Signals

VOO

4162 in-universe funds with a nonzero position in VOO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1
Score / z101.223 / 91.85
Consensus1259.12 over 2448 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 Global Advisers, LLC CIK 0001811242 0.000 3638 23,663.2 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 20,099.2 12.4% 5 +1.0 pp +2.9 pp +3.0 pp +4.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18,309.3 5.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.5 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 16,397.4 1.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 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 14,559.7 0.9% 6 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9,970.2 4.8% 4 -0.7 pp -0.9 pp -0.9 pp +4.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9,000.4 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,381.9 1.7% 4 +0.5 pp +0.2 pp -0.3 pp +1.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,825.1 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,732.8 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3,715.9 0.7% 4 -1.7 pp +0.3 pp +0.2 pp +0.7 pp
NATIXIS CIK 0001274981 0.561 1107 3,641.3 14.6% 2 -5.7 pp +14.6 pp +14.6 pp +14.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3,142.5 4.7% 4 -0.1 pp -0.4 pp -1.3 pp +4.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3,072.0 4.4% 4 +0.1 pp -0.0 pp +0.0 pp +4.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,796.8 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2,224.7 4.5% 4 +0.1 pp +0.1 pp +0.2 pp +4.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,209.8 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 2,089.0 8.2% 3 +7.0 pp +5.1 pp +8.2 pp +8.2 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 2,006.7 12.4% 1 +12.4 pp +2.5 pp +4.8 pp +12.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,860.4 1.2% 4 -0.2 pp -0.2 pp -0.1 pp +1.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1,796.8 13.5% 4 -0.9 pp -0.2 pp +10.6 pp +13.5 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,748.2 13.5% 4 +0.0 pp -0.1 pp +0.0 pp +13.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,696.3 2.4% 4 -0.0 pp +0.0 pp -10.2 pp +2.4 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 1,655.0 26.2% 4 -1.8 pp -1.7 pp -3.1 pp +26.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,596.9 1.8% 5 -0.1 pp -0.7 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,584.8 1.7% 4 -0.1 pp -0.2 pp -0.1 pp +1.7 pp
BANK OF KOREA CIK 0001965704 0.975 4 1,481.7 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1,372.7 20.1% 4 +0.2 pp +0.6 pp +1.2 pp +20.1 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 1,268.2 91.2% 4 +2.6 pp +15.4 pp +23.1 pp +91.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,265.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Investments, LLC CIK 0001903573 0.964 6 1,265.2 82.5% 4 -1.2 pp -3.2 pp -4.9 pp +82.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,195.7 1.3% 4 -0.1 pp -0.0 pp -0.2 pp +1.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1,087.5 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1,058.0 2.2% 3 +0.4 pp +0.3 pp +2.2 pp +0.3 pp
E-L Financial Corp Ltd CIK 0001697865 0.969 1 1,036.9 100.0% 4 +0.0 pp +0.0 pp +0.0 pp +100.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 995.2 4.0% 4 +0.0 pp +0.1 pp +0.2 pp +4.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 989.4 9.0% 2 -0.2 pp +9.0 pp -0.4 pp +9.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 981.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 966.9 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 961.8 5.9% 4 -0.1 pp -0.9 pp -1.3 pp +5.9 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 949.4 6.1% 1 +6.1 pp +3.5 pp +3.4 pp +6.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 945.5 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 939.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Investure, LLC CIK 0001476993 0.837 17 924.3 45.3% 4 -18.0 pp -14.2 pp -6.0 pp +45.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 900.7 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 871.9 56.4% 4 +0.5 pp -1.7 pp +0.0 pp +56.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 866.0 1.1% 4 +0.4 pp +0.9 pp +1.1 pp +1.1 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 840.5 56.5% 4 +7.1 pp +7.7 pp +10.4 pp +56.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 834.6 1.5% 4 -0.1 pp +0.0 pp -0.2 pp +1.5 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 833.4 22.9% 4 -0.7 pp -0.7 pp -0.5 pp +22.9 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 832.2 19.2% 3 -1.0 pp -1.3 pp +19.2 pp +19.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 806.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 794.7 1.1% 4 -0.0 pp +0.0 pp -0.0 pp +1.1 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 788.6 5.7% 4 -0.5 pp -0.5 pp +0.1 pp +5.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 752.1 0.3% 6 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 740.0 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 715.3 13.6% 4 -0.1 pp +9.0 pp +8.0 pp +13.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 713.8 3.1% 4 +1.7 pp +1.8 pp +1.9 pp +3.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 707.2 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 701.9 1.2% 4 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 678.0 0.9% 4 -0.8 pp -0.8 pp -0.8 pp +0.9 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 676.8 23.8% 4 +1.6 pp +1.0 pp +0.9 pp +23.8 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 675.3 5.3% 4 -0.5 pp -2.1 pp -2.1 pp +5.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 647.9 3.4% 4 +0.9 pp +0.7 pp -0.4 pp +3.4 pp
DUMAC, INC. CIK 0001584258 0.950 16 631.4 77.0% 2 +5.3 pp +77.0 pp +77.0 pp +77.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 630.1 9.0% 4 -1.5 pp -1.0 pp -1.6 pp +9.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 607.6 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pandi, LLC CIK 0002058702 0.955 4 599.5 98.3% 5 +0.1 pp +12.2 pp +11.7 pp +12.7 pp
NEPC LLC CIK 0001424799 0.960 53 584.5 11.6% 4 -2.0 pp -1.6 pp -0.2 pp +11.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 572.5 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 571.7 19.0% 4 +1.7 pp +3.8 pp +5.1 pp +19.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 569.5 42.9% 1 +42.9 pp +42.8 pp +42.7 pp +42.9 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 564.5 1.4% 4 -0.0 pp -0.3 pp -0.3 pp +1.4 pp
SWF LLC CIK 0002065728 0.943 14 548.7 47.8% 3 +7.8 pp +8.2 pp +47.8 pp +46.9 pp
Diversified Trust Co CIK 0001479844 0.817 1115 543.1 10.1% 4 -0.2 pp -0.1 pp -0.0 pp +10.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 536.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 514.6 1.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 511.1 4.2% 4 -0.0 pp +0.9 pp +3.2 pp +4.2 pp
Call To Action Foundation CIK 0001981942 0.951 1 511.1 100.0% 4 +0.0 pp +0.0 pp +0.0 pp +100.0 pp
