Signals

VTI

3139 in-universe funds with a nonzero position in VTI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#2
Score / z43.413 / 55.54
Consensus987.12 over 1969 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-1% / 1.2d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 17,861.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5,226.2 13.5% 2 +1.7 pp +13.5 pp +13.5 pp +13.5 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 4,139.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4,108.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,102.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,928.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2,534.7 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2,360.8 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
Creative Planning CIK 0001540235 0.979 4196 1,930.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1,815.9 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,799.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,725.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,591.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1,406.4 30.3% 1 +30.3 pp +30.3 pp +30.3 pp +30.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,267.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 1,198.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1,080.5 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1,068.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 924.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 891.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 881.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 823.8 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 816.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 774.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 725.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 707.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 687.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 651.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 648.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 599.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 589.3 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 576.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 539.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 522.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 508.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 502.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 502.5 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 486.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 476.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 443.8 30.7% 1 +30.7 pp +30.7 pp +30.7 pp +30.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 439.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 402.5 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 398.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
CW Advisors, LLC CIK 0001904976 0.000 0 395.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 387.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 386.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
FMR LLC CIK 0000315066 0.989 5571 373.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 370.0 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Sageworth Trust Co CIK 0001482688 0.943 127 366.6 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 362.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 359.4 38.0% 1 +38.0 pp +38.0 pp +38.0 pp +38.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 354.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 338.7 37.1% 1 +37.1 pp +37.1 pp +37.1 pp +37.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 332.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 322.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 316.7 83.0% 1 +83.0 pp +83.0 pp +83.0 pp +83.0 pp
Novo Holdings A/S CIK 0001388325 0.595 25 315.6 22.3% 1 +22.3 pp +22.3 pp +22.3 pp +22.3 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 286.4 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 278.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 276.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 274.2 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 268.4 53.0% 1 +53.0 pp +53.0 pp +53.0 pp +53.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 266.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 264.8 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 264.7 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 256.5 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 253.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 253.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 251.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 248.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Plancorp, LLC CIK 0001599579 0.797 425 246.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 239.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 234.0 23.8% 1 +23.8 pp +23.8 pp +23.8 pp +23.8 pp
Hardy Reed LLC CIK 0001761871 0.866 252 232.1 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 230.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
REBALANCE, LLC CIK 0001811052 0.941 103 226.3 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 223.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 223.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Investure, LLC CIK 0001476993 0.837 17 220.8 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 219.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 216.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 211.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 210.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 206.5 71.1% 1 +71.1 pp +71.1 pp +71.1 pp +71.1 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 205.7 37.1% 1 +37.1 pp +37.1 pp +37.1 pp +37.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 203.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 201.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 197.6 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 195.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 195.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 191.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 189.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 184.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 182.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 176.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 176.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 174.1 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 173.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 173.3 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 171.9 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 168.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 167.4 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 166.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 163.0 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 159.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 158.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 158.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 158.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 157.1 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 155.2 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 154.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 153.