Signals

VTI

3870 in-universe funds with a nonzero position in VTI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#4
Score / z52.868 / 47.95
Consensus1147.16 over 2215 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+6% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 31,061.2 63.1% 3 +10.8 pp +7.9 pp +63.1 pp +6.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 11,842.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 9,140.1 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5,764.8 12.7% 5 -0.9 pp -1.1 pp -0.8 pp +0.9 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 4,600.8 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 4,583.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,312.5 0.9% 4 -0.4 pp -0.4 pp -0.5 pp +0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,116.7 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2,728.3 11.1% 4 -0.6 pp -1.2 pp -1.1 pp +11.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2,662.7 17.3% 4 -0.6 pp -0.9 pp -1.6 pp +17.3 pp
Creative Planning CIK 0001540235 0.979 4196 1,963.6 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,934.8 0.5% 4 -0.1 pp -0.0 pp -0.0 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 1,839.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1,777.9 24.8% 4 -1.9 pp -3.0 pp -2.6 pp +24.8 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1,603.7 30.4% 4 -0.3 pp -0.3 pp +0.1 pp +30.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,421.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1,215.1 6.8% 5 -0.2 pp -0.5 pp -0.6 pp -0.5 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 1,175.1 6.2% 4 -0.2 pp -0.4 pp -0.8 pp +6.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,079.4 1.1% 4 -0.0 pp -0.1 pp -0.3 pp +1.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 947.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 937.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 931.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 881.4 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 862.0 6.6% 4 +0.0 pp -0.1 pp +0.0 pp +6.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 841.9 1.2% 5 -0.1 pp -0.0 pp +0.4 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 835.2 8.8% 4 -0.2 pp -0.3 pp -0.3 pp +8.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 833.2 4.0% 4 -0.6 pp -1.2 pp -0.5 pp +4.0 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 829.5 34.0% 1 +34.0 pp +34.0 pp +34.0 pp +34.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 749.8 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 717.9 0.8% 4 -0.0 pp -0.1 pp +0.1 pp +0.8 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 715.8 12.4% 4 -0.7 pp -1.0 pp -1.0 pp +12.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 708.7 1.2% 4 +0.1 pp +0.4 pp +0.4 pp +1.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 664.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 655.7 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 637.0 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 631.7 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 615.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 605.3 0.9% 4 +0.0 pp -0.0 pp +0.4 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 594.5 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 556.7 8.8% 4 -0.2 pp -1.4 pp +4.4 pp +8.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 556.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 555.6 7.1% 4 -1.1 pp -1.2 pp -4.3 pp +7.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 526.1 1.8% 4 +0.0 pp +0.0 pp -0.0 pp +1.8 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 505.1 8.8% 4 -0.0 pp -0.0 pp -0.0 pp +8.8 pp
FMR LLC CIK 0000315066 0.989 5571 476.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 470.5 30.1% 4 -1.2 pp -1.3 pp -0.7 pp +30.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 447.9 13.3% 4 -0.3 pp -0.4 pp -0.4 pp +13.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 446.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 421.5 26.6% 1 +26.6 pp +26.6 pp +26.6 pp +26.6 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 417.5 1.1% 4 -0.4 pp -0.3 pp -0.4 pp +1.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 404.2 29.6% 4 -0.1 pp +2.6 pp +5.5 pp +29.6 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 395.6 34.3% 4 -32.9 pp -49.0 pp -48.7 pp +34.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 390.8 1.8% 4 +0.6 pp +0.7 pp +0.4 pp +1.8 pp
Truepoint, Inc. CIK 0001427748 0.954 160 378.0 8.4% 4 -0.6 pp -0.8 pp -0.8 pp +8.4 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 377.1 1.8% 4 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
Plancorp, LLC CIK 0001599579 0.797 425 375.2 10.7% 4 +0.2 pp +1.1 pp +2.1 pp +10.7 pp
Sageworth Trust Co CIK 0001482688 0.943 127 360.9 15.5% 4 -1.0 pp -2.3 pp -4.8 pp +15.5 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 358.7 36.1% 4 -0.6 pp -1.0 pp -1.0 pp +36.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 353.9 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 348.3 34.8% 4 -1.6 pp -3.1 pp -3.2 pp +34.8 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 347.7 4.0% 4 -0.5 pp -0.8 pp -0.8 pp +4.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 347.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 331.7 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 329.3 1.7% 4 -0.0 pp +0.4 pp +0.7 pp +1.7 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 311.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 311.0 16.7% 4 -0.4 pp -0.1 pp +0.1 pp +16.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 308.9 2.4% 4 -0.2 pp -1.0 pp -0.9 pp +2.4 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 299.3 13.0% 4 -2.2 pp -2.5 pp -1.9 pp +13.0 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 293.5 47.1% 5 +0.8 pp +6.6 pp +4.0 pp +4.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 290.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 288.8 0.5% 4 -0.0 pp -0.1 pp +0.1 pp +0.5 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 285.9 6.9% 3 +0.6 pp +0.0 pp +6.9 pp +6.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 276.2 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 273.2 50.9% 4 -2.1 pp -2.1 pp -2.1 pp +50.9 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 272.8 3.2% 3 +0.1 pp +0.2 pp +3.2 pp +3.2 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 267.8 24.0% 4 -0.0 pp -0.1 pp +0.2 pp +24.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 267.2 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 265.2 7.7% 4 -0.4 pp -0.0 pp -0.0 pp +7.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 260.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 258.8 2.9% 4 -0.4 pp -1.3 pp -2.7 pp +2.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 256.5 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 255.9 3.8% 4 -0.8 pp +0.4 pp +0.2 pp +3.8 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 255.7 22.7% 4 -1.5 pp -1.6 pp -2.0 pp +22.7 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 253.1 5.5% 4 +0.5 pp -2.1 pp -1.0 pp +5.5 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 250.0 73.9% 4 +2.2 pp +2.4 pp +2.8 pp +73.9 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 248.4 13.4% 4 -1.3 pp -2.6 pp -2.4 pp +13.4 pp
Hardy Reed LLC CIK 0001761871 0.866 252 247.2 18.0% 4 -0.2 pp -0.3 pp -0.6 pp +18.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 245.1 6.9% 4 +5.7 pp +1.2 pp +0.6 pp +6.9 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 243.5 18.2% 4 +0.3 pp -1.4 pp -1.0 pp +18.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 242.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
REBALANCE, LLC CIK 0001811052 0.941 103 237.6 13.8% 4 -0.8 pp -1.1 pp -1.6 pp +13.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 237.4 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 237.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 223.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 218.9 9.7% 4 -0.3 pp -0.2 pp +0.3 pp +9.7 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 216.0 35.4% 4 -1.7 pp -1.4 pp -1.7 pp +35.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 212.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 210.8 2.6% 4 -0.2 pp -0.3 pp -0.3 pp +2.6 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 208.2 3.8% 4 -0.2 pp -0.2 pp -0.3 pp +3.8 pp
Investure, LLC CIK 0001476993 0.837 17 207.1 10.2% 4 -1.6 pp -3.8 pp -6.7 pp +10.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 202.0 1.7% 6 +0.0 pp -0.0 pp +0.4 pp +0.3 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 196.3 12.0% 4 -0.7 pp -1.0 pp -1.2 pp +12.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 194.9 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 193.1 8.9% 4 +5.9 pp +7.2 pp +7.3 pp +8.9 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 191.3 1.9% 4 -0.1 pp -0.6 pp -0.5 pp +1.9 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 190.8 2.4% 4 +0.1 pp +0.1 pp +0.4 pp +2.4 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 190.6 15.8% 4 -1.5 pp -1.3 pp -1.2 pp +15.8 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 188.6 6.3% 4 +0.2 pp +3.0 pp +3.3 pp +6.3 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 187.3 33.4% 4 -0.4 pp -0.6 pp -1.2 pp +33.4 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 186.8 20.7% 4 -0.9 pp -1.1 pp -1.0 pp +20.7 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 186.4 5.1% 4 -0.0 pp +0.1 pp -0.3 pp +5.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 185.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 180.8 6.2% 4 -0.6 pp -1.1 pp -1.4 pp +6.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 177.2 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 174.2 1.6% 4 +1.0 pp +0.9 pp +1.0 pp +1.6 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 173.7 14.7% 4 -0.9 pp +3.0 pp +4.7 pp +14.7 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 172.9 45.3% 4 -0.1 pp +8.9 pp +9.1 pp +45.3 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 172.0 7.2% 4 -0.1 pp -0.1 pp +0.1 pp +7.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 169.9 1.3% 4 -0.1 pp -0.2 pp -0.5 pp +1.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 168.4 5.6% 4 -0.0 pp -0.3 pp -0.4 pp +5.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 165.3 0.9% 4 +0.2 pp +0.1 pp +0.2 pp +0.9 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 165.1 15.7% 4 -0.9 pp -0.8 pp -1.3 pp +15.7 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 163.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 162.7 24.0% 4 -0.9 pp -1.1 pp -0.7 pp +24.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 160.8 3.5% 4 -0.0 pp -0.3 pp -0.4 pp +3.5 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 159.4 0.8% 4 -0.2 pp -0.2 pp -0.1 pp +0.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 159.3 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
Wedmont Private Capital CIK 0001904274 0.771 949 158.6 5.1% 4 +0.1 pp +0.3 pp +0.3 pp +5.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 156.4 9.7% 4 -0.1 pp -0.3 pp -0.5 pp +9.7 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 153.6 12.3% 4 -0.5 pp +0.6 pp -1.1 pp +12.3 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 148.6 31.1% 4 -1.3 pp -1.5 pp -1.2 pp +31.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 148.3 5.0% 4 -0.2 pp -0.6 pp -0.7 pp +5.0 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 146.9 12.1% 4 -0.7 pp -0.8 pp -0.8 pp +12.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 146.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 144.9 51.1% 4 -2.5 pp -3.1 pp -2.2 pp +51.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 144.7 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 138.4 17.6% 4 -0.7 pp -0.9 pp +0.1 pp +17.6 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 138.0 13.7% 4 -0.1 pp -0.2 pp +0.1 pp +13.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 134.1 9.4% 4 +2.0 pp +1.6 pp +1.5 pp +9.4 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 132.9 17.2% 4 -0.3 pp -0.2 pp +0.3 pp +17.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 132.0 2.6% 4 +0.2 pp +0.1 pp -0.0 pp +2.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 131.9 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 131.7 33.0% 2 -1.4 pp +33.0 pp +33.0 pp +33.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 130.8 0.8% 4 -0.1 pp -0.4 pp -0.4 pp +0.8 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 127.5 26.3% 4 +0.6 pp -3.8 pp -3.3 pp +26.3 pp
Rainwater Charitable Foundation CIK 0001729139 0.860 4 126.6 65.4% 4 +4.8 pp +6.8 pp +3.5 pp +65.4 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 125.4 31.8% 4 -0.7 pp -0.1 pp +0.9 pp +31.8 pp
Avalon Advisory Group CIK 0001802119 0.899 14 124.5 50.2% 4 -0.5 pp -0.5 pp +0.2 pp +50.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 119.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 119.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 118.2 1.5% 4 -0.0 pp -0.0 pp -0.1 pp +1.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 117.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 116.9 10.2% 4 -0.2 pp +1.4 pp +1.6 pp +10.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 115.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 115.6 2.8% 4 -0.1 pp -1.1 pp -0.5 pp +2.8 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 115.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 114.2 14.8% 5 -0.4 pp -0.6 pp -0.8 pp +0.0 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 114.0 32.1% 4 -1.3 pp -1.7 pp -1.5 pp +32.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 112.4 8.3% 6 -0.6 pp -0.9 pp -0.9 pp -0.3 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 111.5 24.1% 4 -2.5 pp -2.7 pp -2.3 pp +24.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 110.7 4.3% 4 -0.1 pp -0.3 pp -0.5 pp +4.3 pp
Bell Bank CIK 0001002672 0.895 195 109.5 4.6% 4 -0.1 pp -0.2 pp -0.3 pp +4.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 108.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 108.6 2.3% 4 +0.0 pp -0.1 pp +0.1 pp +2.3 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 108.4 47.3% 1 +47.3 pp +47.3 pp -3.7 pp +47.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 108.2 3.9% 4 -0.3 pp -0.2 pp -0.2 pp +3.9 pp
LHM, INC. CIK 0002009224 0.733 24 108.1 42.6% 4 +0.4 pp +0.0 pp +2.0 pp +42.6 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 107.7 23.6% 4 -1.6 pp -2.1 pp -2.0 pp +23.6 pp
Busey Bank CIK 0001427202 0.741 388 107.5 2.9% 4 +0.1 pp +0.1 pp +0.0 pp +2.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 107.4 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 107.3 12.0% 4 +0.2 pp -0.6 pp -1.8 pp +12.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 107.3 4.4% 4 +0.3 pp -0.9 pp -1.4 pp +4.4 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 106.6 7.6% 4 +0.2 pp +0.5 pp +0.6 pp +7.6 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 104.7 16.8% 4 -1.4 pp -2.8 pp -3.6 pp +16.8 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 103.8 32.7% 4 +0.4 pp -2.3 pp -3.3 pp +32.7 pp
Cliffwater LLC CIK 0001659851 0.854 22 103.2 27.3% 4 +3.1 pp +3.3 pp +5.5 pp +27.3 pp
Stash Investments, LLC CIK 0002008308 0.898 17 103.1 40.0% 4 -0.2 pp -0.5 pp -0.3 pp +40.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 102.9 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 102.8 6.0% 4 -0.2 pp -0.3 pp -0.1 pp +6.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 101.9 5.3% 4 -0.1 pp -0.0 pp +0.1 pp +5.3 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 100.6 6.5% 4 +1.5 pp +1.2 pp +0.7 pp +6.5 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 100.5 2.0% 4 -0.1 pp -0.3 pp -0.3 pp +2.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 100.3 1.0% 4 -0.1 pp +0.6 pp +0.7 pp +1.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 99.7 3.5% 4 +0.3 pp +0.3 pp +0.1 pp +3.5 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 99.4 31.2% 4 -1.3 pp -1.7 pp -1.5 pp +31.2 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 97.9 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 96.2 1.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.9 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 95.1 2.9% 4 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 94.7 24.8% 4 -1.3 pp -3.0 pp -2.8 pp +24.8 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 93.5 50.8% 4 +0.0 pp +1.3 pp +1.9 pp +50.8 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 93.3 3.9% 6 +0.3 pp +1.6 pp +1.6 pp +1.4 pp
AMG National Trust Bank CIK 0001388829 0.744 439 93.2 2.0% 4 -0.2 pp -0.2 pp -0.2 pp +2.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 91.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 90.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AEGON USA Investment Management, LLC CIK 0001454937 0.751 42 89.8 70.3% 4 +2.9 pp +5.4 pp +3.4 pp +70.3 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 89.7 27.7% 4 +0.0 pp +0.1 pp +0.4 pp +27.7 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 88.9 2.7% 5 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 88.8 8.9% 4 +0.1 pp -0.0 pp +0.1 pp +8.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 88.5 0.7% 4 -0.2 pp -0.5 pp -0.6 pp +0.7 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 88.5 40.2% 4 +0.3 pp +2.2 pp +2.0 pp +40.2 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 88.4 21.0% 4 -0.4 pp -0.5 pp -0.2 pp +21.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 88.3 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 88.2 2.6% 4 +0.0 pp +0.0 pp +0.1 pp +2.6 pp
