Signals

VOO

3283 in-universe funds with a nonzero position in VOO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#3
Score / z34.234 / 43.83
Consensus1111.84 over 2180 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 20,883.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16,180.3 5.6% 2 +0.4 pp +5.6 pp +5.6 pp +5.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16,004.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14,702.8 9.4% 2 +1.5 pp +9.4 pp +9.4 pp +9.4 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 14,255.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 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 13,246.2 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 11,992.1 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7,486.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7,475.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,774.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,473.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,225.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3,017.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,633.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2,433.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,355.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,288.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 1,852.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,802.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,661.9 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,452.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1,389.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 1,343.1 29.4% 1 +29.4 pp +29.4 pp +29.4 pp +29.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,328.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1,313.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
FJ Investments, LLC CIK 0001903573 0.964 6 1,229.9 87.4% 1 +87.4 pp +87.4 pp +87.4 pp +87.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,154.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
E-L Financial Corp Ltd CIK 0001697865 0.969 1 1,145.4 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1,127.9 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1,031.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 1,000.6 68.2% 1 +68.2 pp +68.2 pp +68.2 pp +68.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 950.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 894.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 889.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 879.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 872.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 864.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 815.3 46.1% 1 +46.1 pp +46.1 pp +46.1 pp +46.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 802.3 56.4% 1 +56.4 pp +56.4 pp +56.4 pp +56.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 785.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 772.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 771.8 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
Creative Planning CIK 0001540235 0.979 4196 763.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 746.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 708.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 687.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 685.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Investure, LLC CIK 0001476993 0.837 17 672.8 51.3% 1 +51.3 pp +51.3 pp +51.3 pp +51.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 668.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 668.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 657.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 650.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Pandi, LLC CIK 0002058702 0.955 4 646.9 86.6% 2 +1.0 pp +86.6 pp +86.6 pp +86.6 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 643.3 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 621.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 565.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 552.0 30.6% 1 +30.6 pp +30.6 pp +30.6 pp +30.6 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 544.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Call To Action Foundation CIK 0001981942 0.951 1 521.5 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 503.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 495.9 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 490.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 471.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GenTrust, LLC CIK 0001697110 0.832 201 466.7 22.0% 1 +22.0 pp +22.0 pp +22.0 pp +22.0 pp
NEPC LLC CIK 0001424799 0.960 53 465.0 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 460.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Diversified Trust Co CIK 0001479844 0.817 1115 455.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 453.6 14.4% 2 -1.8 pp +14.4 pp +14.4 pp +14.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 441.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 439.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 433.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 427.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 412.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 403.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 386.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 376.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 363.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
BOKF, NA CIK 0000009634 0.752 1160 358.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 354.5 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 344.3 34.5% 1 +34.5 pp +34.5 pp +34.5 pp +34.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 342.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 341.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 330.7 30.9% 1 +30.9 pp +30.9 pp +30.9 pp +30.9 pp
GLOBE LIFE INC. (GL, GL-PD) CIK 0000320335 0.934 2 329.0 90.1% 1 +90.1 pp +90.1 pp +90.1 pp +90.1 pp
Tredje AP-fonden CIK 0001650290 0.789 424 327.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 321.1 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 319.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 317.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 304.9 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 303.6 34.8% 1 +34.8 pp +34.8 pp +34.8 pp +34.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 302.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 301.6 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 300.5 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 299.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Liquid Strategies, LLC CIK 0001774727 0.892 7 299.2 65.4% 1 +65.4 pp +65.4 pp +65.4 pp +65.4 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 295.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
JBF Capital, Inc. CIK 0001483864 0.803 98 289.2 46.2% 1 +46.2 pp +46.2 pp +46.2 pp +46.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 288.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 288.3 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 286.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 286.3 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 283.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 281.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 280.5 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
Adventist Health System/ West CIK 0001802516 0.949 12 278.6 41.4% 1 +41.4 pp +41.4 pp +41.4 pp +41.4 pp