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Parkwood LLC CIK 0001597823 0.291 71 151.9 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 151.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 151.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 150.4 34.6% 1 +34.6 pp +34.6 pp +34.6 pp +34.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 150.0 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 150.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RW Investment Management LLC CIK 0001631627 0.928 115 149.9 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 146.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 142.7 43.1% 2 +0.2 pp +43.1 pp +43.1 pp +43.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 141.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 141.3 53.3% 1 +53.3 pp +53.3 pp +53.3 pp +53.3 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 141.0 32.3% 1 +32.3 pp +32.3 pp +32.3 pp +32.3 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 135.2 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 134.6 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 131.7 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 131.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 127.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 125.1 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 122.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LHM, INC. CIK 0002009224 0.733 24 122.3 40.5% 1 +40.5 pp +40.5 pp +40.5 pp +40.5 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 122.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 121.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 120.5 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 120.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 119.9 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 119.3 15.6% 2 +0.8 pp +15.6 pp +15.6 pp +15.6 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 116.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 116.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Avalon Advisory Group CIK 0001802119 0.899 14 116.4 50.0% 1 +50.0 pp +50.0 pp +50.0 pp +50.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 115.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 114.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 114.6 31.0% 1 +31.0 pp +31.0 pp +31.0 pp +31.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 114.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 112.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 112.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 109.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 109.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 108.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 108.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 108.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 107.3 9.2% 3 +0.6 pp +0.1 pp +9.2 pp +9.2 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 107.2 25.6% 1 +25.6 pp +25.6 pp +25.6 pp +25.6 pp
Cliffwater LLC CIK 0001659851 0.854 22 106.4 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 105.4 33.5% 1 +33.5 pp +33.5 pp +33.5 pp +33.5 pp
Bell Bank CIK 0001002672 0.895 195 105.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Rainwater Charitable Foundation CIK 0001729139 0.860 4 104.9 61.9% 1 +61.9 pp +61.9 pp +61.9 pp +61.9 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 104.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 103.6 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 100.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 99.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 99.7 51.0% 1 +51.0 pp +51.0 pp +51.0 pp +51.0 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 99.4 36.0% 1 +36.0 pp +36.0 pp +36.0 pp +36.0 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 99.2 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
BANK OF HAWAII CIK 0000315080 0.804 233 98.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 97.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 96.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 96.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 95.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 94.5 32.7% 1 +32.7 pp +32.7 pp +32.7 pp +32.7 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 94.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Busey Bank CIK 0001427202 0.741 388 94.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 94.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 93.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 92.3 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 92.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 90.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 89.4 38.1% 1 +38.1 pp +38.1 pp +38.1 pp +38.1 pp
AEGON USA Investment Management, LLC CIK 0001454937 0.751 42 89.2 66.8% 1 +66.8 pp +66.8 pp +66.8 pp +66.8 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 88.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 85.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 85.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Stash Investments, LLC CIK 0002008308 0.898 17 85.0 40.3% 1 +40.3 pp +40.3 pp +40.3 pp +40.3 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 84.6 2.3% 3 -0.2 pp -0.3 pp +2.3 pp +2.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 83.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 83.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 83.0 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 82.8 48.9% 1 +48.9 pp +48.9 pp +48.9 pp +48.9 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 82.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GSG Advisors LLC CIK 0001995773 0.640 148 81.6 23.7% 1 +23.7 pp +23.7 pp +23.7 pp +23.7 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 80.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 79.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 79.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 78.9 21.2% 1 +21.2 pp +21.2 pp +21.2 pp +21.2 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 78.6 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 78.5 27.3% 1 +27.3 pp +27.3 pp +27.3 pp +27.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 78.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 78.3 36.6% 2 +1.8 pp +36.6 pp +36.6 pp +36.6 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 77.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
TD Capital Management LLC CIK 0001483824 0.737 797 77.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 77.4 67.7% 1 +67.7 pp +67.7 pp +67.7 pp +67.7 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 77.0 27.6% 1 +27.6 pp +27.6 pp +27.6 pp +27.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 76.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 74.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 74.1 27.1% 1 +27.1 pp +27.1 pp +27.1 pp +27.1 pp
University of Massachusetts Foundation, Inc. CIK 0001802874 0.000 0 73.8 37.2% 1 +37.2 pp +37.2 pp +37.2 pp +37.2 pp
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ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 72.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 72.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Haverford Trust Co CIK 0000842941 0.805 424 72.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 71.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 70.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