GSG Advisors LLC CIK 0001995773 0.640 148 87.6 22.8% 4 -0.3 pp -0.5 pp -0.9 pp +22.8 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 87.3 5.2% 4 +0.3 pp +0.4 pp +0.7 pp +5.2 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 85.6 4.1% 4 -1.3 pp -1.5 pp -1.9 pp +4.1 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 85.5 38.7% 3 -1.7 pp -2.8 pp +38.7 pp +38.7 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 85.3 0.4% 2 -0.0 pp +0.4 pp +0.0 pp +0.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 83.4 1.9% 4 -0.0 pp +0.1 pp -0.1 pp +1.9 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 83.1 1.2% 4 -0.1 pp -0.5 pp -0.6 pp +1.2 pp
&PARTNERS CIK 0000107136 0.806 2509 83.0 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 82.9 5.0% 4 -0.1 pp +0.8 pp +0.9 pp +5.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 82.7 7.4% 4 -0.2 pp -0.1 pp +0.1 pp +7.4 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 81.7 58.5% 4 -3.0 pp -8.9 pp -9.1 pp +58.5 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 80.9 11.4% 4 -2.1 pp -2.6 pp +10.0 pp +11.4 pp
Operose Advisors LLC CIK 0001909750 0.647 522 79.1 18.3% 4 -0.1 pp -1.3 pp -0.8 pp +18.3 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 78.4 16.0% 3 -0.9 pp -0.8 pp +16.0 pp +16.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 78.0 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 77.8 39.0% 5 -1.3 pp -1.2 pp +2.4 pp +4.2 pp
St. Louis Trust Co CIK 0001661144 0.000 125 77.6 9.1% 4 -0.0 pp -0.6 pp -0.4 pp +9.1 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 77.0 10.9% 4 +0.1 pp -0.1 pp +0.1 pp +10.9 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 76.5 25.7% 4 -1.0 pp -1.6 pp -1.4 pp +25.7 pp
Ellevest, Inc. CIK 0001644128 0.537 469 75.1 10.4% 4 -0.0 pp +0.1 pp +0.2 pp +10.4 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 75.0 39.4% 1 +39.4 pp +39.4 pp +39.4 pp +39.4 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 74.4 1.8% 4 -0.1 pp -0.4 pp -0.4 pp +1.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 73.6 7.1% 4 -0.1 pp -0.2 pp -0.6 pp +7.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 73.5 0.2% 4 -0.1 pp -0.8 pp -1.2 pp +0.2 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 73.1 11.9% 4 +0.7 pp +0.3 pp +0.5 pp +11.9 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 72.6 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 72.3 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 71.9 0.7% 4 -0.0 pp -0.2 pp +0.1 pp +0.7 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 71.3 8.5% 4 -0.5 pp -0.8 pp -1.2 pp +8.5 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 70.9 9.5% 2 -0.4 pp +9.5 pp +9.5 pp +9.5 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 70.3 19.8% 4 +0.0 pp +0.0 pp +0.4 pp +19.8 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 69.4 0.9% 4 +0.0 pp +0.3 pp +0.3 pp +0.9 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 69.2 5.2% 4 -0.1 pp -0.1 pp +0.0 pp +5.2 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 69.2 3.9% 4 -0.3 pp -0.5 pp -1.3 pp +3.9 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 69.0 2.4% 4 -0.3 pp -0.3 pp -0.2 pp +2.4 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 69.0 7.9% 4 -0.7 pp -1.8 pp -1.9 pp +7.9 pp
Independent Order of Foresters CIK 0001538037 0.806 2 68.6 67.4% 4 +25.6 pp +25.6 pp +25.6 pp +67.4 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 68.6 18.0% 4 -0.4 pp -0.4 pp -0.5 pp +18.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 68.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
First Bank & Trust CIK 0001692632 0.535 270 68.1 11.0% 4 -0.7 pp -0.8 pp -0.7 pp +11.0 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 67.4 25.0% 4 -2.9 pp -1.8 pp -0.1 pp +25.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 67.3 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 66.7 31.7% 4 -0.9 pp -1.5 pp -2.6 pp +31.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 66.6 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Obsido Oy CIK 0002067281 0.833 20 66.5 40.2% 5 -0.5 pp -0.1 pp +1.4 pp +2.5 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 66.3 6.4% 4 -0.2 pp -0.6 pp -1.1 pp +6.4 pp
CWM, LLC CIK 0001535847 0.788 5645 66.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 65.4 3.9% 4 -0.7 pp -0.7 pp -0.7 pp +3.9 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 64.5 18.8% 4 -1.4 pp -1.4 pp -1.9 pp +18.8 pp
BAILARD, INC. CIK 0000750641 0.578 763 63.9 1.5% 4 -0.0 pp +0.0 pp +0.0 pp +1.5 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 62.8 0.6% 4 -0.0 pp -0.1 pp +0.0 pp +0.6 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 62.2 5.5% 1 +5.5 pp -5.7 pp -5.4 pp +5.5 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 61.9 4.0% 4 -0.1 pp -0.0 pp -0.2 pp +4.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 61.0 1.7% 1 +1.7 pp +1.7 pp -0.2 pp +1.7 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 61.0 5.0% 4 -0.4 pp -0.5 pp -0.7 pp +5.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 60.9 4.4% 4 -0.3 pp +0.5 pp +0.4 pp +4.4 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 60.7 4.4% 4 -0.4 pp -0.3 pp -0.3 pp +4.4 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 59.8 2.6% 4 +0.1 pp +0.2 pp +0.2 pp +2.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 59.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Manske Wealth Management CIK 0002095143 0.466 226 59.5 16.7% 5 -0.5 pp -0.7 pp -0.7 pp +2.4 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 59.2 20.3% 4 -3.7 pp -4.9 pp -5.0 pp +20.3 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 59.1 24.0% 4 -0.2 pp +0.3 pp +0.8 pp +24.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 59.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 58.9 4.0% 4 +0.0 pp -0.3 pp -0.3 pp +4.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 58.4 2.9% 4 -0.2 pp -0.8 pp +2.1 pp +2.9 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 57.7 4.9% 4 -0.8 pp -1.8 pp -2.4 pp +4.9 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 57.5 11.4% 4 +0.6 pp +1.0 pp +1.5 pp +11.4 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 57.3 33.4% 4 -2.0 pp -2.2 pp -2.3 pp +33.4 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 56.7 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 56.3 8.8% 6 -0.1 pp -1.1 pp -1.0 pp -0.6 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 56.3 0.6% 4 -0.0 pp -0.2 pp -0.3 pp +0.6 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 56.1 4.2% 4 -0.7 pp -1.4 pp -1.7 pp +4.2 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 56.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 55.8 6.0% 4 -0.6 pp -0.8 pp -1.1 pp +6.0 pp
Kearns & Associates LLC CIK 0001908695 0.848 41 55.7 30.0% 4 -0.3 pp -0.5 pp -0.3 pp +30.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 55.6 8.6% 4 +0.4 pp +0.3 pp +0.4 pp +8.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 55.0 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 54.7 25.6% 4 -1.2 pp -1.1 pp -0.4 pp +25.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 54.6 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
Choate Investment Advisors CIK 0001399794 0.922 472 54.5 1.1% 4 -0.0 pp +0.1 pp +0.4 pp +1.1 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 54.4 28.1% 4 -0.6 pp +1.6 pp +1.5 pp +28.1 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 54.3 21.3% 4 -0.1 pp +0.0 pp -0.2 pp +21.3 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 54.0 16.9% 4 -0.2 pp -2.7 pp -2.2 pp +16.9 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 53.9 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 53.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 53.3 5.9% 4 +1.1 pp +1.1 pp -0.2 pp +5.9 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 53.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 53.0 3.3% 4 -0.9 pp +0.6 pp -3.0 pp +3.3 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 52.8 21.2% 4 -1.0 pp -2.4 pp -2.3 pp +21.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 52.6 2.8% 4 -0.1 pp -0.2 pp -0.2 pp +2.8 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 52.5 10.5% 4 -0.3 pp -0.5 pp -0.1 pp +10.5 pp
Diversified Trust Co CIK 0001479844 0.817 1115 52.0 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
Invst, LLC CIK 0001867587 0.314 343 51.7 5.8% 4 -0.3 pp -0.3 pp -0.4 pp +5.8 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 51.6 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 51.3 11.1% 4 -1.1 pp -1.8 pp -1.1 pp +11.1 pp
OPUS INVESTMENT MANAGEMENT INC CIK 0001097833 0.586 31 50.9 30.4% 4 -2.0 pp -1.6 pp -1.4 pp +30.4 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 50.8 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 50.5 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
Ashford Advisors, LLC CIK 0001861158 0.927 23 50.5 11.8% 4 +0.2 pp +0.3 pp +0.2 pp +11.8 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 50.1 2.8% 4 -1.0 pp -1.2 pp -1.0 pp +2.8 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 49.9 0.6% 4 -0.3 pp +0.0 pp +0.0 pp +0.6 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 49.7 6.3% 4 +0.5 pp +0.5 pp -0.0 pp +6.3 pp
Family CFO Inc CIK 0001911695 0.752 47 49.5 22.2% 4 -1.1 pp -1.3 pp -1.2 pp +22.2 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 49.5 3.3% 4 -0.2 pp -2.1 pp -1.7 pp +3.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 49.3 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 49.1 22.4% 2 -1.6 pp +22.4 pp +22.4 pp +22.4 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 48.6 8.6% 4 -0.7 pp -0.0 pp +0.0 pp +8.6 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 48.3 15.2% 4 -1.0 pp -1.3 pp -1.8 pp +15.2 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 48.3 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
Altus Wealth Management, LLC CIK 0001802107 0.888 26 48.2 21.4% 4 -0.3 pp -0.6 pp -0.3 pp +21.4 pp
PFG Advisors CIK 0001694435 0.248 791 48.2 2.3% 3 +0.0 pp +0.4 pp +2.3 pp +2.3 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 48.2 6.6% 4 -2.4 pp -3.0 pp -3.3 pp +6.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 48.1 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 47.9 18.9% 4 -1.2 pp -1.5 pp -0.9 pp +18.9 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 47.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 47.1 6.8% 4 -0.3 pp -0.2 pp -0.2 pp +6.8 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 46.9 13.0% 5 -2.3 pp -2.8 pp -1.6 pp -1.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 46.7 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
National Philanthropic Trust CIK 0001785342 0.575 409 46.3 0.5% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 46.2 2.8% 4 -0.2 pp -0.2 pp -0.2 pp +2.8 pp
jvl associates llc CIK 0001915765 0.770 79 46.1 15.4% 4 -0.5 pp -0.5 pp -0.6 pp +15.4 pp
J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 46.0 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 45.4 9.3% 4 -0.7 pp -1.1 pp -1.7 pp +9.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 45.3 1.3% 4 -0.3 pp -0.5 pp -0.7 pp +1.3 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 45.1 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 45.0 30.2% 4 -1.1 pp -1.1 pp +0.7 pp +30.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 44.9 1.0% 4 +0.0 pp +0.1 pp +0.2 pp +1.0 pp
Optas, LLC CIK 0001802961 0.460 494 44.7 6.8% 4 -0.4 pp +0.4 pp +2.0 pp +6.8 pp
Briggs Wealth Management, Inc CIK 0002109156 0.631 61 44.5 47.2% 1 +47.2 pp +47.2 pp +47.2 pp +47.2 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 44.4 12.6% 4 -0.4 pp -0.3 pp -0.5 pp +12.6 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 44.1 9.3% 4 -1.5 pp -1.0 pp -0.1 pp +9.3 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 43.5 5.7% 4 -0.4 pp -0.6 pp -5.0 pp +5.7 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 43.4 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 43.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Western Trust Bank CIK 0001513189 0.923 215 43.4 2.2% 4 +2.2 pp +0.2 pp +0.3 pp +2.2 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 43.2 7.9% 4 -0.1 pp -2.1 pp -1.9 pp +7.9 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 43.2 0.8% 3 +0.0 pp +0.4 pp +0.8 pp +0.8 pp
Michael & Susan Dell Foundation CIK 0001599858 0.958 7 43.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 43.2 12.9% 4 -1.0 pp -1.2 pp -1.1 pp +12.9 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 43.1 50.9% 4 +0.0 pp +0.7 pp +0.6 pp +50.9 pp
White Wing Wealth Management CIK 0002001473 0.735 40 43.0 25.8% 4 -0.6 pp -3.6 pp -5.6 pp +25.8 pp
Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 43.0 34.0% 4 -0.9 pp -1.0 pp +29.1 pp +34.0 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 42.9 7.0% 4 +0.0 pp -0.3 pp -0.5 pp +7.0 pp
Balentine LLC CIK 0001586678 0.932 243 42.7 1.7% 4 -0.0 pp +0.0 pp +0.0 pp +1.7 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 42.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 42.5 1.9% 5 -0.2 pp -0.0 pp -0.1 pp -0.2 pp
Gross & Hartman Investments LLC CIK 0001966094 0.730 80 42.4 22.1% 1 +22.1 pp +22.1 pp +22.1 pp +22.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 41.7 4.8% 4 +1.8 pp -0.7 pp -0.6 pp +4.8 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 41.7 10.6% 4 -1.1 pp -1.1 pp -0.9 pp +10.6 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 41.4 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 41.4 12.8% 4 -0.2 pp -0.3 pp +1.2 pp +12.8 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 41.2 32.2% 1 +32.2 pp +32.2 pp +32.2 pp +32.2 pp
CGN Advisors LLC CIK 0001841506 0.595 322 41.2 3.3% 4 -0.1 pp -0.2 pp -0.1 pp +3.3 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 41.2 15.8% 4 -0.2 pp -1.6 pp -2.0 pp +15.8 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 40.9 27.9% 4 -6.1 pp -6.8 pp -5.6 pp +27.9 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 40.8 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
BCM ADVISORS, LLC CIK 0001373017 0.761 80 40.7 8.0% 4 -0.3 pp -0.5 pp -0.2 pp +8.0 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 40.5 27.1% 4 -0.0 pp -0.4 pp -0.0 pp +27.1 pp
BFSG, LLC CIK 0001706836 0.376 765 40.5 3.8% 4 -0.1 pp +0.2 pp -0.1 pp +3.8 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 40.0 12.0% 4 -4.3 pp -3.9 pp -1.2 pp +12.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 39.8 3.1% 4 -0.0 pp -0.0 pp -0.1 pp +3.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 39.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 39.7 9.7% 4 +0.2 pp +1.3 pp +1.2 pp +9.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 39.6 1.2% 6 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 39.5 8.9% 4 -7.2 pp -7.7 pp -7.5 pp +8.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 39.1 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 39.1 2.7% 4 -0.3 pp -0.5 pp -0.5 pp +2.7 pp
BWM Planning, LLC CIK 0002039698 0.671 99 39.0 10.3% 4 +0.3 pp +0.5 pp +0.8 pp +10.3 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 38.9 3.7% 4 -0.2 pp -0.2 pp -0.3 pp +3.7 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 38.9 2.5% 4 -0.2 pp -0.3 pp -0.1 pp +2.5 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 38.7 10.6% 3 -0.7 pp -1.2 pp +10.6 pp +10.6 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 38.6 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 38.5 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 38.2 1.8% 4 +0.1 pp -0.1 pp -0.2 pp +1.8 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 38.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Breakwater Investment Management CIK 0002025925 0.462 600 37.7 14.0% 4 -0.6 pp -0.5 pp -0.1 pp +14.0 pp
OLIO Financial Planning CIK 0001906766 0.888 68 37.4 10.4% 4 -0.8 pp -1.6 pp -2.1 pp +10.4 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 37.3 6.0% 4 -0.8 pp -1.2 pp -5.1 pp +6.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 36.9 1.5% 4 -0.2 pp +0.5 pp +0.5 pp +1.5 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 36.8 22.7% 4 -0.1 pp +0.8 pp +4.7 pp +22.7 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 36.6 4.5% 4 -0.1 pp +0.1 pp -0.2 pp +4.5 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 36.5 9.6% 4 -0.7 pp -2.9 pp -2.0 pp +9.6 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 35.4 8.1% 4 -0.2 pp -0.1 pp +0.2 pp +8.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 35.3 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 35.1 3.7% 4 -0.4 pp -0.6 pp -0.1 pp +3.7 pp
Roundview Capital LLC CIK 0001476804 0.530 349 35.0 2.2% 4 -0.0 pp -0.0 pp -0.0 pp +2.2 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 34.8 7.0% 4 -2.3 pp -1.5 pp -1.6 pp +7.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 34.8 15.2% 1 +15.2 pp +15.2 pp -0.4 pp +15.2 pp
First PREMIER Bank CIK 0001653926 0.233 358 34.8 8.0% 4 -0.7 pp -0.9 pp -0.9 pp +8.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 34.7 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 34.6 1.5% 4 -0.1 pp -0.1 pp -0.0 pp +1.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 34.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 34.3 12.1% 4 +0.2 pp +2.2 pp +3.7 pp +12.1 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 34.3 3.2% 6 -0.1 pp +1.2 pp +1.0 pp +0.4 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 34.1 5.5% 4 -1.3 pp -1.7 pp -1.7 pp +5.5 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 34.1 18.6% 4 -0.4 pp -1.3 pp -1.8 pp +18.6 pp
STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 33.8 24.2% 1 +24.2 pp +24.2 pp +24.2 pp +24.2 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 33.6 12.6% 4 -0.6 pp -0.8 pp -0.9 pp +12.6 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 33.5 1.1% 4 -0.0 pp -0.0 pp -1.1 pp +1.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 33.4 3.0% 4 -1.1 pp -2.4 pp -3.1 pp +3.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 33.4 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 33.3 4.7% 4 -0.5 pp -0.9 pp -1.1 pp +4.7 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 33.3 5.1% 4 -0.4 pp -0.6 pp -0.9 pp +5.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 33.3 4.3% 4 -0.1 pp +0.1 pp +0.0 pp +4.3 pp