Fiera Capital Corp CIK 0001505817 0.842 401 277.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 276.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 275.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 272.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 272.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 272.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 269.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 268.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 267.5 3.6% 3 +2.2 pp +2.6 pp +3.6 pp +3.6 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 265.4 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 260.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 259.6 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 250.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 248.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 247.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 240.0 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 238.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 236.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AXIS CAPITAL HOLDINGS LTD (AXS, AXS-PE) CIK 0001214816 0.925 3 235.1 96.0% 1 +96.0 pp +96.0 pp +96.0 pp +96.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 235.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 234.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 231.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Keel Point, LLC CIK 0001386935 0.645 514 231.0 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 222.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 221.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 219.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 216.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 214.5 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 212.7 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 212.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
NEW YORK LIFE INSURANCE CO CIK 0000071633 0.758 3 211.4 60.2% 1 +60.2 pp +60.2 pp +60.2 pp +60.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 209.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 208.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 206.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 206.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 203.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 202.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 202.3 45.0% 1 +45.0 pp +45.0 pp +45.0 pp +45.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 201.6 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 201.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Powers Capital, LLC CIK 0002056287 0.915 2 199.3 99.1% 1 +99.1 pp +99.1 pp +99.1 pp +99.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 197.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 196.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 186.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 174.0 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
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Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 150.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 140.7 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
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Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 139.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 122.5 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
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TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 112.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
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CW Advisors, LLC CIK 0001904976 0.000 0 108.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Affiance Financial, LLC CIK 0001723681 0.836 110 106.1 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 96.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Standard Family Office LLC CIK 0001809494 0.832 31 72.4 84.8% 1 +84.8 pp +84.8 pp +84.8 pp +84.8 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 72.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 71.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 70.7 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 70.6 25.8% 1 +25.8 pp +25.8 pp +25.8 pp +25.8 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 70.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 70.5 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
P/E Global LLC CIK 0001910344 0.967 8 70.0 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 69.7 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
Fidato Wealth LLC CIK 0001711360 0.883 14 69.4 49.6% 1 +49.6 pp +49.6 pp +49.6 pp +49.6 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 69.1 37.6% 1 +37.6 pp +37.6 pp +37.6 pp +37.6 pp
Fortune 45 LLC CIK 0001918707 0.802 36 69.1 39.8% 1 +39.8 pp +39.8 pp +39.8 pp +39.8 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 69.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 69.0 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 68.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 68.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 68.6 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 68.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 68.4 23.6% 1 +23.6 pp +23.6 pp +23.6 pp +23.6 pp
Grove Bank & Trust CIK 0001662212 0.546 886 68.4 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
AmeriServ Wealth Advisors CIK 0001102062 0.597 54 68.1 33.7% 1 +33.7 pp +33.7 pp +33.7 pp +33.7 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 68.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 67.6 7.2% 2 +0.8 pp +7.2 pp +7.2 pp +7.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 67.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 67.0 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 66.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 66.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
William Marsh Rice University CIK 0001674705 0.890 2 66.3 47.2% 2 -16.2 pp +47.2 pp +47.2 pp +47.2 pp
David Kennon Inc CIK 0001954126 0.575 45 66.0 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
Lansing Street Advisors CIK 0001926571 0.417 166 65.5 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 65.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 64.6 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 64.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 63.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 62.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 62.5 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 62.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 62.2 34.0% 2 -0.6 pp +34.0 pp +34.0 pp +34.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 62.2 1.6% 3 -0.3 pp -0.4 pp +1.6 pp +1.6 pp
Sierra Capital LLC CIK 0001787274 0.509 228 62.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 62.0 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 61.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 61.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
COMMERCE BANK CIK 0001009076 0.853 1332 60.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 60.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 60.3 22.2% 1 +22.2 pp +22.2 pp +22.2 pp +22.2 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 60.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 60.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 60.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 60.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 60.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 59.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 59.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Rathbones Group PLC CIK 0001351991 0.902 665 58.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 58.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 58.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 58.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Optas, LLC CIK 0001802961 0.460 494 58.0 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 57.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Choate Investment Advisors CIK 0001399794 0.922 472 57.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 57.2 27.3% 2 -0.8 pp +27.3 pp +27.3 pp +27.3 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 56.5 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 56.1 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
BAILARD, INC. CIK 0000750641 0.578 763 55.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 55.9 24.9% 1 +24.9 pp +24.9 pp +24.9 pp +24.9 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 55.6 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 55.4 40.7% 1 +40.7 pp +40.7 pp +40.7 pp +40.7 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 55.3 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 54.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 53.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Souders Financial Advisors CIK 0001811240 0.482 224 53.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 53.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 53.7 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 53.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 53.5 25.1% 1 +25.1 pp +25.1 pp +25.1 pp +25.1 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 53.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