St. Louis Trust Co CIK 0001661144 0.000 125 70.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 70.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 70.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 70.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 69.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 67.9 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 67.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 67.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 67.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 66.8 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
First Bank & Trust CIK 0001692632 0.535 270 65.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
Independent Order of Foresters CIK 0001538037 0.806 2 65.0 41.7% 1 +41.7 pp +41.7 pp +41.7 pp +41.7 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 64.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 64.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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Tanager Wealth Management LLP CIK 0001892929 0.750 158 63.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 63.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Prentice Wealth Management LLC CIK 0001864229 0.708 122 62.6 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 62.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 62.1 34.3% 1 +34.3 pp +34.3 pp +34.3 pp +34.3 pp
BAILARD, INC. CIK 0000750641 0.578 763 61.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 61.1 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 60.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 59.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 59.5 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 59.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 59.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 58.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
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HOWE & RUSLING INC CIK 0000769963 0.498 479 57.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 57.1 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 57.0 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
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SMITH, MOORE & CO. CIK 0000200724 0.514 586 56.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 56.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 56.1 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 56.1 27.6% 1 +27.6 pp +27.6 pp +27.6 pp +27.6 pp
Clarius Group, LLC CIK 0001664214 0.831 384 56.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 53.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 53.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 53.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 53.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
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Greenline Partners, LLC CIK 0001697323 0.573 149 52.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Manske Wealth Management CIK 0002095143 0.466 226 52.4 17.3% 2 +3.0 pp +17.3 pp +17.3 pp +17.3 pp
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Obsido Oy CIK 0002067281 0.833 20 51.2 38.8% 2 +1.1 pp +38.8 pp +38.8 pp +38.8 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 50.6 23.5% 1 +23.5 pp +23.5 pp +23.5 pp +23.5 pp
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Invst, LLC CIK 0001867587 0.314 343 49.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 49.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 49.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 48.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Evanson Asset Management, LLC CIK 0001626379 0.793 321 48.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 48.4 14.6% 2 +0.2 pp +14.6 pp +14.6 pp +14.6 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 48.2 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
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OPUS INVESTMENT MANAGEMENT INC CIK 0001097833 0.586 31 47.8 31.7% 1 +31.7 pp +31.7 pp +31.7 pp +31.7 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 47.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 47.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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Family CFO Inc CIK 0001911695 0.752 47 46.8 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 46.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
White Wing Wealth Management CIK 0002001473 0.736 40 46.4 31.4% 1 +31.4 pp +31.4 pp +31.4 pp +31.4 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 45.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Altus Wealth Management, LLC CIK 0001802107 0.888 26 45.4 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 44.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 44.8 26.0% 1 +26.0 pp +26.0 pp +26.0 pp +26.0 pp
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FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 43.4 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
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Equita Financial Network, Inc. CIK 0001994461 0.692 95 42.8 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 42.5 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
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BCM ADVISORS, LLC CIK 0001373017 0.761 80 38.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
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Valmark Advisers, Inc. CIK 0001380443 0.907 726 38.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 37.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 37.6 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 37.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GenTrust, LLC CIK 0001697110 0.832 201 37.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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First PREMIER Bank CIK 0001653926 0.233 358 37.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
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CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 36.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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Breakwater Investment Management CIK 0002025925 0.462 600 36.6 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
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UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 36.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 35.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 35.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BFSG, LLC CIK 0001706836 0.376 765 34.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Keystone Financial Group CIK 0001729299 0.524 567 34.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 20.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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TSFG, LLC CIK 0001800513 0.413 891 19.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 18.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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CVA Family Office, LLC CIK 0001802084 0.571 1801 8.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 8.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 8.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 8.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 8.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 8.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