Midwest Trust Co CIK 0002077080 0.757 606 33.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
GenTrust, LLC CIK 0001697110 0.832 201 33.1 1.4% 4 -0.2 pp -0.3 pp -0.3 pp +1.4 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 32.9 1.1% 4 -0.1 pp -0.0 pp -0.1 pp +1.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 32.9 1.8% 4 -0.1 pp -0.1 pp -0.1 pp +1.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 32.7 1.0% 4 -0.0 pp +0.7 pp +0.7 pp +1.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 32.5 3.2% 4 -0.1 pp -0.0 pp -0.1 pp +3.2 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 32.3 6.6% 4 -0.2 pp -0.5 pp -0.6 pp +6.6 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 32.3 4.0% 4 +0.0 pp -0.9 pp -1.4 pp +4.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 32.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 32.2 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
World Investment Advisors CIK 0001652594 0.670 1523 32.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 0.595 56 32.1 18.7% 4 +0.1 pp +0.3 pp +0.4 pp +18.7 pp
David Kennon Inc CIK 0001954126 0.575 45 31.9 11.5% 4 -0.7 pp -0.7 pp -0.5 pp +11.5 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 31.5 11.0% 4 +0.0 pp -0.2 pp +0.4 pp +11.0 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 31.5 7.0% 5 -0.3 pp -0.4 pp -0.4 pp -0.0 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 31.1 3.6% 4 +0.1 pp +0.1 pp +0.4 pp +3.6 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 31.1 10.7% 4 +0.2 pp +0.5 pp +0.9 pp +10.7 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 31.1 17.7% 6 -1.1 pp -1.7 pp -3.3 pp -2.2 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 31.0 2.0% 4 -0.0 pp -0.0 pp -0.0 pp +2.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 30.9 3.8% 4 +0.2 pp +0.2 pp +0.1 pp +3.8 pp
Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 30.8 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 30.7 3.8% 4 +0.3 pp +0.4 pp +0.5 pp +3.8 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 30.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 30.3 1.9% 4 -0.1 pp -0.1 pp +0.0 pp +1.9 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 30.3 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
MAYPORT, LLC CIK 0001922875 0.801 134 30.3 5.6% 4 -0.5 pp -0.4 pp -0.6 pp +5.6 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 30.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 30.1 3.4% 4 +0.0 pp -0.5 pp +0.3 pp +3.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 30.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 29.9 5.2% 4 -1.8 pp -1.8 pp -1.6 pp +5.2 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 29.8 1.6% 1 +1.6 pp +1.6 pp +0.5 pp +1.6 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 29.7 7.5% 4 -0.5 pp -0.7 pp -1.0 pp +7.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 29.6 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 29.4 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 28.9 19.7% 4 -0.7 pp -1.2 pp -0.7 pp +19.7 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 28.9 4.8% 4 -0.2 pp -0.1 pp -0.3 pp +4.8 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 28.7 13.1% 6 +0.5 pp -0.6 pp -0.3 pp +0.5 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 28.6 5.0% 4 -0.4 pp -0.3 pp +0.1 pp +5.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 28.3 0.4% 4 +0.0 pp -0.3 pp -0.3 pp +0.4 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 28.3 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 28.3 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 28.2 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 28.1 2.8% 4 -0.0 pp +0.0 pp +0.2 pp +2.8 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 28.1 10.6% 4 +0.1 pp -0.5 pp +1.8 pp +10.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 28.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 27.8 0.7% 4 +0.2 pp +0.2 pp +0.0 pp +0.7 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 27.7 23.4% 4 -0.2 pp +4.1 pp +4.3 pp +23.4 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 27.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 27.7 5.3% 4 -0.2 pp -0.3 pp -0.2 pp +5.3 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 27.7 7.9% 4 +0.1 pp +0.0 pp -0.0 pp +7.9 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 27.6 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 27.5 4.0% 4 -0.2 pp +0.2 pp -0.1 pp +4.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 27.2 1.6% 4 -0.1 pp -0.0 pp -0.1 pp +1.6 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 27.2 10.3% 4 -0.8 pp -1.1 pp -1.1 pp +10.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 27.1 2.6% 4 +0.0 pp -0.1 pp -0.2 pp +2.6 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 26.9 14.6% 5 -0.2 pp -0.1 pp +0.4 pp +2.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 26.8 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 26.7 4.3% 4 -0.2 pp -0.5 pp -0.5 pp +4.3 pp
Cordant, Inc. CIK 0001830942 0.705 353 26.5 10.8% 4 -0.5 pp -0.9 pp -0.6 pp +10.8 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 26.2 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 26.1 1.4% 4 -0.0 pp -0.0 pp -0.0 pp +1.4 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 26.0 5.2% 4 -0.5 pp -0.7 pp -0.9 pp +5.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 26.0 0.4% 6 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
Axos Invest Inc. CIK 0002042928 0.763 20 26.0 19.6% 4 -5.8 pp -15.6 pp -21.7 pp +19.6 pp
Latigo Investments, LLC CIK 0001914668 0.838 14 25.9 12.9% 4 -0.4 pp -0.5 pp +0.3 pp +12.9 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 25.9 5.8% 4 -0.2 pp +5.7 pp +1.3 pp +5.8 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 25.7 7.1% 4 -1.1 pp -1.6 pp -2.0 pp +7.1 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 25.6 2.8% 4 -0.4 pp -0.8 pp -1.1 pp +2.8 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 25.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 25.5 3.8% 4 -0.4 pp -0.7 pp -1.0 pp +3.8 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 25.5 1.8% 4 -0.0 pp -0.7 pp -0.3 pp +1.8 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 25.1 20.6% 4 -0.5 pp +0.2 pp +0.8 pp +20.6 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 25.1 10.2% 4 +0.2 pp +1.1 pp +2.3 pp +10.2 pp
Financial Architects, LLC CIK 0002008540 0.807 24 25.0 13.2% 4 -1.4 pp -2.1 pp -2.5 pp +13.2 pp
Firestone Capital Management CIK 0001799964 0.602 168 25.0 5.2% 4 -0.3 pp -0.3 pp -0.3 pp +5.2 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 25.0 5.3% 4 -0.4 pp -0.7 pp -1.1 pp +5.3 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 24.9 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 24.8 16.5% 4 -0.3 pp -0.6 pp -0.4 pp +16.5 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 24.8 0.4% 4 -0.1 pp -0.2 pp -0.0 pp +0.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 24.7 0.8% 4 -0.0 pp -0.1 pp +0.3 pp +0.8 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 24.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Carter Financial, LLC CIK 0002115533 0.799 33 24.7 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 24.7 5.5% 4 +0.2 pp +0.3 pp +0.4 pp +5.5 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 24.7 10.0% 4 -0.5 pp -0.3 pp +4.1 pp +10.0 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 24.3 14.3% 4 -0.3 pp -0.7 pp -0.5 pp +14.3 pp
Clarity Wealth Development LLC CIK 0002048774 0.213 59 24.2 19.8% 4 -0.5 pp -0.8 pp +0.0 pp +19.8 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 23.8 1.1% 4 -0.0 pp -0.0 pp +0.2 pp +1.1 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 23.8 8.8% 4 -0.3 pp -0.0 pp +0.2 pp +8.8 pp
Dakota Wealth Management CIK 0001631353 0.544 771 23.6 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 23.5 0.9% 4 +0.0 pp +0.0 pp -0.1 pp +0.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 23.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 23.4 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 23.3 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 23.2 12.6% 4 -0.6 pp -0.8 pp -0.9 pp +12.6 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 23.1 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 23.0 17.1% 4 -0.6 pp -0.4 pp -1.4 pp +17.1 pp
HT Partners LLC CIK 0001552999 0.865 53 22.9 6.9% 4 -0.2 pp -0.2 pp +0.4 pp +6.9 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 22.9 15.1% 4 -0.9 pp -0.6 pp -0.2 pp +15.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 22.7 9.3% 4 -0.1 pp -0.5 pp -0.2 pp +9.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 22.6 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 22.6 4.4% 4 +0.0 pp +0.2 pp +0.4 pp +4.4 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 22.6 3.0% 4 -0.3 pp -0.3 pp -0.3 pp +3.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 22.6 1.5% 4 -0.2 pp -0.2 pp -0.2 pp +1.5 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 22.5 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 22.4 1.3% 4 -0.7 pp -0.8 pp -0.8 pp +1.3 pp
Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 22.4 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 22.3 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
WealthCollab, LLC CIK 0002017870 0.551 969 22.2 9.2% 4 +0.5 pp +0.2 pp +0.8 pp +9.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 22.2 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 22.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 22.1 4.4% 4 +4.1 pp +4.1 pp +4.1 pp +4.4 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 22.1 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 22.0 10.3% 4 -0.7 pp -0.2 pp -0.5 pp +10.3 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 21.9 6.5% 6 -0.3 pp -1.0 pp -0.9 pp -0.9 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 21.9 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 21.9 2.8% 4 -0.2 pp -0.5 pp -0.6 pp +2.8 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 21.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 21.7 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
REDW Wealth LLC CIK 0001688931 0.503 104 21.7 8.7% 4 -0.7 pp -0.8 pp -1.1 pp +8.7 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 21.7 4.8% 4 -0.1 pp -0.2 pp -0.1 pp +4.8 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 21.6 2.3% 4 +1.6 pp +1.8 pp +1.8 pp +2.3 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 21.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 21.4 17.0% 4 -1.1 pp -3.4 pp -2.4 pp +17.0 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 21.3 6.8% 4 +0.0 pp +0.2 pp +0.6 pp +6.8 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 21.3 13.3% 4 +0.3 pp +1.5 pp +2.0 pp +13.3 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 21.1 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 21.1 7.4% 4 -4.3 pp -4.2 pp -4.1 pp +7.4 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 21.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ArchPoint Investors CIK 0001483472 0.607 80 21.1 5.0% 4 -0.2 pp -0.9 pp -0.9 pp +5.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 21.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 21.0 2.7% 4 +0.6 pp +2.4 pp +2.5 pp +2.7 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 20.9 1.0% 4 +0.0 pp +0.6 pp +0.5 pp +1.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 20.9 7.7% 6 -1.8 pp -1.6 pp -1.2 pp -1.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 20.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 20.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SVRN Asset Management, LLC CIK 0002094004 0.445 51 20.7 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
URS Advisory LLC CIK 0002111352 0.462 61 20.7 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 20.4 1.2% 4 +0.6 pp +0.6 pp +0.6 pp +1.2 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 20.4 4.8% 4 -0.0 pp -0.6 pp -0.7 pp +4.8 pp
Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 20.3 12.1% 5 -0.3 pp -1.0 pp -1.6 pp -2.6 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 20.3 4.0% 5 -0.2 pp -0.5 pp +0.2 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 20.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 20.2 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 20.2 5.4% 4 -0.3 pp -0.4 pp -0.7 pp +5.4 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 20.1 2.5% 4 -0.1 pp -0.1 pp -0.2 pp +2.5 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 20.0 11.1% 4 -0.5 pp -1.3 pp +0.1 pp +11.1 pp
Addis & Hill, Inc CIK 0002016470 0.789 29 20.0 12.2% 4 -0.7 pp -1.2 pp -1.3 pp +12.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 20.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 19.9 10.0% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 19.9 1.3% 4 -0.0 pp +0.1 pp +0.1 pp +1.3 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 19.7 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 19.7 8.5% 4 -0.8 pp -1.4 pp -0.9 pp +8.5 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.6 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 19.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.6 0.3% 4 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 19.5 1.2% 4 -0.1 pp +0.1 pp +0.1 pp +1.2 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 19.3 3.3% 4 -0.1 pp +0.2 pp -0.3 pp +3.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 19.3 0.5% 2 +0.4 pp +0.5 pp +0.4 pp +0.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 18.9 1.9% 4 +0.1 pp -0.0 pp +0.0 pp +1.9 pp
VVR Holdings LLC CIK 0002070884 0.604 38 18.9 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 18.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 18.8 7.3% 4 -0.3 pp +0.3 pp +0.4 pp +7.3 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 18.7 11.1% 4 -0.6 pp -0.8 pp -0.3 pp +11.1 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 18.7 2.0% 4 -0.2 pp -0.2 pp -0.3 pp +2.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 18.6 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 18.5 2.8% 4 -0.3 pp -0.2 pp -0.4 pp +2.8 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 18.5 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Applied Capital LLC CIK 0001862965 0.797 53 18.5 6.9% 4 -0.6 pp -0.7 pp -0.7 pp +6.9 pp
Ridge Creek Global, Inc CIK 0002111429 0.266 94 18.4 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 18.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 18.3 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 18.3 5.8% 4 +5.2 pp +5.5 pp +5.5 pp +5.8 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 18.2 3.1% 4 -0.0 pp -0.2 pp -0.4 pp +3.1 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 18.2 13.8% 4 -0.9 pp -1.0 pp -0.8 pp +13.8 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 18.1 2.5% 4 -0.9 pp -1.0 pp -1.0 pp +2.5 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 18.0 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 18.0 0.7% 4 -0.0 pp -0.7 pp +0.2 pp +0.7 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 18.0 2.6% 4 -0.1 pp +0.0 pp -0.1 pp +2.6 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 18.0 13.5% 4 -1.0 pp -1.3 pp -1.4 pp +13.5 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 18.0 1.9% 4 -0.2 pp -0.1 pp -0.1 pp +1.9 pp
Coastline Trust Co CIK 0001324279 0.630 406 18.0 1.8% 4 +0.1 pp -0.2 pp -0.2 pp +1.8 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 17.9 9.7% 4 -0.6 pp -0.8 pp -0.7 pp +9.7 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 17.7 1.0% 4 +0.1 pp +0.0 pp -0.2 pp +1.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 17.7 0.3% 4 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 17.7 8.2% 4 -0.7 pp -0.8 pp -0.7 pp +8.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 17.7 0.4% 4 -0.1 pp +0.3 pp +0.3 pp +0.4 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 17.7 0.8% 1 +0.8 pp -0.0 pp -0.0 pp +0.8 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 17.7 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 17.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 17.5 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 17.5 0.6% 4 +0.0 pp +0.4 pp +0.4 pp +0.6 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 17.5 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
Advisor OS, LLC CIK 0001767580 0.509 586 17.5 1.3% 4 -0.2 pp -0.3 pp -0.4 pp +1.3 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 17.4 8.1% 4 +1.2 pp +0.9 pp +0.9 pp +8.1 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 17.4 7.2% 4 +0.1 pp +0.4 pp +0.4 pp +7.2 pp
Avion Wealth CIK 0001792704 0.773 1750 17.3 3.6% 4 -0.1 pp -0.2 pp -0.3 pp +3.6 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 17.2 1.5% 4 -0.6 pp -0.8 pp -0.8 pp +1.5 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 17.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 17.2 11.7% 4 -0.3 pp -0.3 pp -0.2 pp +11.7 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 17.2 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
Range Advisory, LLC CIK 2152629 0.575 342 17.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 17.0 3.1% 4 -0.0 pp -0.3 pp -0.4 pp +3.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 17.0 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 16.9 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 16.9 11.2% 4 -0.5 pp -0.3 pp +0.0 pp +11.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 16.9 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 16.9 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 16.9 2.9% 4 -0.1 pp -0.1 pp -0.1 pp +2.9 pp
Prosperity Advisers, LLC CIK 0002042930 0.778 44 16.9 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 16.7 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 16.7 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