WIT, LLC CIK 0001840025 0.965 24 53.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 53.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 52.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Passaic Partners LLC CIK 0001905809 0.898 16 52.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 52.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 52.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 52.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Kearns & Associates LLC CIK 0001908695 0.847 41 52.0 29.8% 1 +29.8 pp +29.8 pp +29.8 pp +29.8 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 51.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 51.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 51.4 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 51.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 51.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Trust Co of Tennessee CIK 0002025098 0.941 8 50.6 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
Level Financial Advisors CIK 0001871734 0.644 95 50.6 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 50.3 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 50.3 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 50.2 38.4% 1 +38.4 pp +38.4 pp +38.4 pp +38.4 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 49.7 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 49.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 49.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 49.2 31.5% 1 +31.5 pp +31.5 pp +31.5 pp +31.5 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 48.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 48.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 48.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 48.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
EMC Capital Management CIK 0001847772 0.576 53 48.4 26.1% 1 +26.1 pp +26.1 pp +26.1 pp +26.1 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.541 177 47.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 47.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 47.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 47.5 41.1% 1 +41.1 pp +41.1 pp +41.1 pp +41.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 47.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 47.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 47.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 47.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 46.6 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 46.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 46.4 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 45.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 45.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LM Advisors LLC CIK 0002011314 0.053 224 45.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 45.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 45.3 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 45.1 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 45.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 44.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 44.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BCK Partners, Inc. CIK 0001845867 0.872 28 44.5 26.1% 1 +26.1 pp +26.1 pp +26.1 pp +26.1 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 44.2 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 44.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 43.9 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 43.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 43.5 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
STEPH & CO CIK 0000941519 0.731 283 43.3 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 43.3 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
Tenon Financial LLC CIK 0002020781 0.850 61 43.0 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 42.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 42.5 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 42.4 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 42.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 42.2 21.5% 2 +0.0 pp +21.5 pp +21.5 pp +21.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 42.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 41.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 41.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 41.6 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFFF, FRFHF) CIK 0000915191 0.800 32 41.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 41.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 41.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 41.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 40.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 40.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 40.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 40.7 4.9% 3 -0.1 pp -0.5 pp +4.9 pp +4.9 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 40.6 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 40.5 33.6% 2 +1.7 pp +33.6 pp +33.6 pp +33.6 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 40.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 40.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 39.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 39.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 39.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 39.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 39.1 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 39.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 38.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Landmark Wealth Management, LLC CIK 0001728778 0.546 151 38.5 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 38.4 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
BCS Wealth Management CIK 0001798172 0.420 270 38.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 37.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 37.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 37.4 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 37.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 37.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 37.2 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 36.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 36.6 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 36.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 36.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
St. Louis Trust Co CIK 0001661144 0.000 125 36.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 36.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 36.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Verum Partners LLC CIK 0001958984 0.585 200 35.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 35.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 35.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Oak Root LLC CIK 0002027377 0.950 10 35.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 35.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 35.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Clifford Group, LLC CIK 0001965522 0.474 86 35.3 29.0% 1 +29.0 pp +29.0 pp +29.0 pp +29.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 35.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aufman Associates Inc CIK 0001801573 0.745 67 35.1 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 35.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 34.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 34.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 34.7 29.5% 1 +29.5 pp +29.5 pp +29.5 pp +29.5 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 34.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 34.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 34.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 34.0 14.8% 2 +3.8 pp +14.8 pp +14.8 pp +14.8 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 33.9 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 33.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 33.