P/E Global LLC CIK 0001910344 0.967 8 510.8 40.3% 4 +0.3 pp +25.1 pp +25.7 pp +40.3 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 506.0 2.1% 4 -12.2 pp -4.0 pp +0.5 pp +2.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 493.5 21.1% 4 +0.0 pp +0.1 pp -0.9 pp +21.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 458.3 6.4% 4 +0.1 pp +0.1 pp -0.3 pp +6.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 456.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 453.3 22.4% 4 -0.7 pp -0.9 pp +12.1 pp +22.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 442.2 0.8% 4 -0.3 pp -0.3 pp -0.4 pp +0.8 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 438.1 5.1% 4 +1.8 pp +2.1 pp +2.0 pp +5.1 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 435.9 22.5% 3 +0.0 pp +0.2 pp +22.5 pp +22.5 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 423.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 411.2 0.7% 4 -0.1 pp -0.1 pp +0.1 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 410.2 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 406.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 396.4 23.5% 4 -1.1 pp -6.3 pp -7.4 pp +23.5 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 384.7 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 380.5 14.2% 4 +0.3 pp +0.1 pp -1.0 pp +14.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 380.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 378.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 377.9 10.6% 4 +3.3 pp +3.0 pp +2.9 pp +10.6 pp
BOKF, NA CIK 0000009634 0.752 1160 363.6 5.6% 4 -0.1 pp +0.1 pp -0.2 pp +5.6 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 360.4 6.0% 4 +0.4 pp +0.5 pp +0.7 pp +6.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 360.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 358.8 10.5% 4 -0.9 pp -1.0 pp -0.8 pp +10.5 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 357.7 10.8% 4 -1.0 pp -4.9 pp -6.1 pp +10.8 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 352.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 351.6 5.7% 6 -0.2 pp +0.5 pp +4.1 pp +3.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 348.8 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 340.8 15.1% 4 -1.0 pp -1.4 pp -1.7 pp +15.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 336.4 2.6% 4 +0.5 pp +0.2 pp -0.1 pp +2.6 pp
SHP Wealth Management CIK 0001807060 0.763 1981 331.4 25.0% 1 +25.0 pp +25.0 pp +25.0 pp +25.0 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 329.9 52.9% 5 -0.8 pp -6.6 pp -4.0 pp -4.2 pp
GLOBE LIFE INC. (GL, GL-PD) CIK 0000320335 0.934 2 328.2 86.2% 4 -0.4 pp -0.2 pp -4.0 pp +86.2 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 327.3 5.0% 4 -1.8 pp -3.2 pp -1.6 pp +5.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 325.2 33.9% 4 -1.4 pp -1.3 pp -0.9 pp +33.9 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 315.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 314.3 10.6% 4 -0.1 pp -0.2 pp -0.6 pp +10.6 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 313.2 1.5% 4 +0.5 pp +0.6 pp +0.0 pp +1.5 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 310.7 1.9% 4 -4.7 pp +1.6 pp +1.6 pp +1.9 pp
National Philanthropic Trust CIK 0001785342 0.575 409 308.5 3.3% 6 +0.1 pp -0.0 pp -0.3 pp +1.9 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 308.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JBF Capital, Inc. CIK 0001483864 0.803 98 304.2 45.1% 4 -1.1 pp -0.5 pp -1.0 pp +45.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 303.5 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 302.9 18.3% 4 -0.9 pp -1.1 pp -0.9 pp +18.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 299.8 3.6% 4 -0.9 pp -0.9 pp -0.9 pp +3.6 pp
Keel Point, LLC CIK 0001386935 0.645 514 296.0 19.8% 4 +2.1 pp +2.8 pp +4.5 pp +19.8 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 292.0 9.0% 4 -1.6 pp -1.6 pp -2.2 pp +9.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 290.4 1.4% 2 +0.3 pp +1.4 pp +0.3 pp +1.4 pp
NEW YORK LIFE INSURANCE CO CIK 0000071633 0.759 3 288.3 58.8% 4 +7.6 pp +2.6 pp -1.4 pp +58.8 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 283.4 12.4% 4 -3.5 pp -5.3 pp -6.5 pp +12.4 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 280.1 5.1% 4 -0.4 pp -0.9 pp -1.3 pp +5.1 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 279.7 15.9% 4 +0.8 pp +0.6 pp +0.5 pp +15.9 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 273.6 16.4% 4 -6.2 pp -14.1 pp -14.2 pp +16.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 270.2 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Liquid Strategies, LLC CIK 0001774727 0.892 7 268.0 57.6% 4 -6.8 pp -9.7 pp -7.8 pp +57.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 267.6 1.4% 4 -0.3 pp -0.3 pp -0.6 pp +1.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 267.5 2.5% 4 -0.0 pp -0.4 pp -1.2 pp +2.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 264.8 2.8% 4 -0.3 pp -0.3 pp -0.2 pp +2.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 264.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 264.6 30.5% 4 +0.3 pp -1.7 pp -3.9 pp +30.5 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 257.5 6.3% 4 +0.0 pp -0.7 pp -1.4 pp +6.3 pp
JABODON PT CO CIK 0001594167 0.960 8 257.3 29.9% 1 +29.9 pp +29.9 pp +29.9 pp +29.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 255.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 252.6 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 249.1 10.8% 4 -0.6 pp -0.6 pp -0.5 pp +10.8 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 247.9 15.3% 4 +0.0 pp +0.6 pp +0.8 pp +15.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 245.1 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 245.1 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INTRUST BANK NA CIK 0001034771 0.638 416 243.9 19.9% 4 +3.7 pp +3.7 pp +3.6 pp +19.9 pp
AXIS CAPITAL HOLDINGS LTD (AXS, AXS-PE) CIK 0001214816 0.925 3 242.3 89.6% 4 -1.5 pp -6.4 pp -6.4 pp +89.6 pp
Sageworth Trust Co CIK 0001482688 0.943 127 240.7 10.3% 4 +0.3 pp +0.2 pp -0.5 pp +10.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 240.1 0.9% 4 -0.3 pp -0.3 pp +0.1 pp +0.9 pp
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Venturi Wealth Management, LLC CIK 0001666363 0.332 632 93.3 4.2% 4 -3.0 pp -2.9 pp +2.5 pp +4.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 93.0 3.2% 4 +0.4 pp +0.4 pp +0.2 pp +3.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 92.6 14.2% 4 +3.2 pp -1.1 pp +2.5 pp +14.2 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 92.3 17.7% 4 -0.5 pp -0.6 pp -0.5 pp +17.7 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 92.2 6.3% 4 -0.0 pp +0.4 pp +1.2 pp +6.3 pp
STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 91.2 38.1% 1 +38.1 pp +38.1 pp +38.1 pp +38.1 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 90.7 44.8% 4 +1.6 pp -1.7 pp -4.2 pp +44.8 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 90.2 4.1% 4 +0.0 pp +0.1 pp +0.9 pp +4.1 pp