TSFG, LLC CIK 0001800513 0.413 891 16.7 2.5% 4 -0.1 pp -0.7 pp -1.0 pp +2.5 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 16.6 2.9% 4 -0.2 pp -0.2 pp -0.5 pp +2.9 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 16.6 20.8% 3 +19.7 pp +20.2 pp +20.8 pp +20.8 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 16.6 0.9% 4 -0.2 pp -0.2 pp -0.2 pp +0.9 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 16.6 10.8% 4 -0.3 pp -0.8 pp -1.1 pp +10.8 pp
Ahara Advisors LLC CIK 0002116771 0.420 55 16.4 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 16.4 10.1% 3 -2.1 pp -2.3 pp +10.1 pp +10.1 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 16.3 13.3% 3 -0.9 pp -1.2 pp +13.3 pp +13.3 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 16.3 2.0% 4 -0.1 pp -0.2 pp -0.4 pp +2.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 16.2 9.9% 4 -0.1 pp -0.7 pp -0.7 pp +9.9 pp
BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 16.2 12.8% 4 +0.4 pp +0.7 pp +0.6 pp +12.8 pp
LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 16.2 5.2% 4 -0.3 pp -0.5 pp -0.5 pp +5.2 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 16.2 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 16.1 4.0% 4 +0.2 pp -1.5 pp -1.7 pp +4.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 16.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 15.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 15.8 5.7% 3 -2.6 pp -0.5 pp +5.7 pp +5.7 pp
CONNING INC. CIK 0000801051 0.496 327 15.8 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.8 0.9% 4 -0.0 pp +0.2 pp +0.1 pp +0.9 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 15.7 6.0% 4 -0.4 pp -0.4 pp +0.4 pp +6.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 15.7 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 15.7 1.4% 4 -0.5 pp -2.1 pp -2.3 pp +1.4 pp
Heirloom Wealth Management CIK 0001882903 0.449 61 15.7 2.8% 2 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 15.7 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 15.7 2.1% 4 -0.2 pp -0.5 pp -0.6 pp +2.1 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 15.6 4.7% 4 -0.2 pp -0.9 pp -0.8 pp +4.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 15.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 15.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 15.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 15.5 4.6% 4 -0.1 pp -0.3 pp -0.1 pp +4.6 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 15.4 2.2% 4 -0.2 pp -0.5 pp -0.7 pp +2.2 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 15.4 8.6% 4 -0.2 pp -0.3 pp +0.9 pp +8.6 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 15.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 15.3 6.7% 6 +0.3 pp +0.7 pp +1.1 pp +1.8 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 15.3 4.0% 4 -0.3 pp -0.5 pp -0.4 pp +4.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 15.2 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 15.2 0.7% 4 -0.1 pp -0.1 pp +0.5 pp +0.7 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 15.2 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 15.1 13.5% 4 -1.0 pp -1.4 pp -4.3 pp +13.5 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 15.1 3.4% 4 -0.3 pp -0.5 pp -0.5 pp +3.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 15.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 15.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Abound Wealth Management CIK 0001950323 0.745 1359 15.0 3.4% 4 -0.2 pp -0.2 pp -0.3 pp +3.4 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 14.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 14.9 1.5% 4 -0.0 pp +0.3 pp +0.3 pp +1.5 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 14.9 0.5% 4 +0.2 pp +0.1 pp +0.2 pp +0.5 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 14.9 0.8% 4 -0.6 pp -0.7 pp -0.7 pp +0.8 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 14.8 4.8% 4 -0.8 pp -1.3 pp -1.1 pp +4.8 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.8 1.9% 4 -0.1 pp -0.2 pp -0.3 pp +1.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 14.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 14.7 0.5% 4 +0.2 pp -0.0 pp +0.3 pp +0.5 pp
Argent Trust Co CIK 0001625292 0.533 769 14.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 14.7 1.2% 4 +0.0 pp -0.1 pp -0.1 pp +1.2 pp
Capital Square, LLC CIK 0001798736 0.168 241 14.7 6.8% 4 +0.4 pp +0.8 pp +1.1 pp +6.8 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 14.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 14.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 14.6 0.5% 4 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 14.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 14.6 3.0% 4 -0.2 pp -0.1 pp +0.1 pp +3.0 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 14.6 7.5% 4 -0.8 pp -1.1 pp -1.4 pp +7.5 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 14.6 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
VPR Management LLC CIK 0001894203 0.676 66 14.5 5.8% 4 -0.3 pp -0.3 pp -0.0 pp +5.8 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 14.4 1.2% 2 -3.1 pp +1.2 pp +0.8 pp +1.2 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 14.4 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 14.3 2.4% 4 -0.2 pp -0.2 pp -0.5 pp +2.4 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 14.3 2.4% 4 +0.4 pp +0.4 pp +0.4 pp +2.4 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 14.3 4.9% 4 +0.2 pp +0.2 pp +0.8 pp +4.9 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 14.3 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
BOKF, NA CIK 0000009634 0.752 1160 14.3 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 14.3 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 14.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 14.3 0.9% 4 +0.2 pp +0.1 pp +0.1 pp +0.9 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 14.3 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
Caldwell Trust Co CIK 0002080218 0.488 811 14.2 1.3% 6 +0.0 pp +0.8 pp +0.8 pp +0.9 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 14.2 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 14.2 1.9% 4 -0.1 pp -0.1 pp +0.2 pp +1.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 14.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 14.1 7.4% 4 -0.3 pp -0.4 pp -0.5 pp +7.4 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 14.1 2.3% 4 -0.2 pp -0.2 pp -0.1 pp +2.3 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 14.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 14.1 3.1% 4 -0.2 pp -0.1 pp +0.0 pp +3.1 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 14.1 5.2% 4 +0.1 pp -1.1 pp -2.0 pp +5.2 pp
NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 14.0 6.2% 4 +1.3 pp +1.6 pp +1.6 pp +6.2 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 14.0 2.2% 4 -0.2 pp -0.5 pp -0.5 pp +2.2 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 13.9 4.2% 4 -0.1 pp -0.4 pp -0.6 pp +4.2 pp
Berman McAleer LLC CIK 0002094332 0.753 175 13.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 13.9 1.9% 4 +0.0 pp +0.1 pp +0.2 pp +1.9 pp
CX Institutional CIK 0001737089 0.437 1568 13.8 0.4% 4 -0.2 pp -0.0 pp +0.2 pp +0.4 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 13.8 7.2% 4 -0.2 pp -0.7 pp +4.2 pp +7.2 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 13.8 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 13.8 6.8% 4 -1.1 pp -1.7 pp -1.4 pp +6.8 pp
Avant Financial Advisors LLC CIK 0002063243 0.473 69 13.7 9.6% 5 -0.4 pp -0.3 pp -0.3 pp -0.1 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 13.6 4.5% 4 +0.2 pp +0.2 pp +0.2 pp +4.5 pp
Sunpointe, LLC CIK 0002012181 0.156 281 13.6 4.5% 4 +0.2 pp +0.7 pp +1.1 pp +4.5 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 13.6 0.9% 4 +0.5 pp +0.5 pp +0.5 pp +0.9 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 13.5 2.0% 4 -0.2 pp +0.2 pp -0.2 pp +2.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 13.5 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 13.5 0.7% 1 +0.7 pp +0.6 pp -0.2 pp +0.7 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 13.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 13.4 8.6% 4 -0.4 pp -0.4 pp -1.4 pp +8.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 13.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 13.3 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 13.3 3.8% 4 +1.3 pp +0.8 pp +1.0 pp +3.8 pp
DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 13.3 6.0% 3 -0.9 pp +3.7 pp +6.0 pp +6.0 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 13.2 1.6% 3 +0.2 pp +0.9 pp +1.6 pp +1.6 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 13.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 13.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 13.2 6.2% 4 -0.3 pp -0.9 pp -1.1 pp +6.2 pp
PayPay Securities Corp CIK 0001908623 0.257 302 13.1 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 13.1 2.1% 4 -0.1 pp -0.2 pp -0.1 pp +2.1 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 13.1 1.2% 4 -0.1 pp -0.0 pp -0.2 pp +1.2 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 13.0 1.4% 4 +0.2 pp +0.1 pp +0.1 pp +1.4 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 13.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 12.9 1.4% 4 +0.1 pp -0.0 pp +0.1 pp +1.4 pp
Lantz Financial LLC CIK 0001766883 0.334 259 12.9 2.7% 4 -0.0 pp -0.1 pp -0.2 pp +2.7 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 12.8 11.2% 4 -1.7 pp -6.6 pp +1.3 pp +11.2 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 12.8 2.4% 4 +0.7 pp +1.5 pp +1.7 pp +2.4 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 12.8 1.3% 4 +0.2 pp +0.2 pp +0.1 pp +1.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.8 0.5% 4 +0.1 pp +0.2 pp +0.1 pp +0.5 pp
SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 12.8 4.0% 4 -0.4 pp -0.7 pp -0.7 pp +4.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 12.8 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 12.8 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 12.8 6.0% 4 -0.3 pp -0.5 pp -1.1 pp +6.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 12.7 7.1% 2 -5.4 pp +7.1 pp -7.3 pp +7.1 pp
Northland Capital Management LLC CIK 0001693032 0.536 30 12.7 6.9% 4 +0.1 pp -3.9 pp -3.5 pp +6.9 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 12.7 3.6% 4 +0.4 pp +0.8 pp +1.0 pp +3.6 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 12.7 3.5% 4 +0.0 pp +0.2 pp +0.2 pp +3.5 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 12.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 12.6 1.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 12.5 2.6% 4 +0.4 pp +0.4 pp +1.4 pp +2.6 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 12.5 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
Rinkey Investments CIK 0001730774 0.601 128 12.5 3.2% 4 -0.0 pp +0.1 pp +0.1 pp +3.2 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 12.4 2.2% 4 +0.0 pp +0.1 pp +0.4 pp +2.2 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 12.4 4.2% 4 -0.2 pp -0.3 pp -0.4 pp +4.2 pp
TI-TRUST, INC CIK 0001802284 0.225 132 12.3 7.3% 4 -0.6 pp -0.6 pp -0.5 pp +7.3 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 12.3 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 12.2 11.3% 4 +1.2 pp +1.4 pp +1.7 pp +11.3 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 12.2 7.6% 4 -0.2 pp -0.1 pp +2.0 pp +7.6 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 12.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 12.1 2.4% 4 +0.2 pp +0.4 pp +0.7 pp +2.4 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 12.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 12.1 0.7% 4 -0.1 pp -1.6 pp -1.4 pp +0.7 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 12.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 12.0 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 12.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 12.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 12.0 6.7% 4 -0.8 pp -1.2 pp -0.6 pp +6.7 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 12.0 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 12.0 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
One Day In July LLC CIK 0001823172 0.854 167 12.0 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
Emprise Bank CIK 0002018815 0.570 109 12.0 4.8% 4 +0.1 pp +0.0 pp -0.3 pp +4.8 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 12.0 4.5% 4 +0.3 pp -0.7 pp -0.8 pp +4.5 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 11.9 2.3% 4 -0.2 pp -0.5 pp -0.8 pp +2.3 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 11.9 1.5% 4 -0.2 pp -0.3 pp -0.3 pp +1.5 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 11.9 1.6% 4 -0.1 pp +0.2 pp +0.1 pp +1.6 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 11.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.8 0.6% 4 +0.0 pp -0.1 pp -0.2 pp +0.6 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 11.8 1.2% 4 -0.2 pp -0.3 pp -0.5 pp +1.2 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 11.8 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 11.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 11.7 0.6% 4 -0.2 pp -0.1 pp -0.0 pp +0.6 pp
Calder Financial LLC CIK 0002106810 0.520 43 11.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 11.7 1.7% 4 +0.1 pp +0.0 pp -0.2 pp +1.7 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 11.6 2.3% 4 -0.1 pp -0.1 pp -0.2 pp +2.3 pp
Farnam Financial LLC CIK 0002080267 0.372 53 11.6 9.6% 6 -0.2 pp -0.8 pp -1.6 pp -3.8 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 11.6 2.7% 4 -0.2 pp -0.3 pp -0.4 pp +2.7 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 11.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 11.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 11.5 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 11.5 1.0% 4 -0.2 pp -0.2 pp -0.2 pp +1.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 11.5 2.5% 4 -0.1 pp -0.1 pp -0.4 pp +2.5 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 11.5 2.1% 4 -0.2 pp -0.1 pp +0.4 pp +2.1 pp
Weaver Consulting Group CIK 0001780055 0.312 297 11.5 2.7% 4 +0.0 pp -0.0 pp +0.3 pp +2.7 pp
IRON Financial LLC CIK 0001595509 0.376 151 11.5 5.0% 4 -0.6 pp -0.7 pp -1.2 pp +5.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 11.4 1.9% 4 +0.0 pp +0.5 pp +0.4 pp +1.9 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 11.4 1.2% 4 -0.3 pp -0.7 pp -0.7 pp +1.2 pp
Curi Capital, LLC CIK 0001332905 0.547 888 11.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 11.4 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 11.4 4.2% 4 -0.1 pp -0.1 pp -0.1 pp +4.2 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 11.4 3.1% 4 -0.0 pp -0.1 pp -0.1 pp +3.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 11.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 11.3 0.3% 4 +0.3 pp -0.0 pp -0.0 pp +0.3 pp
SWMG, LLC CIK 0001839255 0.473 100 11.3 3.2% 4 +0.4 pp +0.3 pp +0.3 pp +3.2 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 11.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Partners in Financial Planning CIK 0002054264 0.816 131 11.3 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 11.2 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.2 0.8% 4 -0.2 pp -0.9 pp -0.8 pp +0.8 pp
CERTUITY, LLC CIK 0001800752 0.558 672 11.1 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 11.1 3.2% 4 -0.8 pp -1.0 pp -1.1 pp +3.2 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 11.1 0.5% 4 +0.0 pp +0.1 pp -0.4 pp +0.5 pp
One Capital Management, LLC CIK 0001606588 0.779 522 11.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Ramiah Investment Group CIK 0001566307 0.000 79 11.0 11.1% 6 +0.6 pp +1.3 pp +2.1 pp +3.5 pp
Trust Point Inc. CIK 0001635633 0.568 463 11.0 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 10.9 9.2% 4 +0.8 pp +2.8 pp +3.9 pp +9.2 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 10.9 3.3% 4 +0.0 pp +0.0 pp +0.0 pp +3.3 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 10.9 4.0% 4 +1.4 pp +1.8 pp +2.5 pp +4.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 10.8 3.5% 6 +0.2 pp +0.6 pp +1.1 pp +1.8 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 10.8 0.7% 4 +0.5 pp +0.5 pp +0.3 pp +0.7 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 10.8 3.7% 4 -0.3 pp -0.4 pp -0.3 pp +3.7 pp
American Money Management, LLC CIK 0001600085 0.432 174 10.8 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 10.7 2.9% 4 +0.1 pp +0.4 pp +0.4 pp +2.9 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 10.7 6.2% 4 -0.2 pp +0.4 pp +0.7 pp +6.2 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 10.7 2.7% 4 -0.3 pp -0.4 pp -0.2 pp +2.7 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 10.7 2.1% 4 +0.5 pp +1.2 pp +1.4 pp +2.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 10.6 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 10.6 8.5% 3 +0.2 pp +0.7 pp +8.5 pp +8.5 pp
IFC Advisors LLC CIK 0002053348 0.691 179 10.5 1.5% 4 -0.1 pp -0.5 pp -0.3 pp +1.5 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 10.5 5.2% 4 +0.1 pp +0.7 pp +1.5 pp +5.2 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 10.4 4.5% 4 -0.5 pp -0.4 pp -0.4 pp +4.5 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 10.4 3.4% 5 -0.2 pp -0.4 pp -0.6 pp -0.5 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 10.3 1.1% 4 -0.0 pp -0.0 pp -0.2 pp +1.1 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 10.3 1.2% 4 -0.6 pp -0.6 pp -0.5 pp +1.2 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 10.3 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
EASTERN BANK CIK 0001126395 0.668 1038 10.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 10.2 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
