.1 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.9 5.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 7.7 2.8% 4 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SWAN Capital LLC CIK 0001952722 0.651 580 7.5 2.6% 5 -0.2 pp -1.0 pp -1.4 pp -3.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 7.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 7.4 1.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 7.3 1.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 7.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 7.2 2.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 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 7.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.1 0.2% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 7.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 7.0 2.8% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 6.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 6.9 3.3% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 6.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 6.3 2.7% 5 +0.1 pp -0.5 pp -0.7 pp -0.7 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 6.1 3.9% 4 +0.5 pp -0.3 pp -0.7 pp +3.9 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 6.1 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 6.0 0.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.3 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 5.9 0.7% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 5.8 2.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 5.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealth Advisory Team LLC CIK 0002039196 0.609 39 5.6 4.6% 1 +4.6 pp -0.1 pp +4.6 pp +4.6 pp
Providence First Trust Co CIK 0001713735 0.116 196 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 5.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 5.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 5.5 0.2% 5 -0.4 pp -0.7 pp -0.7 pp -1.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 5.4 1.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auour Investments LLC CIK 0001789310 0.580 95 5.3 1.5% 5 +0.1 pp -0.0 pp -0.2 pp -0.2 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 5.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 5.1 1.6% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 5.0 1.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 4.9 0.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 4.9 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 4.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 4.8 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Fairman Group, LLC CIK 0002016719 0.432 332 4.8 3.8% 5 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 4.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.8 0.3% 7 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Indivisible Partners CIK 0002098400 0.368 637 4.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 4.5 2.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.634 87 4.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 4.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 4.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 4.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 4.3 3.5% 4 +0.7 pp +0.5 pp +0.8 pp +3.5 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 4.3 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 4.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 4.1 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
REDW Wealth LLC CIK 0001688931 0.503 104 4.1 1.5% 5 +0.3 pp +0.6 pp +0.8 pp +1.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.9 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 3.9 0.9% 5 +0.7 pp -0.1 pp +0.1 pp +0.7 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 3.7 0.5% 7 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.6 0.2% 5 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.6 0.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 3.5 1.1% 6 -0.1 pp -0.0 pp +0.3 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Operose Advisors LLC CIK 0001909750 0.647 522 3.3 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.3 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.3 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sunpointe, LLC CIK 0002012181 0.156 281 3.3 0.9% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 3.2 1.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 3.2 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 3.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 3.0 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPH & CO CIK 0000941519 0.731 283 2.8 0.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 2.8 2.1% 6 -0.2 pp -1.1 pp -1.3 pp -1.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.8 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.7 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Embree Financial Group CIK 0002020860 0.466 283 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 2.7 1.5% 5 +0.1 pp -0.0 pp -0.0 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 2.7 1.4% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 2.7 1.7% 5 +0.1 pp -0.3 pp -0.4 pp -0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.4 0.9% 4 +0.2 pp +0.2 pp -3.5 pp +0.9 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.4 1.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
CVFG LLC CIK 0002050974 0.313 250 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 2.3 0.6% 3 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 2.2 1.8% 4 +0.1 pp -0.2 pp -0.3 pp +1.8 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 2.0 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 2.0 0.2% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.0 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 2.0 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 2.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 2.0 2.5% 5 +0.4 pp +1.0 pp +1.5 pp +1.6 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 2.0 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 1.9 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 1.8 1.1% 4 +0.1 pp +0.6 pp -0.1 pp +1.1 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 1.8 0.4% 5 +0.0 pp -0.0 pp -0.7 pp -0.7 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 1.8 2.9% 5 -0.1 pp -0.3 pp -0.1 pp -1.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 1.8 0.9% 7 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 1.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.7 0.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.7 0.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.7 1.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.7 0.0% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 1.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Alternatives, Inc CIK 0001967227 0.645 84 1.6 0.8% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.5 0.3% 3 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
Balentine LLC CIK 0001586678 0.932 243 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.4 0.3% 5 +0.0 pp -0.4 pp -0.4 pp -3.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.4 0.2% 6 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.3 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.3 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.2 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.2 0.8% 6 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 1.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.1 0.6% 6 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.433 174 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forum Finance Group S.A. CIK 0002133354 0.102 344 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 1.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.0 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.0 0.5% 6 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp -0.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Calydon Capital CIK 0001759271 0.373 277 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 1.0 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.9 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Berman McAleer LLC CIK 0002094332 0.753 175 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Range Advisory, LLC CIK 2152629 0.575 342 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.9 0.1% 5 -1.1 pp -1.1 pp -1.1 pp -0.9 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.8 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
EQ LLC CIK 0001757605 0.412 87 0.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.7 0.5% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steelhead Wealth Management LLC CIK 2140776 0.166 96 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.7 0.1% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.6 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
First American Bank CIK 0001291422 0.677 205 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.6 0.4% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Level Financial Advisors CIK 0001871734 0.644 95 0.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 0.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.5 0.7% 5 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.379 383 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elite Life Management LLC CIK 0002010262 0.574 61 0.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
E6 Portfolios, LLC CIK 0002110817 0.358 97 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.4 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
United Community Bank CIK 0002000314 0.267 534 0.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 0.4 0.2% 5 -0.3 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avant Capital LLC CIK 0001653443 0.369 86 0.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.4 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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
James Reed Financial Services, Inc. CIK 0001911052 0.859 19 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valued Retirements, Inc. CIK 0002044874 0.206 101 0.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.3 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sicart Associates LLC CIK 0001696494 0.420 74 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tannin Capital LLC CIK 0002110834 0.151 169 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT COUNSEL CO OF NEVADA CIK 0002056576 0.265 167 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
StoryOne LLC CIK 0002079652 0.567 79 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Directional Asset Management CIK 0002105817 0.159 83 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snider Financial Group CIK 0001820681 0.424 103 0.2 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarendon Private LLC CIK 0001961628 0.221 124 0.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp -0.0 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearwave Capital, LLC CIK 0002111821 0.177 166 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VeraBank, N.A. CIK 0001767297 0.624 167 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Grp LLC CIK 0002134013 0.401 144 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFAM, LLC CIK 0001713286 0.679 262 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
City State Bank CIK 0001910666 0.322 809 0.1 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 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% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 3 +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% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 5 -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
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.5 pp -0.6 pp -0.4 pp -0.4 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -3.6 pp -3.8 pp -3.9 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 0.0 0.0% 0 -4.3 pp -4.0 pp -4.1 pp -4.5 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.7 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 pp -1.3 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -11.6 pp -8.8 pp -8.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 pp +0.0 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 0.0 0.0% 0 -8.9 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.6 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -3.3 pp -1.5 pp -2.5 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.3 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -1.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.1 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VONG). Qtrs Held counts distinct quarters this fund has actually held VONG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VONG position size. Δ columns are the percentage-point change in VONG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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