Bell Bank CIK 0001002672 0.895 195 88.8 3.8% 4 -0.2 pp -1.0 pp -1.0 pp +3.8 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 88.8 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 88.3 17.1% 4 -0.1 pp -0.4 pp -0.5 pp +17.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 88.2 2.8% 4 +0.1 pp +0.8 pp +1.0 pp +2.8 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 87.8 18.1% 4 -0.6 pp -0.7 pp -1.2 pp +18.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 87.1 8.3% 4 +0.2 pp +0.6 pp +1.5 pp +8.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 86.5 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 86.3 13.2% 4 +0.3 pp +0.2 pp +0.3 pp +13.2 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 85.2 10.4% 3 -0.3 pp -0.6 pp +10.4 pp +10.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 84.5 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 83.5 7.9% 4 -0.5 pp -0.4 pp -0.7 pp +7.9 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 83.2 2.0% 6 -1.9 pp -1.8 pp +1.9 pp +1.8 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 82.9 19.4% 4 -2.0 pp -3.8 pp -4.2 pp +19.4 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 82.4 14.0% 4 -1.0 pp -2.0 pp -2.2 pp +14.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 81.9 9.9% 4 -1.9 pp -2.0 pp -2.6 pp +9.9 pp
Midwest Trust Co CIK 0002077080 0.757 606 81.6 1.0% 3 -0.2 pp +0.1 pp +1.0 pp +1.0 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 79.4 12.7% 4 +0.1 pp +2.8 pp +2.4 pp +12.7 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 79.0 4.8% 4 +3.7 pp +3.7 pp +3.7 pp +4.8 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 78.1 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 78.1 1.1% 4 -0.3 pp -0.3 pp -0.2 pp +1.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 78.1 1.4% 4 +0.1 pp +0.0 pp +0.1 pp +1.4 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 77.7 1.3% 4 +0.0 pp +0.1 pp +0.8 pp +1.3 pp
Standard Family Office LLC CIK 0001809494 0.832 31 77.1 79.6% 4 -5.2 pp -4.9 pp -5.1 pp +79.6 pp
Fortune 45 LLC CIK 0001918707 0.802 36 76.9 37.5% 4 -2.6 pp -2.3 pp -2.3 pp +37.5 pp
Fidato Wealth LLC CIK 0001711360 0.883 14 76.1 49.4% 4 -1.0 pp -0.4 pp -0.2 pp +49.4 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 75.6 15.3% 4 -1.3 pp -1.6 pp -3.8 pp +15.3 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 75.1 14.0% 4 -1.5 pp +0.2 pp -2.4 pp +14.0 pp
AmeriServ Wealth Advisors CIK 0001102062 0.597 54 75.0 47.9% 4 +0.8 pp +7.4 pp +14.2 pp +47.9 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 75.0 1.2% 4 +0.2 pp +0.4 pp +0.6 pp +1.2 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 75.0 0.8% 6 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
MA Private Wealth CIK 0001767474 0.750 88 74.7 12.6% 4 -0.2 pp -2.2 pp -2.1 pp +12.6 pp
Grove Bank & Trust CIK 0001662212 0.546 886 74.2 8.4% 4 -0.2 pp -0.2 pp -0.1 pp +8.4 pp
Range Advisory, LLC CIK 2152629 0.575 342 74.1 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 73.7 16.9% 4 -0.8 pp -1.0 pp -1.0 pp +16.9 pp
Trust Co of Tennessee CIK 0002025098 0.941 8 73.6 13.7% 4 -1.5 pp +2.1 pp +1.9 pp +13.7 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 72.7 17.3% 4 -0.5 pp -0.9 pp -0.6 pp +17.3 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 72.7 12.3% 4 -3.5 pp -4.0 pp -1.6 pp +12.3 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 72.5 11.7% 4 +11.1 pp +11.2 pp +10.3 pp +11.7 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 72.2 1.7% 4 +0.0 pp +0.3 pp +0.6 pp +1.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 71.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 71.5 21.2% 4 -2.4 pp -2.9 pp -4.6 pp +21.2 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 71.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 70.7 7.8% 4 -0.7 pp -0.8 pp -1.1 pp +7.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 69.8 2.2% 4 -0.1 pp +1.7 pp +1.8 pp +2.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 69.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 69.0 1.6% 4 +0.2 pp +0.1 pp +0.3 pp +1.6 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 68.7 2.8% 4 +0.1 pp +0.1 pp +0.3 pp +2.8 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 68.6 40.0% 4 +2.7 pp +3.0 pp +2.4 pp +40.0 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 68.5 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 68.3 1.6% 4 +0.3 pp -0.2 pp -0.3 pp +1.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 68.3 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
David Kennon Inc CIK 0001954126 0.575 45 67.8 24.3% 4 -0.6 pp -0.9 pp -0.4 pp +24.3 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 67.5 24.0% 4 -1.5 pp -0.7 pp +1.8 pp +24.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 67.2 4.4% 4 -0.1 pp -0.1 pp +3.6 pp +4.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 66.5 0.8% 4 -0.1 pp +0.0 pp -0.0 pp +0.8 pp
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Rehmann Capital Advisory Group CIK 0001633037 0.641 702 66.1 3.4% 4 +0.1 pp +0.8 pp +1.0 pp +3.4 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 66.1 16.0% 4 -0.4 pp -0.4 pp -0.2 pp +16.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 66.0 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 65.5 2.7% 4 -2.9 pp -2.0 pp +2.5 pp +2.7 pp
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AJ Advisors, LLC CIK 0001951167 0.829 37 65.1 24.1% 4 -0.0 pp -1.0 pp -0.7 pp +24.1 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 64.8 39.0% 4 +0.6 pp -0.5 pp +0.6 pp +39.0 pp
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Rathbones Group PLC CIK 0001351991 0.902 665 64.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 64.1 8.1% 4 +0.3 pp +0.7 pp +7.0 pp +8.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 64.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 63.9 20.1% 4 +0.1 pp +0.3 pp +0.7 pp +20.1 pp
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IFG Advisors, LLC CIK 0001783412 0.743 165 61.7 10.1% 4 +0.4 pp +1.3 pp +2.2 pp +10.1 pp
Summitas Investment Management LLC CIK 0002134540 0.827 10 61.5 48.2% 1 +48.2 pp +48.2 pp +48.2 pp +48.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 61.4 2.0% 4 -0.5 pp -0.8 pp -1.7 pp +2.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 61.3 14.4% 4 -4.0 pp -5.3 pp -3.5 pp +14.4 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 60.5 6.6% 4 -0.3 pp -0.5 pp -0.6 pp +6.6 pp
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KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 45.8 9.6% 4 -0.4 pp -0.5 pp -0.3 pp +9.6 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 45.6 18.0% 4 -0.2 pp -0.3 pp -2.3 pp +18.0 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 45.5 17.2% 4 -0.6 pp -0.5 pp -0.6 pp +17.2 pp
Lepercq De Neuflize Asset Management LLC CIK 0001854423 0.881 37 45.5 32.9% 3 +6.7 pp +6.1 pp +32.9 pp +32.9 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 45.2 5.4% 4 +0.1 pp +0.2 pp +0.3 pp +5.4 pp
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CHAI TRUST CO LLC CIK 0001250731 0.955 12 44.6 3.8% 3 +2.7 pp +3.4 pp +3.8 pp +3.8 pp
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GreatBanc Trust CO CIK 0001427099 0.670 70 44.4 31.1% 2 -1.4 pp +31.1 pp +31.1 pp +31.1 pp
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MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 40.8 8.0% 4 -0.1 pp +0.2 pp +7.8 pp +8.0 pp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 18.2 2.2% 4 +0.1 pp +0.4 pp -0.4 pp +2.2 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 18.1 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
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JDM Financial Group LLC CIK 0001960212 0.638 332 18.0 6.9% 4 -0.6 pp -3.3 pp -10.7 pp +6.9 pp
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Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 17.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 17.9 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 17.9 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