NWAM LLC CIK 0001655006 0.392 684 10.2 0.6% 4 -0.0 pp +0.1 pp -0.0 pp +0.6 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 10.2 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 10.1 2.5% 1 +2.5 pp +1.0 pp +0.9 pp +2.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 10.1 4.5% 4 +0.0 pp +0.1 pp +0.3 pp +4.5 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 10.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 10.0 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 10.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Next Capital Management LLC CIK 0001752762 0.504 138 10.0 3.0% 4 -0.2 pp +0.0 pp +0.0 pp +3.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.0 1.9% 4 -0.1 pp -0.1 pp -0.0 pp +1.9 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 10.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 9.9 2.1% 4 -0.4 pp -0.7 pp -0.5 pp +2.1 pp
Paladin Partners, LLC CIK 2141570 0.611 214 9.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 9.9 3.9% 4 +0.0 pp +0.0 pp +0.5 pp +3.9 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 9.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 9.9 1.1% 4 -0.2 pp -0.2 pp -0.3 pp +1.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.9 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 9.8 4.4% 4 -0.3 pp +0.1 pp +0.1 pp +4.4 pp
TPG Advisors LLC CIK 0002033388 0.435 115 9.8 6.1% 4 -0.3 pp -0.5 pp -0.7 pp +6.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.7 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
ASL Financial, LLC CIK 0002105933 0.440 99 9.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 9.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 9.7 3.5% 3 +0.0 pp -0.1 pp +3.5 pp +3.5 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 9.7 5.1% 4 -0.2 pp -0.4 pp -0.6 pp +5.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 9.6 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 9.5 2.4% 4 -0.2 pp -0.2 pp -0.9 pp +2.4 pp
Lansing Street Advisors CIK 0001926571 0.417 166 9.5 2.4% 4 -0.4 pp -0.4 pp -0.5 pp +2.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.5 3.2% 4 -0.4 pp -0.5 pp -0.4 pp +3.2 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 9.5 3.6% 4 -0.1 pp +0.1 pp +0.2 pp +3.6 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 9.4 9.5% 2 +0.1 pp +9.5 pp +9.5 pp +9.5 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 9.4 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 9.4 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 9.4 4.7% 4 -0.4 pp -0.1 pp -0.2 pp +4.7 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 9.4 3.1% 4 -1.3 pp -1.2 pp -1.5 pp +3.1 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 9.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 9.3 1.8% 4 +0.1 pp +0.0 pp +0.0 pp +1.8 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 9.3 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 9.3 2.1% 4 -0.3 pp -0.6 pp -0.8 pp +2.1 pp
BluePrint Investing LLC CIK 0002108872 0.662 25 9.3 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 9.2 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 9.2 5.7% 4 +0.0 pp -0.2 pp +0.3 pp +5.7 pp
Crews Bank & Trust CIK 0002052279 0.645 662 9.2 1.3% 4 -0.1 pp +0.1 pp +0.2 pp +1.3 pp
Accel Wealth Management CIK 0001838226 0.241 305 9.2 2.4% 4 -0.1 pp -0.1 pp -0.1 pp +2.4 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 9.2 3.4% 4 -0.1 pp +0.3 pp +0.4 pp +3.4 pp
S.A. Mason LLC CIK 0001800911 0.217 282 9.1 3.4% 4 -0.3 pp -0.5 pp -0.5 pp +3.4 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.1 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 9.1 4.2% 4 -0.3 pp -0.7 pp -0.7 pp +4.2 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 9.1 0.6% 4 +0.0 pp +0.2 pp +0.1 pp +0.6 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 9.1 4.7% 4 -0.6 pp -1.8 pp -1.7 pp +4.7 pp
Newton One Investments LLC CIK 0001842787 0.837 146 9.1 2.5% 4 -0.3 pp -0.3 pp -0.4 pp +2.5 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 9.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 9.0 1.2% 4 -0.2 pp -0.2 pp +0.2 pp +1.2 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 8.9 3.1% 6 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 8.9 3.9% 2 -1.9 pp +3.9 pp +3.9 pp +3.9 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 8.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 8.9 3.1% 4 +0.3 pp +0.2 pp -0.2 pp +3.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 8.8 1.2% 4 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 8.8 6.3% 4 +0.4 pp +0.5 pp +0.4 pp +6.3 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 8.8 5.4% 4 +0.0 pp +0.2 pp +0.1 pp +5.4 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 8.8 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
RHS Financial, LLC CIK 0001766514 0.159 165 8.8 4.2% 4 +0.0 pp +0.0 pp -0.1 pp +4.2 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 8.7 0.3% 4 -0.6 pp -0.5 pp -0.4 pp +0.3 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 8.7 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Atala Financial Inc CIK 0002053756 0.240 121 8.7 5.8% 4 +0.5 pp +0.8 pp +1.1 pp +5.8 pp
Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 8.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Trust Co CIK 0001632554 0.769 908 8.6 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 8.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 8.6 5.5% 4 -0.3 pp -0.6 pp -0.5 pp +5.5 pp
PDS Planning, Inc CIK 0000838618 0.712 609 8.6 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Tenon Financial LLC CIK 0002020781 0.850 61 8.6 3.4% 4 +0.3 pp -0.8 pp +0.0 pp +3.4 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 8.6 2.5% 4 +0.3 pp +0.6 pp +0.7 pp +2.5 pp
HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 8.5 3.0% 4 +0.0 pp +0.2 pp +0.3 pp +3.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 8.5 2.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 8.5 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
Petix & Botte Co CIK 0001803255 0.507 144 8.4 1.9% 4 -0.1 pp -0.0 pp -0.0 pp +1.9 pp
Orcam Financial Group CIK 0001905367 0.304 105 8.4 6.0% 4 -0.6 pp -0.7 pp -0.5 pp +6.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 8.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 8.4 2.0% 4 -0.1 pp -0.3 pp -0.4 pp +2.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 8.4 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 8.4 1.0% 4 +0.3 pp +0.3 pp +0.2 pp +1.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 8.4 0.9% 6 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 8.4 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 8.3 3.9% 4 -0.1 pp -0.1 pp -0.1 pp +3.9 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 8.3 1.4% 4 -0.0 pp -0.0 pp +0.2 pp +1.4 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 8.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.3 0.2% 4 -0.0 pp -0.3 pp -0.3 pp +0.2 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 8.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 8.3 5.1% 4 -0.1 pp -0.1 pp -0.2 pp +5.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 8.2 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 8.2 2.2% 4 -0.2 pp -0.4 pp -0.5 pp +2.2 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 8.2 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 8.1 1.4% 4 -0.1 pp -0.3 pp -0.6 pp +1.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STEPH & CO CIK 0000941519 0.731 283 8.1 2.3% 4 +0.1 pp -0.0 pp -0.9 pp +2.3 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 8.0 5.5% 4 +1.5 pp +1.0 pp +1.3 pp +5.5 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 8.0 1.9% 4 -0.1 pp -0.0 pp -0.2 pp +1.9 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 8.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 8.0 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 8.0 6.5% 4 -0.2 pp -0.3 pp +0.0 pp +6.5 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 8.0 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 7.9 2.7% 4 -0.2 pp -0.4 pp -0.7 pp +2.7 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 7.9 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
SJBENEN ADVISORY, LLC CIK 0001813225 0.608 29 7.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Betterment LLC CIK 0001633901 0.437 675 7.9 14.9% 3 -1.2 pp -1.8 pp +14.9 pp +14.9 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 7.8 3.5% 4 -0.2 pp -0.3 pp -0.3 pp +3.5 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 7.8 0.8% 4 -0.1 pp +0.0 pp -0.0 pp +0.8 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 7.8 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.8 1.1% 4 -0.1 pp -0.1 pp +0.0 pp +1.1 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.8 1.4% 4 -0.8 pp -1.1 pp -1.0 pp +1.4 pp
Prodigy Asset Management LLC CIK 0001956244 0.865 29 7.7 2.6% 4 +0.5 pp +0.0 pp -0.7 pp +2.6 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 7.7 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 7.7 3.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.7 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 7.7 1.2% 3 -0.4 pp -0.3 pp +1.2 pp +0.9 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 7.6 4.7% 4 -0.1 pp +0.0 pp +0.2 pp +4.7 pp
Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 7.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 7.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 7.6 5.8% 4 -0.3 pp -1.0 pp -1.1 pp +5.8 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 7.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 7.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tenret Co LLC CIK 0001874146 0.725 33 7.5 3.6% 4 -0.3 pp -0.4 pp -0.3 pp +3.6 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 7.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
SNOWWATER INVESTMENT PARTNERS, LLC CIK 0002075393 0.167 98 7.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 7.4 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 7.4 4.2% 4 -0.7 pp -0.5 pp -1.2 pp +4.2 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.4 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 7.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 7.4 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 7.3 1.1% 4 +0.1 pp +0.1 pp -0.0 pp +1.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 7.3 1.6% 4 +0.1 pp +0.4 pp +0.5 pp +1.6 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 7.3 2.2% 4 -0.1 pp +0.1 pp +0.3 pp +2.2 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.3 3.6% 4 +0.5 pp +0.4 pp +0.5 pp +3.6 pp
Generations Wealth, LLC CIK 0002070529 0.610 36 7.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 7.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 7.3 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 7.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 7.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 7.2 0.9% 4 +0.1 pp -0.1 pp -0.5 pp +0.9 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 7.1 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 7.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Level Financial Advisors CIK 0001871734 0.644 95 7.1 1.8% 4 -0.0 pp -0.1 pp -0.2 pp +1.8 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 7.1 3.9% 4 -0.3 pp -0.3 pp -0.2 pp +3.9 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 7.0 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Human Investing LLC CIK 0001767513 0.861 105 7.0 1.0% 4 -0.0 pp +0.0 pp -0.0 pp +1.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 7.0 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 7.0 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 7.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 7.0 2.0% 4 -0.0 pp -0.1 pp -0.2 pp +2.0 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 6.9 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 6.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 6.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 6.9 3.1% 3 -0.0 pp +0.4 pp +3.1 pp +3.1 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 6.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 6.8 3.0% 4 -0.3 pp -0.5 pp -0.5 pp +3.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 6.8 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 6.8 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 6.8 3.9% 4 -0.2 pp -2.5 pp -2.0 pp +3.9 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.8 0.5% 4 -0.0 pp -0.1 pp +0.4 pp +0.5 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 6.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.8 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 6.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 6.7 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 6.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 6.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 6.7 1.6% 4 +0.0 pp +0.1 pp +0.0 pp +1.6 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 6.7 0.4% 4 -0.1 pp -0.7 pp -1.0 pp +0.4 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 6.7 0.9% 4 -0.1 pp -0.2 pp -0.4 pp +0.9 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 6.7 1.7% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 6.6 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 6.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 6.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
True North Advisors, LLC CIK 0001634556 0.493 291 6.6 0.8% 2 -0.2 pp +0.8 pp -0.0 pp +0.8 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 6.6 0.7% 6 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 6.6 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.6 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 6.6 0.7% 4 +0.0 pp +0.2 pp +0.1 pp +0.7 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 6.6 4.6% 4 -0.1 pp +0.2 pp +0.1 pp +4.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 6.5 1.6% 4 -0.2 pp -0.1 pp -0.0 pp +1.6 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 6.5 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 6.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aries Wealth Management CIK 0001729515 0.425 242 6.4 1.4% 4 +0.0 pp +0.3 pp +0.3 pp +1.4 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 6.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 6.4 4.1% 4 -0.1 pp -0.6 pp -1.0 pp +4.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 6.4 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 6.4 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 6.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 6.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 6.3 3.1% 4 +0.0 pp -0.1 pp -0.0 pp +3.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 6.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 6.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Align Financial, LLC CIK 0002089183 0.646 360 6.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 6.2 3.4% 4 +0.2 pp -0.1 pp +0.1 pp +3.4 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 6.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 6.2 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 6.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Unify Financial Advisors CIK 0002126814 0.217 90 6.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 6.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 6.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.2 0.4% 4 -0.0 pp -0.1 pp -0.7 pp +0.4 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 6.2 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.2 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 6.2 3.0% 4 -0.1 pp -0.2 pp -0.3 pp +3.0 pp
ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 6.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 6.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 6.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.1 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Wind River Trust Co CIK 0001657703 0.905 12 6.1 2.3% 4 -0.1 pp -0.0 pp -0.0 pp +2.3 pp
Montis Financial, LLC CIK 0001844314 0.565 152 6.1 1.3% 4 -0.1 pp -0.3 pp -0.4 pp +1.3 pp
L & S Advisors Inc CIK 0001392364 0.047 236 6.1 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 6.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 6.1 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 6.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 6.0 2.6% 4 +0.1 pp +0.0 pp -0.4 pp +2.6 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 6.0 2.0% 4 +0.2 pp +0.4 pp +0.5 pp +2.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 6.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 6.0 0.8% 3 -0.5 pp +0.2 pp +0.8 pp +0.8 pp
United Community Bank CIK 0002000314 0.267 534 6.0 2.0% 4 +0.3 pp +0.9 pp +1.3 pp +2.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 6.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 6.0 2.3% 4 -0.2 pp -0.3 pp -0.6 pp +2.3 pp
SHP Wealth Management CIK 0001807060 0.763 1981 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 6.0 0.9% 4 -0.0 pp +0.2 pp +0.2 pp +0.9 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 6.0 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 6.0 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 5.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 5.9 4.3% 4 -0.1 pp -0.1 pp -0.0 pp +4.3 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 5.9 3.7% 4 -0.2 pp +0.0 pp +0.0 pp +3.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 5.9 0.7% 2 -0.0 pp +0.7 pp -0.1 pp +0.7 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 5.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 5.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 5.9 3.7% 4 +0.1 pp -0.0 pp -0.1 pp +3.7 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 5.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Fort Henry Capital, LLC CIK 0001843536 0.856 17 5.9 3.5% 4 -0.0 pp +0.1 pp +0.2 pp +3.5 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 5.8 2.2% 4 +0.1 pp +1.2 pp +1.7 pp +2.2 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 5.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 5.8 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 5.8 2.4% 4 +0.3 pp +0.2 pp +0.2 pp +2.4 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 5.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Heartland Bank & Trust Co CIK 0001866040 0.530 211 5.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.8 1.3% 4 +0.6 pp +0.5 pp +0.4 pp +1.3 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 5.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 5.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Factorial Partners, LLC CIK 0001732687 0.000 1 5.8 4.2% 4 +0.2 pp +1.5 pp +3.9 pp +4.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.8 2.7% 5 +0.1 pp -0.1 pp -0.4 pp -0.7 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.7 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