SWMG, LLC CIK 0001839255 0.473 100 8.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 8.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 8.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 8.6 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 8.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sunpointe, LLC CIK 0002012181 0.156 281 8.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 8.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
NRI Wealth Management LC CIK 0002027950 0.718 31 8.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
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BayBridge Capital Group, LLC CIK 0001898297 0.330 96 8.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 8.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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Highland Financial Advisors, LLC CIK 0001939237 0.690 73 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Ramiah Investment Group CIK 0001566307 0.000 79 8.3 8.9% 3 +1.3 pp +1.1 pp +8.9 pp +8.9 pp
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Pullen Investment Management, LLC CIK 0002011668 0.100 98 8.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Curi Capital, LLC CIK 0001332905 0.548 888 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Next Capital Management LLC CIK 0001752762 0.504 138 8.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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Trust Co CIK 0001632554 0.769 908 8.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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S.A. Mason LLC CIK 0001800911 0.217 282 8.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SigFig Wealth Management, LLC CIK 0001696957 0.938 142 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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BSW Wealth Partners CIK 0001512601 0.641 331 7.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Petix & Botte Co CIK 0001803255 0.507 144 7.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 7.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 7.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 7.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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Blue Trust, Inc. CIK 0001856022 0.912 2446 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
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TRUST CO OF VERMONT CIK 0001134008 0.582 1154 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Orcam Financial Group CIK 0001905367 0.304 105 7.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
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EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 7.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 7.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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Global Wealth Management, LLC CIK 0002039738 0.724 47 7.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
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NWAM LLC CIK 0001655006 0.392 684 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FC Advisory LLC CIK 0001683754 0.633 118 7.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Florida Trust Wealth Management Co CIK 0001651023 0.623 461 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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ABLE Financial Group, LLC CIK 0001977500 0.400 222 7.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Values Added Financial LLC CIK 0001973921 0.422 147 4.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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Cynosure Group, LLC CIK 0001763409 0.331 180 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IMS Capital Management CIK 0001343916 0.313 147 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Woodside Wealth Management LLC CIK 0002064883 0.677 45 4.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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Horan Securities, Inc. CIK 0001671623 0.663 152 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 2.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 2.4 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
New World Advisors LLC CIK 0001767724 0.874 125 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Innova Wealth Partners CIK 0001888831 0.101 167 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.3 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SFMG, LLC CIK 0001512026 0.796 334 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 2.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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Whelan Financial CIK 0001894921 0.754 101 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 2.2 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
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HFG Advisors, Inc. CIK 0001911087 0.294 117 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SPC Financial, Inc. CIK 0001415201 0.541 278 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 2.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FLC Capital Advisors CIK 0001713697 0.549 229 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Neumann Capital Management, LLC CIK 0001631930 0.008 58 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Community Bank, N.A. CIK 0001632187 0.503 530 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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RDA Financial Network CIK 0001774086 0.257 284 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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ACAS, LLC CIK 0001859505 0.399 93 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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Net Worth Advisory Group CIK 0001791998 0.053 411 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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WMG Financial Advisors, LLC CIK 0001906711 0.626 105 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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RS CRUM INC. CIK 0001401459 0.764 103 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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LPWM LLC CIK 0001801101 0.514 98 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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United Community Bank CIK 0002000314 0.267 534 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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KPP Advisory Services LLC CIK 0001989349 0.345 361 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Triumph Capital Management CIK 0001730765 0.195 1861 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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BAXTER BROS INC CIK 0001096783 0.532 172 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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ADIRONDACK TRUST CO CIK 0001054257 0.390 558 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CNB Bank CIK 0001732074 0.306 518 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MYECFO, LLC CIK 0001986457 0.711 73 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sepio Capital, LP CIK 0001751412 0.794 346 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Realta Investment Advisors CIK 0001776792 0.189 378 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MFA Wealth Services CIK 0001989379 0.288 134 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ETF Store, Inc. CIK 0001911470 0.237 114 1.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Next Level Private LLC CIK 0001910366 0.538 174 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 1.7 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cypress Capital Group CIK 0001341748 0.370 314 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 1.6 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PARTHENON LLC CIK 0001088859 0.632 133 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FCA CORP /TX CIK 0001166402 0.236 203 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Apexium Financial, LP CIK 0001765285 0.880 288 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Family Manage LLC CIK 0001539947 0.277 323 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 1.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