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Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 17.7 11.8% 4 -0.8 pp -1.0 pp -1.2 pp +11.8 pp
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Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 17.6 1.8% 4 -0.0 pp -0.6 pp -0.5 pp +1.8 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.5 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 17.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 17.5 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 17.5 2.8% 4 -0.6 pp -1.1 pp -1.7 pp +2.8 pp
Chris Bulman Inc CIK 0002032404 0.343 165 17.4 7.6% 4 -0.3 pp +0.8 pp +2.0 pp +7.6 pp
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Certified Advisory Corp CIK 0001731732 0.386 327 16.9 1.5% 4 -0.1 pp -0.0 pp +0.4 pp +1.5 pp
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Guardian Financial Partners, LLC CIK 0001723514 0.576 69 16.5 7.0% 4 -0.7 pp -2.0 pp -2.2 pp +7.0 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 16.4 9.4% 4 -0.5 pp -0.6 pp -0.6 pp +9.4 pp
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Cadia Private Client LLC CIK 0002135817 0.358 76 16.1 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 16.1 1.1% 4 -0.1 pp -0.0 pp -0.0 pp +1.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 16.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 12.6 4.7% 5 -0.5 pp -0.9 pp -1.6 pp -1.2 pp
Systelligence, LLC CIK 0001882691 0.094 62 12.6 2.4% 4 -0.4 pp -1.1 pp -2.0 pp +2.4 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 12.5 2.4% 4 -0.2 pp -1.2 pp -1.1 pp +2.4 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 12.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 12.3 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 12.2 5.7% 4 -0.9 pp -2.5 pp -5.1 pp +5.7 pp
Climber Capital SA CIK 0002011229 0.279 64 12.2 8.0% 2 -2.6 pp +8.0 pp -1.7 pp +8.0 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 12.1 2.6% 4 -0.2 pp -0.5 pp -0.7 pp +2.6 pp
Indivisible Partners CIK 0002098400 0.368 637 12.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 12.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 12.1 3.5% 4 -0.0 pp -0.3 pp -0.4 pp +3.5 pp
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Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 12.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 11.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
KWB Wealth CIK 0001822236 0.452 169 11.9 1.2% 4 +0.1 pp -0.0 pp -0.0 pp +1.2 pp
Sendero Wealth Management, LLC CIK 0001639375 0.652 209 11.9 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 11.9 4.5% 4 -0.1 pp -1.8 pp -1.8 pp +4.5 pp
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Gambit Capital Management, LLC CIK 0002107464 0.468 102 11.8 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 11.8 9.0% 6 -1.6 pp -4.0 pp -4.1 pp -5.7 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 11.8 2.0% 4 -0.1 pp -0.1 pp +1.7 pp +2.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 11.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 11.8 4.4% 4 -0.4 pp -0.6 pp -0.8 pp +4.4 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 11.7 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 11.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 11.7 1.1% 6 -0.1 pp -0.3 pp +0.5 pp +0.6 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 11.7 5.5% 4 +0.1 pp +0.2 pp +0.0 pp +5.5 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 11.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 11.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 11.7 2.6% 4 -0.2 pp -0.8 pp -1.3 pp +2.6 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 11.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 11.6 6.7% 4 -0.3 pp -0.3 pp -1.1 pp +6.7 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 11.6 1.3% 4 +0.6 pp -0.1 pp -0.2 pp +1.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 11.5 0.8% 4 -0.0 pp +0.2 pp +0.2 pp +0.8 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 11.5 2.7% 4 -1.8 pp -1.9 pp -3.3 pp +2.7 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 11.5 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
Hikari Power Ltd CIK 0001606152 0.716 43 11.5 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
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Legacy Private Trust Co. CIK 0001352547 0.732 262 11.4 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 11.4 0.8% 4 +0.1 pp -0.1 pp +0.2 pp +0.8 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 11.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 11.3 3.8% 4 -0.2 pp -0.5 pp -0.6 pp +3.8 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 11.3 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 11.3 1.5% 3 -0.4 pp +0.0 pp +1.5 pp +1.5 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 11.2 5.6% 4 -0.6 pp -0.6 pp -0.7 pp +5.6 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 11.2 3.2% 4 -0.1 pp -0.1 pp -0.1 pp +3.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 11.2 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 11.2 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 11.2 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 11.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 11.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 11.2 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 11.2 2.2% 4 +0.2 pp +0.5 pp +0.6 pp +2.2 pp
Valor Advisors LLC CIK 2108599 0.702 32 11.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Oath Planning, LLC CIK 0002109944 0.590 71 11.1 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 11.1 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 11.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 11.1 3.6% 4 -0.5 pp -0.3 pp -0.3 pp +3.6 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 11.0 4.7% 6 +0.0 pp -0.1 pp +0.6 pp +1.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cannon Capital Management, Inc. CIK 0002100130 0.376 28 10.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 10.8 2.3% 4 -0.2 pp -0.3 pp -0.6 pp +2.3 pp
Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 10.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 10.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
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SP Asset Management LLC CIK 0001962086 0.687 137 10.7 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 10.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 10.6 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 10.6 0.9% 4 -0.1 pp -0.0 pp +0.0 pp +0.9 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 10.6 6.6% 4 -0.4 pp -0.6 pp -0.7 pp +6.6 pp
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Mittelman Wealth Management CIK 0002021464 0.532 53 10.6 6.6% 4 -0.9 pp -1.2 pp -2.7 pp +6.6 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Empower Advisory Group, LLC CIK 0001978885 0.959 532 10.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 10.5 2.0% 4 -0.1 pp +0.1 pp +0.0 pp +2.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 10.4 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 10.4 5.2% 4 -0.4 pp -0.2 pp -0.4 pp +5.2 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 10.4 3.8% 2 -0.2 pp +3.8 pp +0.1 pp +3.8 pp