American Trust CIK 0001905128 0.729 334 5.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 5.7 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 5.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 5.7 0.8% 4 -0.0 pp +0.1 pp +0.0 pp +0.8 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 5.7 1.3% 4 +0.0 pp +0.2 pp +0.1 pp +1.3 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 5.7 1.4% 4 -0.1 pp -0.3 pp -0.3 pp +1.4 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.7 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 5.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.7 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 5.7 2.3% 4 -0.1 pp -0.0 pp -0.5 pp +2.3 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 5.7 8.3% 4 +0.2 pp +0.2 pp -0.5 pp +8.3 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 5.6 2.5% 5 -0.1 pp -0.1 pp +0.3 pp +0.9 pp
FreeGulliver LLC CIK 0002032561 0.536 123 5.6 2.4% 4 +2.2 pp +1.9 pp +1.9 pp +2.4 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 5.6 2.7% 4 -0.2 pp -0.3 pp -0.4 pp +2.7 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 5.6 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
Lakeside Advisors, INC. CIK 0001913467 0.512 65 5.6 3.7% 4 -0.0 pp +0.1 pp +0.3 pp +3.7 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 5.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 5.6 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
EdgeRock Capital LLC CIK 0001908378 0.652 134 5.6 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 5.6 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 5.6 2.6% 4 -0.1 pp -0.6 pp -0.5 pp +2.6 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 5.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.5 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 5.5 5.1% 4 -0.3 pp -0.5 pp -0.4 pp +5.1 pp
MASECO LLP CIK 0002074052 0.917 291 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 5.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 5.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 5.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 5.5 2.5% 4 -0.1 pp -0.2 pp -0.4 pp +2.5 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 5.4 1.5% 4 -0.1 pp -0.2 pp -0.6 pp +1.5 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 5.4 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 5.4 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
Verum Partners LLC CIK 0001958984 0.585 200 5.4 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.4 2.2% 4 -0.2 pp -0.4 pp -0.7 pp +2.2 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 5.4 1.9% 4 +0.9 pp +0.2 pp +0.2 pp +1.9 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 5.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 5.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 5.3 2.5% 4 +0.1 pp +0.2 pp +0.3 pp +2.5 pp
Friday Financial CIK 0002048792 0.653 108 5.3 1.8% 4 -0.1 pp -0.4 pp -0.7 pp +1.8 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 5.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 5.3 2.1% 4 -0.0 pp +0.1 pp -0.3 pp +2.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 5.3 0.7% 4 +0.0 pp +0.0 pp +0.2 pp +0.7 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 5.3 1.3% 4 +0.0 pp +0.0 pp -0.2 pp +1.3 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 5.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 5.2 2.0% 4 -0.0 pp +0.1 pp +0.0 pp +2.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 5.2 2.1% 4 -0.1 pp -0.5 pp -0.7 pp +2.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 5.2 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 5.2 1.7% 4 +0.1 pp +0.2 pp +0.0 pp +1.7 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 5.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Strid Group, LLC CIK 0001625800 0.894 93 5.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.1 0.7% 4 +0.2 pp +0.6 pp +0.6 pp +0.7 pp
Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 5.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 5.1 0.5% 1 +0.5 pp -0.1 pp -0.1 pp +0.5 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 5.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 5.1 2.8% 4 -0.1 pp -0.3 pp -0.4 pp +2.8 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 5.1 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 5.1 4.3% 3 -0.3 pp -0.4 pp +4.3 pp +4.3 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 5.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 5.1 4.1% 4 +0.7 pp +1.9 pp +1.8 pp +4.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 5.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 5.0 0.9% 4 -0.1 pp +0.1 pp -0.0 pp +0.9 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 5.0 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
Providence First Trust Co CIK 0001713735 0.116 196 5.0 1.8% 4 -0.0 pp -0.0 pp -0.4 pp +1.8 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.0 1.2% 4 -0.1 pp -0.0 pp +0.1 pp +1.2 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 5.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
BAYBAN CIK 0002110649 0.250 595 5.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 5.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 5.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 4.9 1.5% 4 +0.2 pp +0.2 pp +0.1 pp +1.5 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 4.9 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 4.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 4.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.9 2.7% 4 -0.0 pp -0.0 pp +0.0 pp +2.7 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 4.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 4.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 4.8 3.6% 4 +0.7 pp +0.6 pp +0.5 pp +3.6 pp
UNITED BANK CIK 0001286478 0.652 130 4.8 0.6% 5 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.8 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 4.8 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.8 1.2% 4 -0.0 pp -0.0 pp +0.1 pp +1.2 pp
VICUS CAPITAL CIK 0001544806 0.660 268 4.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 4.8 2.9% 4 +0.1 pp +0.1 pp -0.0 pp +2.9 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 4.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 4.8 0.9% 4 +0.2 pp +0.1 pp -0.1 pp +0.9 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 4.8 3.2% 4 -0.0 pp +0.0 pp -0.2 pp +3.2 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 4.8 2.6% 4 -0.1 pp +1.5 pp +1.5 pp +2.6 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 4.7 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 4.7 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Curry Webb Wealth Management LLC CIK 2060114 0.602 67 4.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 4.7 2.2% 4 -0.2 pp -0.2 pp -0.4 pp +2.2 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 4.7 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 4.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 4.7 3.4% 4 -0.3 pp -0.4 pp -0.4 pp +3.4 pp
Keel Point, LLC CIK 0001386935 0.645 514 4.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 4.7 0.9% 4 -0.0 pp +0.2 pp +0.2 pp +0.9 pp
Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Madrid Wealth Management, LLC CIK 0002106678 0.482 70 4.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 4.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 4.7 2.7% 4 -0.1 pp -0.0 pp -0.1 pp +2.7 pp
BCS Wealth Management CIK 0001798172 0.420 270 4.7 1.0% 4 +0.2 pp +0.1 pp +0.2 pp +1.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 4.7 1.0% 4 -0.1 pp +0.2 pp +0.2 pp +1.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.7 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
GERBER, LLC CIK 0002014164 0.601 96 4.6 2.6% 4 -0.1 pp -0.4 pp -0.4 pp +2.6 pp
Mosley Wealth Management CIK 0002011849 0.000 781 4.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 4.6 0.6% 4 -0.2 pp +0.0 pp -0.0 pp +0.6 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 4.6 1.2% 4 -0.1 pp +0.7 pp -0.1 pp +1.2 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 4.6 1.4% 4 -0.1 pp +1.0 pp +1.1 pp +1.4 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 4.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Kendall Capital Management CIK 0001731372 0.288 236 4.6 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 4.6 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 4.6 1.7% 5 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
Financial Alternatives, Inc CIK 0001967227 0.645 84 4.6 2.5% 4 -4.3 pp -4.3 pp -4.0 pp +2.5 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 4.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 4.5 2.8% 4 -0.2 pp +0.2 pp +0.4 pp +2.8 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 4.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 4.5 1.4% 4 +0.1 pp +0.1 pp +1.3 pp +1.4 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.5 0.3% 4 -0.1 pp -0.2 pp -0.0 pp +0.3 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 4.5 2.0% 4 +0.3 pp +0.8 pp +1.2 pp +2.0 pp
Old Peak Finance LLC CIK 0002080991 0.632 102 4.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 4.5 2.3% 4 +0.0 pp +0.2 pp +0.3 pp +2.3 pp
Creekside Partners CIK 0002035951 0.343 193 4.5 1.9% 4 +0.4 pp +0.3 pp +0.2 pp +1.9 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.5 1.6% 4 -0.1 pp +0.1 pp +0.3 pp +1.6 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.5 3.0% 4 -0.1 pp -0.0 pp -0.6 pp +3.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 4.5 2.2% 4 +0.9 pp +0.6 pp +0.7 pp +2.2 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 4.5 1.0% 4 -0.1 pp -0.0 pp +0.1 pp +1.0 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 4.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.5 1.2% 4 +1.0 pp +1.0 pp +0.9 pp +1.2 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.4 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 4.4 2.1% 4 +0.0 pp -0.1 pp -0.1 pp +2.1 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 4.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 4.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 4.4 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 4.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 4.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 4.4 0.4% 4 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 4.4 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 4.4 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.4 3.3% 4 -0.3 pp -0.6 pp -0.6 pp +3.3 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 4.4 2.5% 4 +0.8 pp +0.8 pp +0.6 pp +2.5 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 4.3 3.4% 4 +0.1 pp -0.1 pp -0.1 pp +3.4 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 4.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 4.3 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.3 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Sentry LLC CIK 0002004474 0.484 132 4.3 1.4% 4 +0.1 pp +0.3 pp +0.6 pp +1.4 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 4.3 2.3% 4 -0.0 pp -0.1 pp -0.2 pp +2.3 pp
Values Added Financial LLC CIK 0001973921 0.422 147 4.3 1.8% 4 -0.1 pp -0.2 pp -0.3 pp +1.8 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 4.3 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.3 0.3% 4 -0.0 pp -0.3 pp -0.4 pp +0.3 pp
Avant Capital LLC CIK 0001653443 0.369 86 4.3 3.0% 4 -0.1 pp -0.1 pp -0.2 pp +3.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 4.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 4.2 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 4.2 1.9% 4 -0.0 pp -0.1 pp -0.5 pp +1.9 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 4.2 1.8% 4 -0.1 pp -0.6 pp -0.9 pp +1.8 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 4.2 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 4.2 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 4.2 1.2% 4 -0.0 pp -0.0 pp +0.0 pp +1.2 pp
IF Advisors, LLC CIK 0002109472 0.403 60 4.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 4.2 1.6% 6 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 4.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Donalies Financial Planning, LLC CIK 0002111587 0.394 78 4.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.2 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 4.1 0.8% 4 -0.2 pp +0.2 pp +0.2 pp +0.8 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 4.1 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.1 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
Csenge Advisory Group CIK 0001715593 0.550 760 4.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Shepherd Street Advisors LLC CIK 0002110060 0.223 86 4.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 4.1 0.3% 4 -0.4 pp -0.4 pp -0.4 pp +0.3 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 4.1 1.3% 4 -0.1 pp -0.1 pp -0.0 pp +1.3 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 4.1 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 4.1 1.5% 4 +0.1 pp -0.0 pp -0.4 pp +1.5 pp
Embree Financial Group CIK 0002020860 0.466 283 4.1 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 4.1 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
Everest Private Wealth CIK 0002056683 0.390 85 4.1 2.1% 4 -0.8 pp +0.2 pp +0.2 pp +2.1 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 4.1 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 4.1 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.1 2.3% 5 -0.1 pp +0.1 pp -0.3 pp -0.3 pp
626 Financial, LLC CIK 0001911035 0.453 126 4.1 1.8% 4 -0.2 pp -0.1 pp -0.2 pp +1.8 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 4.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 4.0 0.5% 2 -0.2 pp +0.5 pp -0.4 pp +0.5 pp
Summit Global Investments CIK 0001697953 0.729 523 4.0 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Element Wealth, LLC CIK 0001802743 0.267 212 4.0 1.7% 4 -0.2 pp +1.1 pp +1.1 pp +1.7 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 4.0 2.3% 3 -0.2 pp -0.4 pp +2.3 pp +2.3 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 4.0 0.8% 4 -0.5 pp -0.8 pp -0.9 pp +0.8 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 4.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 4.0 0.9% 4 -0.1 pp -0.0 pp +0.1 pp +0.9 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 4.0 0.9% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 4.0 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 4.0 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 4.0 0.0% 4 -0.0 pp -0.0 pp -0.5 pp +0.0 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 3.9 1.7% 4 -0.0 pp +0.1 pp -0.1 pp +1.7 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 3.9 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 3.9 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 3.9 2.1% 3 +0.1 pp -0.0 pp +2.1 pp +2.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.9 0.2% 4 -0.0 pp -0.2 pp +0.1 pp +0.2 pp
DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Hendershot Investments Inc. CIK 0001541496 0.645 134 3.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 3.9 0.6% 4 -0.3 pp -0.3 pp -0.4 pp +0.6 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.9 2.2% 4 -0.3 pp -0.1 pp +0.3 pp +2.2 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 3.9 1.0% 4 +0.1 pp +0.0 pp +0.7 pp +1.0 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 3.9 3.3% 4 -0.5 pp -0.6 pp -0.7 pp +3.3 pp
Certified Advisory Corp CIK 0001731732 0.386 327 3.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 3.9 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 3.9 1.6% 4 -0.1 pp -0.4 pp -0.3 pp +1.6 pp
Sequent Planning LLC CIK 0002009724 0.204 269 3.9 0.9% 4 -0.1 pp -0.2 pp -2.7 pp +0.9 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 3.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 3.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 3.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.8 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 3.8 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
R.H. Investment Group, LLC CIK 0002048733 0.373 47 3.8 2.9% 4 +0.2 pp -1.0 pp -1.5 pp +2.9 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.8 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.8 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
Treasure Coast Financial Planning CIK 0001911307 0.681 48 3.8 2.0% 4 -0.2 pp -0.3 pp -0.2 pp +2.0 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 3.8 1.8% 4 -0.0 pp -0.0 pp -0.0 pp +1.8 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 3.8 1.1% 4 -0.0 pp +0.6 pp -0.1 pp +1.1 pp
Hoese & Co LLP CIK 0001840268 0.583 183 3.8 2.8% 4 -0.0 pp -0.3 pp -0.2 pp +2.8 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 3.8 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 3.7 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 3.7 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 3.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Value Investment Professionals, LLC CIK 0002110205 0.000 97 3.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 3.7 0.5% 4 -0.4 pp -0.3 pp -0.3 pp +0.5 pp
KWMG, LLC CIK 0001633024 0.515 153 3.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