XML Financial, LLC CIK 0001800465 0.420 447 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McHugh Group, LLC CIK 0002052657 0.526 86 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
1776 Wealth LLC CIK 0001803140 0.442 152 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financial Council, LLC CIK 0001883629 0.681 106 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Group Ltd CIK 0002010748 0.858 95 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HWG Holdings LP CIK 0001599390 0.277 44 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 1.5 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Encompass More Asset Management CIK 0002011218 0.126 270 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex LLC CIK 0001889147 0.576 180 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mason & Associates Inc CIK 0001917686 0.488 161 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Planning LLC CIK 0001790688 0.562 88 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SP Asset Management LLC CIK 0001962086 0.687 137 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
King Wealth Management Group CIK 0001568235 0.741 176 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 1.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NDVR, Inc. CIK 0002011247 0.416 121 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Riverview Trust Co CIK 0001593600 0.349 166 1.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Nebraska Trust Co CIK 2134841 0.657 231 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Robinswood Financial LLC CIK 2139748 0.585 435 1.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Providence Capital Advisors, LLC CIK 0001730814 0.167 385 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EQ LLC CIK 0001757605 0.412 87 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Financial Freedom, LLC CIK 0001965484 0.294 107 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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HF Advisory Group, LLC CIK 0001963169 0.209 168 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Arvest Bank Trust Division CIK 0001625959 0.680 240 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FARMERS TRUST CO CIK 0001318055 0.291 203 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Addison Advisors LLC CIK 0001843745 0.131 707 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Lutz Financial Services LLC CIK 0001737112 0.849 112 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Graney & King, LLC CIK 0002051568 0.377 383 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Flower City Capital CIK 0001808394 0.859 49 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Miramar Capital, LLC CIK 0001767812 0.462 57 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tidemark, LLC CIK 0002009591 0.305 935 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 1.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Balefire, LLC CIK 0001750924 0.097 475 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bollard Group LLC CIK 0001556218 0.801 308 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Boltwood Capital Management CIK 0001563690 0.369 192 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Pacific Financial CIK 0001810089 0.717 510 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
V2 Financial group LLC CIK 0002022843 0.490 123 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisor Resource Council CIK 0001820879 0.259 260 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Harbor Group, Inc. CIK 0001840486 0.638 115 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Headlands Technologies LLC CIK 0001570271 0.000 695 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Alliance Wealth Management Group CIK 0001623707 0.630 103 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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ZEGA Investments, LLC CIK 0002045703 0.596 215 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit X, LLC CIK 0001697729 0.000 0 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Ascentis Independent Advisors CIK 0001845003 0.000 355 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Lauer Wealth, LLC CIK 0001860063 0.284 58 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chico Wealth RIA CIK 0001926037 0.794 49 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Worth Asset Management, LLC CIK 0001927285 0.074 212 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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EWA, LLC CIK 0001835252 0.457 332 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Legacy Financial Group LLC CIK 0001834011 0.442 133 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Flagstone Financial Management CIK 0001968890 0.851 77 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DF DENT & CO INC CIK 0000934999 0.597 271 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sara-Bay Financial CIK 0001816444 0.680 87 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Guardian Partners Inc. CIK 0001884799 0.411 391 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Grange Capital, LLC CIK 0002048387 0.138 54 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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ERn Financial, LLC CIK 0001768302 0.529 161 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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DDD Partners, LLC CIK 0001729673 0.504 164 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TFG Advisers LLC CIK 0001806473 0.297 208 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Legacy CG, LLC CIK 0001904825 0.297 45 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Planning Center, Inc. CIK 0001910966 0.907 84 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Field & Main Bank CIK 0001594492 0.202 271 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NKCFO LLC CIK 0001757282 0.145 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROGCO, LP CIK 0001998892 0.631 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -6.3 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.1 pp -1.8 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -56.9 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VTI). Qtrs Held counts distinct quarters this fund has actually held VTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTI position size. Δ columns are the percentage-point change in VTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status