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Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 10.3 2.1% 4 +0.0 pp -0.6 pp +0.3 pp +2.1 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 10.3 2.4% 4 -0.1 pp +0.1 pp +0.7 pp +2.4 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 10.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 10.3 1.3% 4 +0.2 pp +0.2 pp +0.1 pp +1.3 pp
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Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 10.3 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.3 0.9% 4 -0.2 pp -0.1 pp +0.0 pp +0.9 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 10.3 3.4% 4 +0.0 pp -0.1 pp +0.2 pp +3.4 pp
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Vision Retirement, LLC CIK 0002069023 0.485 621 10.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 10.1 0.9% 4 +0.0 pp -0.0 pp -0.3 pp +0.9 pp
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VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 10.0 4.7% 4 +1.4 pp +1.5 pp +1.4 pp +4.7 pp
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Family CFO Inc CIK 0001911695 0.752 47 10.0 4.5% 4 -0.9 pp -1.0 pp -1.0 pp +4.5 pp
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Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 10.0 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 10.0 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 10.0 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 9.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 9.9 4.3% 5 -4.4 pp -4.0 pp -3.7 pp -3.2 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 9.9 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
Dakota Wealth Management CIK 0001631353 0.544 771 9.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
LS Investment Advisors, LLC CIK 0001455845 0.516 127 9.9 1.5% 4 -0.2 pp -0.2 pp -0.2 pp +1.5 pp
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Sovran Advisors, LLC CIK 0002051471 0.318 615 9.6 0.8% 4 -0.0 pp -0.2 pp -0.2 pp +0.8 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 9.5 6.1% 4 +0.4 pp +0.9 pp +1.2 pp +6.1 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.5 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
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Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.5 0.6% 4 -1.2 pp -1.1 pp -1.0 pp +0.6 pp
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Adams Wealth Management CIK 0001803084 0.408 147 9.5 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
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Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 9.4 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 9.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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PARTHENON LLC CIK 0001088859 0.632 133 9.0 1.0% 4 +0.0 pp -0.0 pp +0.1 pp +1.0 pp
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Tudor Financial Inc. CIK 0002045307 0.221 152 9.0 4.6% 4 -0.3 pp -0.5 pp -0.5 pp +4.6 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 8.9 2.6% 4 -0.4 pp +2.0 pp +1.9 pp +2.6 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 8.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 8.9 3.5% 4 +0.9 pp +1.2 pp +1.5 pp +3.5 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 8.9 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
PCM Encore, LLC CIK 0002109846 0.244 459 8.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 8.9 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 8.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Destination Wealth Management CIK 0001278573 0.701 325 8.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 8.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.8 1.2% 4 +0.1 pp -0.1 pp -0.1 pp +1.2 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 8.8 3.7% 4 -1.1 pp -1.5 pp -1.1 pp +3.7 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ategra Capital Management, LLC CIK 0001741369 0.585 20 8.8 4.9% 4 -0.4 pp -1.1 pp -3.3 pp +4.9 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 8.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.8 0.2% 4 -0.8 pp -0.6 pp -0.7 pp +0.2 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 8.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 8.7 5.1% 4 +0.1 pp -0.1 pp -0.1 pp +5.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 8.7 2.0% 4 -0.1 pp -0.2 pp -0.3 pp +2.0 pp
Attessa Capital LLC CIK 0002020560 0.810 51 8.7 4.7% 4 -0.0 pp +0.3 pp +0.6 pp +4.7 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 8.7 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.542 52 8.7 5.4% 4 -0.0 pp -0.0 pp -0.1 pp +5.4 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 8.7 1.2% 4 +0.4 pp +0.3 pp +0.3 pp +1.2 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 8.7 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
One Capital Management, LLC CIK 0001606588 0.779 522 8.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 8.6 0.5% 4 -0.1 pp -0.1 pp +0.3 pp +0.5 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 8.6 13.7% 4 +1.0 pp -0.8 pp +0.5 pp +13.7 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 8.6 3.0% 5 +0.2 pp +0.7 pp +1.1 pp +2.1 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 8.6 1.2% 4 +0.0 pp -0.3 pp +0.7 pp +1.2 pp
DF DENT & CO INC CIK 0000934999 0.596 271 8.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 8.6 2.9% 4 +0.3 pp +0.5 pp +0.7 pp +2.9 pp
Stone Wealth Partners CIK 0001813454 0.281 63 8.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 8.5 2.8% 3 +0.5 pp +1.6 pp +2.8 pp +2.8 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 8.5 1.9% 4 +0.0 pp -0.3 pp -0.2 pp +1.9 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 8.5 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 8.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 8.5 3.1% 4 -0.3 pp +0.3 pp -0.0 pp +3.1 pp
Burkett Asset Management Ltd CIK 0002109360 0.284 59 8.5 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 8.5 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
Citizens Business Bank CIK 0001948632 0.474 139 8.5 1.4% 4 -0.2 pp -0.3 pp -0.3 pp +1.4 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 8.4 1.1% 4 +0.2 pp +0.1 pp +0.0 pp +1.1 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 8.4 1.9% 4 -0.4 pp -0.5 pp +0.0 pp +1.9 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 8.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 8.4 3.6% 4 +0.1 pp -0.2 pp -1.1 pp +3.6 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 8.4 4.1% 4 +0.3 pp +0.5 pp +0.5 pp +4.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 8.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 8.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 8.3 1.4% 3 -0.1 pp +0.9 pp +1.4 pp +1.4 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 8.3 4.6% 4 -0.1 pp +1.0 pp +1.0 pp +4.6 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 8.3 2.6% 4 -0.2 pp -0.3 pp -0.4 pp +2.6 pp
Berman McAleer LLC CIK 0002094332 0.753 175 8.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 8.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 8.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 8.3 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 8.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 8.3 1.3% 4 -0.0 pp -0.0 pp +0.1 pp +1.3 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 8.2 3.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 8.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 8.2 3.8% 4 -0.0 pp +0.5 pp +0.4 pp +3.8 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 8.2 1.2% 4 +0.4 pp +0.5 pp -0.1 pp +1.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SMART Wealth LLC CIK 0002044723 0.032 222 8.1 2.4% 4 -0.2 pp -0.2 pp +1.0 pp +2.4 pp