FF Advisors,LLC CIK 0002011904 0.517 123 3.7 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
LongView Wealth Management CIK 0001990190 0.308 227 3.7 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 3.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
HC Advisors, LLC CIK 0001803295 0.581 62 3.7 2.5% 4 -0.2 pp -0.2 pp -0.1 pp +2.5 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 3.7 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.7 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
Davis Capital Management CIK 0001811806 0.306 1270 3.7 2.5% 3 -0.2 pp -0.1 pp +2.5 pp +2.5 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.7 2.8% 5 -0.2 pp -0.3 pp -0.2 pp -0.6 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 3.6 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.6 0.3% 1 +0.3 pp +0.0 pp +0.0 pp +0.3 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 3.6 2.0% 4 +0.1 pp -0.8 pp -0.9 pp +2.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 3.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 3.6 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 3.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 3.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.6 0.6% 4 -0.1 pp -0.3 pp +0.3 pp +0.6 pp
Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 3.6 2.1% 4 -0.1 pp -0.0 pp +0.0 pp +2.1 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 3.6 0.8% 4 -0.0 pp +0.6 pp +0.6 pp +0.8 pp
Ascent Group, LLC CIK 0001913231 0.508 808 3.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 3.6 1.4% 4 -0.1 pp -0.2 pp -0.1 pp +1.4 pp
First National Advisers, LLC CIK 0001941030 0.386 251 3.6 0.5% 4 -0.4 pp -0.2 pp -0.2 pp +0.5 pp
ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 3.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Exchange Bank CIK 0002001155 0.178 130 3.6 2.5% 4 +0.0 pp -0.4 pp -0.6 pp +2.5 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 3.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 3.6 1.8% 4 -0.1 pp -0.3 pp +1.1 pp +1.8 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 3.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 3.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 3.5 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 3.5 2.8% 3 -0.9 pp -1.7 pp +2.8 pp +2.8 pp
Centric Wealth Management CIK 0001752761 0.252 209 3.5 0.7% 4 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
Lumbard & Kellner, LLC CIK 0001602476 0.248 108 3.5 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 3.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 3.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Security National Bank CIK 0001719739 0.452 392 3.5 0.5% 4 -0.0 pp -0.3 pp -0.0 pp +0.5 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 3.5 1.8% 3 -0.2 pp -0.5 pp +1.8 pp +1.8 pp
Renasant Bank CIK 0001656167 0.136 141 3.5 2.5% 4 -0.0 pp +0.2 pp +0.3 pp +2.5 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 3.5 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 3.5 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 3.5 1.9% 4 -0.0 pp -0.0 pp +0.3 pp +1.9 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.5 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 3.5 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 3.5 0.3% 4 +0.1 pp -4.5 pp -3.5 pp +0.3 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 3.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 3.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 3.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.4 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Grove Bank & Trust CIK 0001662212 0.546 886 3.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 3.4 2.2% 4 -0.0 pp -0.3 pp -0.1 pp +2.2 pp
CNB Bank CIK 0001732074 0.306 518 3.4 1.4% 4 +0.3 pp +0.3 pp +0.6 pp +1.4 pp
Barton Investment Management CIK 0001387818 0.844 60 3.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.4 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 3.4 1.5% 4 +0.0 pp +0.0 pp -0.6 pp +1.5 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 3.4 1.5% 4 -0.1 pp -0.0 pp -0.1 pp +1.5 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 3.4 1.1% 4 -0.1 pp +0.2 pp -1.0 pp +1.1 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 3.4 2.6% 4 -0.1 pp -0.1 pp -0.2 pp +2.6 pp
Gradient Investments LLC CIK 0001542265 0.563 448 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 3.3 1.2% 4 +0.0 pp -0.0 pp -0.2 pp +1.2 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 3.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.3 0.8% 4 -0.2 pp -0.2 pp -0.2 pp +0.8 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 3.3 0.3% 4 -0.3 pp -0.1 pp -0.1 pp +0.3 pp
RM Financial Services, LLC CIK 0002109852 0.299 79 3.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 3.3 1.7% 4 -0.0 pp -0.0 pp -0.1 pp +1.7 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 3.3 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
XML Financial, LLC CIK 0001800465 0.420 447 3.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 3.3 4.0% 4 +0.4 pp +0.4 pp +0.5 pp +4.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 3.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 3.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.3 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 3.3 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 3.3 1.2% 4 -0.1 pp -0.3 pp -0.2 pp +1.2 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 3.3 2.1% 4 -0.3 pp -1.4 pp -3.4 pp +2.1 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 3.3 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 3.3 2.0% 4 -0.1 pp -0.0 pp -0.1 pp +2.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Fairman Group, LLC CIK 0002016719 0.432 332 3.2 2.8% 4 +0.2 pp +0.3 pp +0.5 pp +2.8 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 3.2 2.1% 4 +0.1 pp -0.1 pp -0.1 pp +2.1 pp
Lee Financial Co CIK 0001391166 0.828 162 3.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 3.2 1.4% 4 -0.1 pp -1.1 pp -0.1 pp +1.4 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 3.2 1.4% 4 -0.5 pp -0.6 pp -0.6 pp +1.4 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 3.2 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
DAGCO, INC. CIK 0001767343 0.605 117 3.2 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.2 0.4% 4 -0.4 pp -0.0 pp -0.1 pp +0.4 pp
NOVEM GROUP CIK 0001926783 0.247 437 3.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
New Republic Capital, LLC CIK 0001989988 0.138 352 3.2 1.1% 4 +0.2 pp +0.0 pp -0.1 pp +1.1 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 3.2 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 3.2 1.4% 4 +0.3 pp +1.3 pp +1.3 pp +1.4 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 3.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 3.1 1.7% 4 -0.1 pp -0.0 pp +0.1 pp +1.7 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 3.1 1.4% 4 +0.4 pp +0.5 pp +0.3 pp +1.4 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.1 1.0% 4 -0.1 pp -0.3 pp -1.0 pp +1.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 3.1 0.7% 4 -0.0 pp -0.1 pp -0.3 pp +0.7 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 3.1 2.1% 4 -0.1 pp -0.3 pp -0.4 pp +2.1 pp
Covestor Ltd CIK 0001909846 0.023 2832 3.1 2.2% 4 +0.5 pp +0.5 pp +0.6 pp +2.2 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 3.1 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
NVWM, LLC CIK 0001697274 0.201 780 3.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.1 0.9% 4 -0.0 pp -1.2 pp -1.3 pp +0.9 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 3.1 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
Avalon Trust Co CIK 0001798150 0.724 462 3.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 3.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Marotta Asset Management CIK 0001802091 0.618 103 3.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 3.1 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 3.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 3.0 1.2% 4 -0.4 pp +0.0 pp +0.8 pp +1.2 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.0 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 3.0 1.0% 4 -0.1 pp -0.0 pp +0.0 pp +1.0 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 3.0 0.9% 4 +0.0 pp -0.0 pp -0.2 pp +0.9 pp
S&T BANK/PA CIK 0001010911 0.357 445 3.0 1.1% 4 +0.1 pp +0.3 pp +0.3 pp +1.1 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 3.0 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 3.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 3.0 1.3% 4 -0.0 pp +0.0 pp +0.0 pp +1.3 pp
MATAURO, LLC CIK 0002052964 0.684 158 3.0 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Ledyard National Bank CIK 0001310658 0.559 255 3.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 3.0 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
Rossmore Private Capital CIK 0001733082 0.520 340 3.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 3.0 3.0% 4 -0.1 pp -0.7 pp -0.8 pp +3.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 3.0 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.9 0.1% 5 +0.0 pp -1.1 pp -1.1 pp -1.2 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.9 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.9 2.0% 4 -0.0 pp -0.5 pp -0.6 pp +2.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 2.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 2.9 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 2.9 2.2% 4 -0.0 pp -0.1 pp -0.0 pp +2.2 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 2.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 2.9 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.9 1.0% 4 -0.0 pp -0.0 pp +0.1 pp +1.0 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 2.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
ATLas Financial Planning LLC CIK 0002110886 0.440 69 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Members Trust Co CIK 0001677560 0.939 170 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 2.9 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
WPWealth LLP CIK 0001950118 0.866 103 2.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 2.9 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 2.9 1.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 2.9 1.7% 4 -0.1 pp -0.0 pp -0.0 pp +1.7 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 2.8 0.9% 5 -0.0 pp +0.1 pp +0.3 pp -0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.8 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 2.8 0.9% 4 +0.2 pp +0.1 pp +0.2 pp +0.9 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.8 1.2% 4 +1.1 pp +1.0 pp +1.0 pp +1.2 pp
Dash Acquisitions Inc. CIK 0001745885 0.649 72 2.8 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 2.8 1.0% 4 -0.8 pp -0.7 pp -0.6 pp +1.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 2.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 2.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.8 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 2.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Innova Wealth Partners CIK 0001888831 0.101 167 2.8 1.3% 4 -0.1 pp -0.1 pp -0.0 pp +1.3 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 2.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.8 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.8 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 2.8 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 2.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 2.8 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Greenfield Savings Bank CIK 0001940406 0.270 148 2.8 1.2% 4 -0.0 pp -0.0 pp +0.0 pp +1.2 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 2.7 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.7 1.1% 4 +0.0 pp -0.0 pp +0.0 pp +1.1 pp
McAdam, LLC CIK 0001695490 0.802 516 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 2.7 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 2.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Simmons Bank CIK 0001674486 0.467 369 2.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.7 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 2.7 1.0% 4 +0.5 pp +0.4 pp +0.4 pp +1.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 2.7 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.7 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 2.7 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.7 1.5% 4 +0.1 pp -0.1 pp -0.3 pp +1.5 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TFB Advisors LLC CIK 0001965201 0.232 190 2.7 1.4% 4 -0.2 pp +0.2 pp +0.4 pp +1.4 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 2.7 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.7 1.2% 4 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 2.7 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.6 0.9% 4 -0.0 pp +0.0 pp +0.2 pp +0.9 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Ketron Financial CIK 0002113129 0.826 64 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MYECFO, LLC CIK 0001986457 0.711 73 2.6 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
SFMG, LLC CIK 0001512026 0.796 334 2.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.6 1.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.6 1.7% 4 -0.7 pp -0.8 pp -0.8 pp +1.7 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 2.6 3.3% 4 -0.1 pp -0.1 pp -0.4 pp +3.3 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 2.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.6 0.3% 4 -0.2 pp -0.0 pp -0.4 pp +0.3 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 2.6 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
71 West Capital Partners CIK 0002111530 0.838 382 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.6 0.6% 4 -0.0 pp +0.2 pp +0.3 pp +0.6 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.6 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 2.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.6 1.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.6 1.3% 6 -0.1 pp +0.1 pp +0.4 pp +0.3 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 2.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Caitlin John, LLC CIK 0002010947 0.012 991 2.6 1.5% 4 -0.6 pp -0.7 pp -1.0 pp +1.5 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 2.6 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Monument Capital Management CIK 0001729428 0.068 262 2.6 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
Tacita Capital Inc CIK 0001846287 0.305 214 2.6 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 2.6 2.3% 4 -0.0 pp +0.1 pp +0.1 pp +2.3 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 2.6 1.2% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.6 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 2.5 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Wealth Group Ltd CIK 0002010748 0.858 95 2.5 0.6% 4 -0.0 pp +0.0 pp +0.2 pp +0.6 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
Optimus Capital Advisors, LLC CIK 2140431 0.659 43 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 2.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.5 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 2.5 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 2.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Orca Investment Management, LLC CIK 0001511229 0.323 60 2.5 2.1% 4 +0.0 pp -0.0 pp -0.1 pp +2.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 2.5 1.4% 4 -0.3 pp -0.7 pp -0.3 pp +1.4 pp
Diesslin Group, Inc. CIK 0002108559 0.461 59 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 2.5 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 2.5 0.6% 4 +0.0 pp -0.2 pp -0.2 pp +0.6 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 2.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 2.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 2.5 3.3% 4 -0.2 pp -0.2 pp -0.2 pp +3.3 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 2.5 0.7% 4 -0.1 pp -0.4 pp -0.9 pp +0.7 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 2.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.4 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.4 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.4 0.8% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 2.4 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 2.4 0.6% 4 -0.0 pp +0.4 pp +0.5 pp +0.6 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Whelan Financial CIK 0001894921 0.754 101 2.4 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 2.4 1.1% 4 +0.0 pp -0.2 pp -0.4 pp +1.1 pp
Five Oceans Advisors CIK 0001876326 0.524 204 2.4 0.9% 4 -0.0 pp -0.0 pp -0.2 pp +0.9 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 2.4 1.8% 4 -0.1 pp -0.2 pp -0.1 pp +1.8 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 2.4 0.0% 2 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 2.4 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 2.4 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
Main Street Group, LTD CIK 0001965796 0.694 863 2.4 0.7% 4 -0.2 pp +0.1 pp +0.1 pp +0.7 pp
FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 2.4 2.9% 4 +0.1 pp +0.1 pp +0.2 pp +2.9 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 2.4 0.7% 4 -0.8 pp -0.1 pp +0.0 pp +0.7 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
McHugh Group, LLC CIK 0002052657 0.526 86 2.4 1.4% 4 +0.2 pp +0.3 pp +0.3 pp +1.4 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 2.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 2.4 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
SFM, LLC CIK 0002064225 0.427 69 2.4 1.4% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.3 1.6% 5 -0.2 pp -0.5 pp -0.5 pp -0.1 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.3 1.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 2.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