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 33.5 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 33.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 33.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Avion Wealth CIK 0001792704 0.773 1750 33.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 32.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 32.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 32.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 32.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 32.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 32.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 32.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 32.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 32.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Trust Co of the South CIK 0002008165 0.815 146 32.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 32.0 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 31.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 31.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SFM, LLC CIK 0002064225 0.427 69 31.9 20.5% 3 -2.6 pp -2.5 pp +20.5 pp +20.5 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 31.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 31.7 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 31.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 31.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 31.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 31.1 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 31.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 31.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 30.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 30.8 29.9% 1 +29.9 pp +29.9 pp +29.9 pp +29.9 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 30.8 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 30.6 28.8% 1 +28.8 pp +28.8 pp +28.8 pp +28.8 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 30.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Applied Capital LLC CIK 0001862965 0.797 53 30.4 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 30.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 29.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 29.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 29.4 24.8% 1 +24.8 pp +24.8 pp +24.8 pp +24.8 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 29.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 29.4 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 29.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 29.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 29.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 29.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 29.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 29.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 29.0 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 29.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 28.9 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 28.9 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 28.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 28.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 28.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Intelligent Financial Strategies CIK 0001911000 0.786 60 28.5 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 28.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 28.4 24.5% 1 +24.5 pp +24.5 pp +24.5 pp +24.5 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 28.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Diana Davis Spencer Foundation CIK 0001633391 0.565 2 28.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 28.2 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 27.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 27.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 27.4 2.9% 3 +0.2 pp -0.1 pp +2.9 pp +2.9 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 27.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Argent Trust Co CIK 0001625292 0.533 769 27.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 27.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 26.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 26.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 26.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 26.6 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
KilterHowling LLC CIK 0001759354 0.789 50 26.5 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 26.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 26.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 26.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 26.0 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 26.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
ADE, LLC CIK 0001845950 0.661 93 25.9 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 25.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 25.7 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 25.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 25.7 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
CANERECTOR INC CIK 0001113234 0.807 9 25.6 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 25.5 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 25.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 25.4 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 25.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 25.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 25.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rareview Capital LLC CIK 0002044533 0.417 51 25.2 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 25.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 25.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 24.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 24.9 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 24.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 24.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 24.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 24.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 24.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Bank & Trust CIK 0001692632 0.535 270 24.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Wealth Group Ltd CIK 0002010748 0.858 95 24.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
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O'Connor Financial Group LLC CIK 0001973783 0.539 69 24.4 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 24.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 24.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 24.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Systelligence, LLC CIK 0001882691 0.094 62 24.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 24.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 24.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 24.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 23.9 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 23.9 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 23.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 23.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 23.6 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 23.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
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Manchester Capital Management LLC CIK 0001393389 0.560 1313 23.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 23.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 23.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 23.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
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Family Office Research LLC CIK 0002041267 0.652 85 22.9 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 22.9 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 22.8 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
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EQ LLC CIK 0001757605 0.412 87 22.6 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