MONETTA FINANCIAL SERVICES INC CIK 0000869179 0.091 59 8.1 6.3% 4 +0.2 pp +0.5 pp +0.7 pp +6.3 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 8.1 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 8.1 4.3% 4 +0.1 pp +0.4 pp +0.5 pp +4.3 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 8.0 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
GSG Advisors LLC CIK 0001995773 0.640 148 8.0 2.1% 4 +0.0 pp +0.0 pp +0.0 pp +2.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 8.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 8.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.0 2.2% 4 +0.1 pp +0.1 pp -0.1 pp +2.2 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 8.0 5.6% 4 +0.7 pp +0.6 pp +0.9 pp +5.6 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 7.9 1.1% 4 -0.1 pp -0.2 pp -0.1 pp +1.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.9 0.6% 4 -0.2 pp -0.0 pp +0.1 pp +0.6 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 7.8 0.9% 4 +0.0 pp -0.3 pp +0.6 pp +0.9 pp
Hudock, Inc. CIK 0001543536 0.674 217 7.8 1.2% 4 -0.2 pp -0.2 pp -0.1 pp +1.2 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 7.8 2.4% 4 +2.0 pp +2.0 pp +2.0 pp +2.4 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 7.8 1.3% 4 -0.6 pp -0.5 pp +0.3 pp +1.3 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 7.8 2.7% 4 -0.1 pp -0.1 pp -0.1 pp +2.7 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 7.8 0.8% 4 +0.1 pp -0.0 pp +0.0 pp +0.8 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 7.8 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 7.8 1.9% 1 +1.9 pp -0.0 pp +1.8 pp +1.9 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.8 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 7.8 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 7.8 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 7.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 7.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.7 0.9% 4 -0.7 pp -0.6 pp -1.0 pp +0.9 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 7.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 7.7 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 7.7 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 7.6 0.2% 4 -0.8 pp -0.0 pp -0.0 pp +0.2 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 7.6 1.0% 4 -0.0 pp -0.0 pp +0.0 pp +1.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 7.6 1.9% 4 +0.5 pp +0.5 pp +0.6 pp +1.9 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.6 1.7% 4 -0.2 pp -0.4 pp -0.4 pp +1.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 7.6 6.1% 4 +0.1 pp +0.6 pp +1.1 pp +6.1 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 7.6 0.7% 4 -0.2 pp -0.0 pp -0.0 pp +0.7 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 7.6 1.7% 4 +0.3 pp +0.3 pp +0.4 pp +1.7 pp
August Group Capital Ltd CIK 0002107394 0.210 95 7.6 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 7.6 0.9% 4 -0.1 pp -0.3 pp -0.6 pp +0.9 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 7.6 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 7.6 2.0% 4 -0.0 pp -0.0 pp +0.0 pp +2.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 7.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 7.5 4.6% 4 +0.5 pp +0.7 pp +2.5 pp +4.6 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 7.5 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 7.5 1.1% 4 -0.3 pp -0.4 pp -0.9 pp +1.1 pp
Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 7.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 7.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 7.4 3.6% 4 -0.2 pp -0.3 pp -2.5 pp +3.6 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 7.4 0.3% 4 +0.1 pp +0.1 pp -0.1 pp +0.3 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 7.4 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 7.4 1.5% 4 +0.9 pp +0.9 pp +0.8 pp +1.5 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 7.4 4.3% 5 +0.1 pp +0.3 pp +0.1 pp +0.0 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 7.4 0.8% 4 +0.2 pp +0.2 pp +0.3 pp +0.8 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.4 1.7% 4 +0.2 pp +0.3 pp +0.2 pp +1.7 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 7.4 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 7.4 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.3 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
21 West Wealth Management LLC CIK 0002067541 0.319 65 7.3 6.8% 3 -0.1 pp +0.0 pp +6.8 pp +6.8 pp
S.A. Mason LLC CIK 0001800911 0.217 282 7.3 2.7% 4 +0.4 pp +0.8 pp +0.8 pp +2.7 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 7.3 1.0% 4 +0.0 pp -0.5 pp -0.4 pp +1.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 7.3 2.0% 4 +0.0 pp -0.2 pp -0.1 pp +2.0 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 7.3 3.5% 4 -0.3 pp -0.3 pp -0.9 pp +3.5 pp
EdgeRock Capital LLC CIK 0001908378 0.651 134 7.3 2.0% 4 -0.3 pp -0.7 pp -1.5 pp +2.0 pp
BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 7.3 3.6% 4 -0.3 pp +2.7 pp -0.2 pp +3.6 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 7.2 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
COERENTE CAPITAL MANAGEMENT CIK 0001860790 0.675 43 7.2 1.3% 4 -0.0 pp +0.0 pp +0.1 pp +1.3 pp
GAM Holding AG CIK 0001438848 0.338 273 7.2 0.6% 4 -0.3 pp -0.2 pp -0.3 pp +0.6 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 7.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 7.1 6.6% 4 -0.3 pp -3.1 pp -2.8 pp +6.6 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 7.1 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 7.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 7.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 7.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 7.1 1.3% 4 -0.5 pp -0.6 pp -0.7 pp +1.3 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 7.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.1 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 7.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 7.1 0.8% 4 +0.1 pp +0.2 pp +0.0 pp +0.8 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 7.0 3.1% 4 +0.2 pp +0.5 pp +1.0 pp +3.1 pp
Denver PWM, LLC CIK 0001657980 0.608 89 7.0 2.4% 4 -0.2 pp -0.1 pp -0.1 pp +2.4 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 7.0 0.6% 4 -0.0 pp -0.1 pp -0.5 pp +0.6 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 7.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.0 1.9% 4 -0.1 pp -0.2 pp -0.1 pp +1.9 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 7.0 3.4% 3 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 7.0 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 7.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 6.9 2.2% 4 -0.1 pp -0.3 pp -0.7 pp +2.2 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 6.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 6.9 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 6.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 6.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 6.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 6.8 6.0% 4 -0.7 pp -0.9 pp -1.1 pp +6.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 6.8 5.7% 2 +2.9 pp +5.7 pp +5.7 pp +5.7 pp
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Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.0 1.2% 4 -0.1 pp -0.5 pp -0.7 pp +1.2 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 4.9 6.0% 4 -0.1 pp -0.4 pp -2.6 pp +6.0 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 4.9 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 4.9 1.8% 3 +0.0 pp -0.4 pp +1.8 pp +1.8 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 4.9 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Farnam Financial LLC CIK 0002080267 0.372 53 4.9 4.0% 6 +0.4 pp +0.0 pp +0.6 pp +2.0 pp
Attestor Capital Ltd CIK 0001830731 0.548 4 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 4.9 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 4.9 2.0% 4 -0.0 pp +0.0 pp +0.1 pp +2.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 4.9 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 4.9 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 4.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 4.8 0.1% 4 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 4.8 4.0% 4 -0.2 pp -0.3 pp -0.2 pp +4.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 4.8 0.4% 4 +0.1 pp -0.0 pp -0.0 pp +0.4 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 4.8 1.4% 4 -0.3 pp -0.1 pp -0.8 pp +1.4 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 4.8 0.8% 4 +0.0 pp -0.5 pp +0.5 pp +0.8 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 4.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 4.8 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 4.8 0.9% 4 -0.0 pp +0.0 pp -0.0 pp +0.9 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 4.8 2.6% 4 +0.1 pp -0.1 pp -0.3 pp +2.6 pp
FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 4.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 4.8 3.4% 4 +0.2 pp +1.3 pp +1.9 pp +3.4 pp
John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 4.8 7.5% 2 +4.1 pp +7.5 pp +7.5 pp +7.5 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 4.7 1.5% 4 -0.0 pp -0.0 pp +0.0 pp +1.5 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 4.7 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 4.7 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 4.7 0.1% 4 -0.1 pp -0.4 pp -0.5 pp +0.1 pp
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Ducere Wealth Management LLC CIK 0002083656 0.168 135 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
S Harris Financial Group, LLC CIK 0002112907 0.391 124 4.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 4.6 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 4.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
1776 Wealth LLC CIK 0001803140 0.442 152 4.6 1.8% 4 +0.2 pp +0.2 pp +0.2 pp +1.8 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 4.6 1.5% 4 +0.3 pp +0.2 pp +0.1 pp +1.5 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 4.6 0.5% 6 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 4.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 4.6 3.5% 4 +0.0 pp +0.3 pp +0.3 pp +3.5 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 4.5 1.2% 4 +0.4 pp +0.9 pp +0.8 pp +1.2 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.5 3.1% 4 -0.2 pp -0.2 pp +0.0 pp +3.1 pp
Eschler Asset Management LLP CIK 0001910874 0.000 33 4.5 4.5% 2 +1.3 pp +4.5 pp +4.5 pp +4.5 pp
Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 4.5 2.6% 4 -0.5 pp -3.1 pp -5.6 pp +2.6 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 4.5 5.8% 2 -5.6 pp +5.8 pp +5.8 pp +5.8 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 4.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 4.5 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
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Aventura Private Wealth, LLC CIK 0002074418 0.307 986 4.5 1.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
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DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.4 3.4% 4 -0.3 pp -0.4 pp +0.5 pp +3.4 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 4.4 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
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Grantvest Financial Group LLC CIK 0002055216 0.231 189 2.7 1.8% 4 -0.1 pp -0.2 pp -0.3 pp +1.8 pp
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MTM Investment Management, LLC CIK 0001831416 0.252 708 2.7 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
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Quent Capital, LLC CIK 0001912338 0.680 1649 2.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Integrity Financial Corp /WA CIK 0001917704 0.275 291 2.7 1.3% 4 -0.1 pp -0.9 pp +0.4 pp +1.3 pp
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LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 2.6 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.6 0.8% 4 -0.1 pp -0.1 pp +0.0 pp +0.8 pp
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Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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JB Capital LLC CIK 0001879371 0.629 280 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Glaxis Capital Management, LLC CIK 0001542161 0.000 41 2.5 3.2% 3 -1.4 pp -1.1 pp +3.2 pp +3.2 pp
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WP Advisors, LLC CIK 0001697796 0.593 119 2.5 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
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Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 2.5 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
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Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 2.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 2.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 2.4 1.3% 4 +0.1 pp +0.1 pp +0.3 pp +1.3 pp
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Slagle Financial, LLC CIK 0001984918 0.043 127 2.4 0.8% 4 -0.2 pp -0.1 pp -0.1 pp +0.8 pp
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Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Lakeside Advisors, INC. CIK 0001913467 0.512 65 0.8 0.5% 4 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.8 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.8 0.6% 4 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.8 0.9% 4 -0.0 pp -0.0 pp -0.3 pp +0.9 pp
Kelsey Financial, LLC CIK 0002022609 0.607 65 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.8 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TRUEFG, LLC CIK 0001766067 0.882 75 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.8 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.8 0.4% 4 +0.0 pp -0.4 pp -0.4 pp +0.4 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.8 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Legacy Trust CIK 0001772483 0.355 210 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.8 0.4% 3 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.8 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.8 0.2% 4 +0.1 pp -0.0 pp -0.1 pp +0.2 pp
Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.8 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