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Verdence Capital Advisors LLC CIK 0001719305 0.417 653 22.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CONNING INC. CIK 0000801051 0.496 327 22.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Amundi CIK 0001330387 0.000 1 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 9.5 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 9.3 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 9.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 9.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 9.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 9.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 9.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 9.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 9.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 9.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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Thrive Wealth Management, LLC CIK 0001847610 0.785 254 9.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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CERTUITY, LLC CIK 0001800752 0.558 672 9.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 9.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
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Next Capital Management LLC CIK 0001752762 0.504 138 9.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Balefire, LLC CIK 0001750924 0.097 475 8.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 8.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
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ICONIQ Capital, LLC CIK 0001569709 0.782 76 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 8.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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Citizens Business Bank CIK 0001948632 0.474 139 8.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 8.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 8.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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W1M Asset Management Ltd CIK 0001767559 0.885 203 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 6.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 6.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
BSW Wealth Partners CIK 0001512601 0.641 331 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 6.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 6.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
COERENTE CAPITAL MANAGEMENT CIK 0001860790 0.675 43 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 6.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 6.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PAX Financial Group, LLC CIK 0001803673 0.350 207 6.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 6.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sunpointe, LLC CIK 0002012181 0.156 281 6.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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Vision Capital Management, Inc. CIK 0001417889 0.704 156 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 6.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 6.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Attessa Capital LLC CIK 0002020560 0.810 51 6.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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Vectors Research Management, LLC CIK 0001750557 0.310 148 6.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TFO Wealth Partners, LLC CIK 0001698750 0.866 65 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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UMB Bank, n.a. CIK 0000933429 0.805 2303 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Curi Capital, LLC CIK 0001332905 0.547 888 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 1.9 1.2% 3 +0.6 pp +0.7 pp +1.2 pp +1.2 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 1.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Martin Worley Group CIK 0002049542 0.360 91 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Granite FO LLC CIK 0002034090 0.642 171 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Weinberger Asset Management, Inc CIK 0002051705 0.597 101 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.674 83 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 1.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPWM LLC CIK 0001801101 0.514 98 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.4 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
RB Capital Management, LLC CIK 0001695582 0.450 201 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
V2 Financial group LLC CIK 0002022843 0.490 123 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Snider Financial Group CIK 0001820681 0.424 103 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cross Staff Investments Inc CIK 0001900406 0.105 133 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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TLWM CIK 0001732537 0.888 73 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ALKEME WEALTH, LLC CIK 0001752045 0.319 101 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Maple Capital Management, Inc. CIK 0001313893 0.737 127 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Fairman Group, LLC CIK 0002016719 0.432 332 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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GEM Asset Management, LLC CIK 0001963319 0.462 116 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Able Wealth Management LLC CIK 0002011908 0.307 182 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alpha Zero LLC CIK 0002079032 0.418 107 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
eCIO, Inc. CIK 0001830823 0.330 46 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Essex LLC CIK 0001889147 0.576 180 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avalon Advisory Group CIK 0001802119 0.899 14 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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OLIO Financial Planning CIK 0001906766 0.888 68 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Darden Wealth Group Inc CIK 0002011221 0.260 155 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fire Capital Management LLC CIK 0002059571 0.277 122 0.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
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Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Emprise Bank CIK 0002018815 0.570 109 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Campion Asset Management CIK 0001843492 0.531 83 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KRS Capital Management, LLC CIK 0001910876 0.366 124 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CVFG LLC CIK 0002050974 0.313 250 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Benin Management CORP CIK 0001352871 0.711 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Main Street Research LLC CIK 0001513211 0.625 140 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verde Capital Management CIK 0001802891 0.578 80 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Overbrook Management Corp CIK 0001269786 0.459 68 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Keener Financial Planning LLC CIK 0002004495 0.857 61 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Drystone LLC CIK 0001910462 0.713 18 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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DDD Partners, LLC CIK 0001729673 0.504 164 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Frisco Financial Planning LLC CIK 0002133972 0.753 29 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lummis Asset Management, LP CIK 0002011652 0.409 221 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zeit Capital LLC CIK 0001808163 0.744 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lynch Asset Management, Inc. CIK 0001906719 0.629 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 1 +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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -19.6 pp +0.0 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SWF LLC CIK 0002065728 0.943 14 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -20.5 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -0.2 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 VOO). Qtrs Held counts distinct quarters this fund has actually held VOO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOO position size. Δ columns are the percentage-point change in VOO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status