United Bank CIK 0001697791 0.298 122 0.8 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Emprise Bank CIK 0002018815 0.570 109 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Firestone Capital Management CIK 0001799964 0.601 168 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.8 0.3% 4 -0.0 pp -0.2 pp +0.0 pp +0.3 pp
Walsh & Associates, LLC CIK 0002135144 0.506 245 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.8 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.8 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McHugh Group, LLC CIK 0002052657 0.526 86 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 0.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
Addison Capital Co CIK 0001581465 0.464 184 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.7 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.7 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.7 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Sagewood Asset Management LP CIK 0001693636 0.174 432 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Integrated Wealth Management CIK 0002113155 0.022 91 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.7 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.7 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 0.7 0.6% 4 -0.0 pp -0.1 pp +0.4 pp +0.6 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.7 0.3% 4 -0.3 pp -0.6 pp -0.5 pp +0.3 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.7 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.7 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.7 0.5% 2 -0.0 pp +0.5 pp +0.0 pp +0.5 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.7 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Willis Investment Counsel CIK 0001310929 0.439 125 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.7 0.2% 6 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 0.7 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Matisse Capital CIK 0001668256 0.148 158 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 0.7 0.4% 4 +0.0 pp +0.0 pp -0.7 pp +0.4 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
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Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.6% 4 -0.0 pp -0.0 pp +0.2 pp +0.6 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.7 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
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STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TRUSTCO BANK CORP N Y (TRST) CIK 0000357301 0.294 77 0.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.7 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 0.7 0.2% 4 -0.0 pp -0.0 pp -0.3 pp +0.2 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.7 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
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Trust Co CIK 0001632554 0.769 908 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Campion Asset Management CIK 0001843492 0.531 83 0.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.7 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Essex LLC CIK 0001889147 0.576 180 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.7 0.6% 4 -0.0 pp +0.1 pp -0.0 pp +0.6 pp
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PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.6 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.3 pp
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FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Disciplined Investments, LLC CIK 0001812492 0.414 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -10.4 pp -11.3 pp -11.1 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
Defender Capital, LLC. CIK 0001766929 0.672 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -1.8 pp -1.8 pp -1.8 pp +0.0 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp +0.0 pp -5.3 pp +0.0 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.7 pp -0.7 pp -0.1 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -11.4 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.3 pp +0.0 pp -0.4 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -1.7 pp -1.5 pp -1.3 pp +0.0 pp
TRB Advisors LP CIK 0001513300 0.000 6 0.0 0.0% 0 -47.7 pp -58.6 pp -37.4 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.5 pp -1.1 pp -1.1 pp +0.0 pp
eCIO, Inc. CIK 0001830823 0.331 46 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.9 pp -0.4 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -1.5 pp -1.5 pp -1.5 pp +0.0 pp
Goodman Financial Corp CIK 0001382303 0.242 73 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.5 pp -1.7 pp -1.7 pp +0.0 pp
Connective Capital Management, LLC CIK 0001543568 0.064 70 0.0 0.0% 0 -47.9 pp +0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -8.7 pp +0.0 pp
Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -4.3 pp -4.0 pp -3.7 pp -3.3 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -5.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -14.6 pp -15.3 pp -14.4 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -21.9 pp -22.9 pp -23.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -5.0 pp -4.6 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DODGE & COX CIK 0000200217 0.944 222 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.0 0.0% 0 -19.9 pp -19.2 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -5.7 pp -6.5 pp -7.8 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -21.4 pp -22.2 pp -20.7 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.7 pp -0.7 pp -0.5 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -3.6 pp -3.4 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -7.7 pp -7.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Westwood Wealth Management CIK 0001861125 0.586 43 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -5.0 pp -5.0 pp -5.1 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -4.6 pp -5.0 pp -4.7 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -1.0 pp -0.8 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -10.7 pp -10.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -1.5 pp -1.5 pp -1.6 pp +0.0 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -1.7 pp -0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -19.0 pp -18.6 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -1.4 pp -1.5 pp -1.6 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -2.9 pp -3.0 pp +0.0 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -7.8 pp -5.9 pp +0.0 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -23.0 pp -22.9 pp -23.4 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PENINSULA ASSET MANAGEMENT INC CIK 0001091923 0.439 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp +0.0 pp
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -2.1 pp -2.2 pp -2.3 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -1.5 pp -1.5 pp -1.6 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.0 0.0% 0 -7.1 pp -7.2 pp -6.9 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.9 pp +0.0 pp -4.2 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -1.1 pp -0.3 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -1.3 pp -1.3 pp -1.4 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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