LPWM LLC CIK 0001801101 0.514 98 2.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 2.3 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 2.3 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 2.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 2.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Xena Financial Planning, LLC CIK 0002101744 0.604 38 2.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 2.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 2.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.3 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 2.3 0.4% 4 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.3 0.8% 4 -0.1 pp -0.0 pp +0.0 pp +0.8 pp
Keeler Thomas Management LLC CIK 0001730660 0.089 135 2.3 1.0% 3 +0.5 pp +0.6 pp +1.0 pp +1.0 pp
Sun Group Wealth Partners CIK 0002111007 0.272 81 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 2.3 1.6% 4 -0.2 pp -0.2 pp -0.2 pp +1.6 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 2.3 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +0.2 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 2.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
FLC Capital Advisors CIK 0001713697 0.549 229 2.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 2.2 1.0% 4 -0.2 pp -0.2 pp -0.1 pp +1.0 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 2.2 1.4% 4 -0.2 pp -0.3 pp -0.6 pp +1.4 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 2.2 1.0% 4 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 2.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 2.2 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 2.2 1.6% 4 -0.0 pp -0.0 pp -0.0 pp +1.6 pp
Triumph Capital Management CIK 0001730765 0.195 1861 2.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
RDA Financial Network CIK 0001774086 0.257 284 2.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 2.2 1.1% 4 +0.1 pp +0.2 pp +0.0 pp +1.1 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 2.2 0.6% 4 -0.3 pp -0.3 pp -0.4 pp +0.6 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.2 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 2.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 2.2 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 2.2 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.2 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 2.2 2.4% 4 -0.5 pp -4.8 pp -3.9 pp +2.4 pp
NWK Group, Inc. CIK 0001803054 0.429 71 2.2 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.1 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 2.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
RS CRUM INC. CIK 0001401459 0.764 103 2.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
TritonPoint Partners, LLC CIK 0002111167 0.019 351 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 2.1 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 2.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 2.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 2.1 1.3% 5 -0.3 pp -0.6 pp -0.9 pp -0.9 pp
HBE Wealth Management, LLC CIK 0002104442 0.581 59 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 2.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 2.1 0.7% 4 -0.3 pp -0.1 pp -0.2 pp +0.7 pp
Allegheny Financial Group CIK 0001844148 0.552 305 2.1 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 2.1 1.4% 4 +0.2 pp +0.1 pp +0.1 pp +1.4 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 2.1 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
DV Trading LLC CIK 0001721757 0.000 395 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.1 2.5% 4 +0.6 pp +0.7 pp +0.7 pp +2.5 pp
Sensible Money, LLC CIK 0001965229 0.852 101 2.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.1 0.5% 4 -0.1 pp -0.4 pp -0.5 pp +0.5 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.1 0.4% 4 -0.4 pp -0.4 pp -0.0 pp +0.4 pp
Clarendon Private LLC CIK 0001961628 0.221 124 2.1 1.6% 4 -1.2 pp -1.4 pp -1.3 pp +1.6 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.1 1.2% 4 -0.2 pp -0.5 pp -0.4 pp +1.2 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 2.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 2.1 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 2.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 2.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 2.0 1.7% 4 -0.4 pp +0.7 pp +0.3 pp +1.7 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.0 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.0 0.9% 4 +0.1 pp -0.0 pp -0.0 pp +0.9 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 2.0 1.5% 4 -0.2 pp -0.2 pp -0.2 pp +1.5 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 2.0 0.4% 4 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 2.0 0.6% 4 -0.0 pp +0.1 pp +0.0 pp +0.6 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 2.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 2.0 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 2.0 0.9% 4 +0.0 pp -0.1 pp -0.2 pp +0.9 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 2.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 2.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 2.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 2.0 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 2.0 0.9% 4 -0.1 pp +0.0 pp +0.0 pp +0.9 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 2.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Asset Advisory Group, Inc. CIK 0002110402 0.397 125 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Seal Cove Capital, LLC CIK 0002135303 0.355 10 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 2.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stone Wealth Partners CIK 0001813454 0.281 63 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.0 0.3% 4 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 2.0 1.2% 4 +0.8 pp +0.8 pp +0.8 pp +1.2 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.9 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 1.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Bay Rivers Group CIK 0001798924 0.313 125 1.9 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.9 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.9 0.1% 4 -5.2 pp -0.1 pp +0.0 pp +0.1 pp
Mason & Associates Inc CIK 0001917686 0.488 161 1.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.9 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
Winter & Associates, Inc. CIK 0002109063 0.133 85 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.9 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 1.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 1.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 1.9 1.1% 4 +0.2 pp +0.3 pp +0.1 pp +1.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 1.9 0.3% 4 -0.0 pp -0.4 pp -0.4 pp +0.3 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 1.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 1.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.9 0.7% 4 -0.1 pp -0.6 pp -0.6 pp +0.7 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.9 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 1.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.9 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.9 0.6% 4 +0.2 pp +0.1 pp +0.2 pp +0.6 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.9 0.4% 4 -0.1 pp -0.4 pp -0.4 pp +0.4 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 1.9 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 1.9 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.9 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
ETF Store, Inc. CIK 0001911470 0.237 114 1.8 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.8 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.8 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 1.8 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MFA Wealth Services CIK 0001989379 0.288 134 1.8 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 1.8 0.9% 4 +0.3 pp +0.5 pp +0.5 pp +0.9 pp
Town Capital LLC CIK 1871352 0.216 75 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.8 0.9% 6 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 1.8 0.9% 4 -0.1 pp -0.0 pp -0.0 pp +0.9 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 1.8 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Napier Financial, LLC CIK 0002086579 0.647 472 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Essex LLC CIK 0001889147 0.576 180 1.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.8 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.8 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 1.8 0.7% 4 +0.6 pp +0.6 pp +0.5 pp +0.7 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 1.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 1.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.8 0.9% 4 -0.1 pp -0.3 pp -0.5 pp +0.9 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
EFG International AG CIK 0002109868 0.615 1088 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.8 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.8 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.8 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
FCA CORP /TX CIK 0001166402 0.236 203 1.8 0.5% 4 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 1.7 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Realta Investment Advisors CIK 0001776792 0.189 378 1.7 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PARTHENON LLC CIK 0001088859 0.632 133 1.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Concord Wealth Partners CIK 0001814214 0.457 885 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 1.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 1.7 0.9% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
BDFS Capital LLC CIK 0002112636 0.430 116 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 1.7 0.9% 4 +0.0 pp -0.4 pp -0.4 pp +0.9 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 1.7 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 1.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 1.7 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
Family Manage LLC CIK 0001539947 0.277 323 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 1.7 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Elgethun Capital Management CIK 0001638022 0.537 174 1.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 1.7 1.6% 4 -2.3 pp -2.9 pp -3.4 pp +1.6 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.7 0.7% 4 -0.1 pp -0.1 pp +0.5 pp +0.7 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 1.7 0.7% 4 -0.0 pp -0.0 pp +0.1 pp +0.7 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.7 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 1.7 1.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 1.7 0.9% 4 -0.2 pp -0.4 pp -0.5 pp +0.9 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.7 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Cypress Capital Group CIK 0001341748 0.370 314 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Pandowealth. LLC CIK 2143045 0.767 18 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 1.7 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
SP Asset Management LLC CIK 0001962086 0.687 137 1.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 1.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.7 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.7 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
Financial Council, LLC CIK 0001883629 0.681 106 1.7 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Tannin Capital LLC CIK 0002110834 0.151 169 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 1.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Ted Buchan & Co CIK 0002033413 0.435 95 1.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.6 0.4% 4 -0.1 pp -0.5 pp -0.5 pp +0.4 pp
1776 Wealth LLC CIK 0001803140 0.442 152 1.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.6 0.9% 4 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.6 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.6 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
HWG Holdings LP CIK 0001599390 0.277 44 1.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 1.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 1.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 1.6 0.9% 4 -0.1 pp +0.1 pp +0.1 pp +0.9 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LANE BROTHERS & CO INC CIK 0001177416 0.353 95 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 1.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.6 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 1.6 0.9% 5 -0.0 pp +0.5 pp +0.4 pp +0.5 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.6 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 1.6 1.2% 4 +0.2 pp +0.5 pp +0.4 pp +1.2 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.6 0.5% 4 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 1.6 0.9% 4 +0.2 pp +0.2 pp +0.3 pp +0.9 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Vilga Financial Planning LLC CIK 2083456 0.364 93 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 1.6 1.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Next Level Private LLC CIK 0001910366 0.538 174 1.6 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.6 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthquest Corp CIK 0001632968 0.872 177 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.6 0.9% 4 -0.9 pp -0.1 pp -0.1 pp +0.9 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.6 0.3% 4 +0.0 pp -0.2 pp +0.0 pp +0.3 pp
Miller Capital Partners, Inc. CIK 0002111377 0.283 255 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 1.6 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
BURNEY CO/ CIK 0000940445 0.713 605 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 1.6 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Breakwater Capital Group CIK 0001964309 0.408 374 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.6 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 1.6 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.5 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
J. Mark Nickell & Co. CIK 0001811161 0.446 30 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 1.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.5 1.0% 5 -0.0 pp +0.1 pp +0.4 pp +0.3 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.5 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
First Growth Capital LLC CIK 0002112081 0.183 136 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.5 0.6% 4 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 1.5 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.5 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Key Capital Management, INC CIK 0002107249 0.369 726 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 1.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
First Nebraska Trust Co CIK 2134841 0.657 231 1.5 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.5 0.2% 4 -0.0 pp -0.7 pp -0.6 pp +0.2 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.5 0.6% 5 +0.0 pp +0.4 pp -0.0 pp -0.1 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.5 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
GDS Wealth Management CIK 0001940869 0.458 232 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.5 0.8% 4 -0.1 pp -0.3 pp -0.3 pp +0.8 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 1.5 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
10Elms LLP CIK 0002056650 0.266 526 1.5 0.9% 4 -0.4 pp -0.4 pp -0.3 pp +0.9 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 1.5 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Riverview Trust Co CIK 0001593600 0.349 166 1.5 1.8% 4 -0.0 pp -0.0 pp +0.0 pp +1.8 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 1.5 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Welch Group, LLC CIK 0001443095 0.629 320 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 1.5 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
Cross Staff Investments Inc CIK 0001900406 0.105 133 1.5 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 1.5 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 1.5 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 1.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 1.5 1.0% 4 -0.1 pp -0.0 pp -0.3 pp +1.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.5 0.8% 4 +0.4 pp +0.4 pp +0.4 pp +0.8 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.4 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
Berkeley, Inc CIK 0002051965 0.447 86 1.4 0.5% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 1.4 1.2% 4 -0.0 pp -0.1 pp +0.2 pp +1.2 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 1.4 0.2% 4 -0.1 pp -0.3 pp -0.3 pp +0.2 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.4 0.4% 4 +0.1 pp -0.0 pp -0.0 pp +0.4 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.4 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
EQ LLC CIK 0001757605 0.412 87 1.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Vested Financial Planning, LLC CIK 0002044679 0.794 29 1.4 1.1% 4 -0.1 pp +0.1 pp +0.3 pp +1.1 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
JB Capital LLC CIK 0001879371 0.629 280 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 1.4 0.9% 4 -0.1 pp -0.1 pp +0.2 pp +0.9 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 1.4 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 1.4 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 1.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
King Wealth Management Group CIK 0001568235 0.741 176 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 1.4 0.5% 4 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.4 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.4 0.4% 4 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.4 0.9% 4 -0.1 pp -0.2 pp -0.4 pp +0.9 pp
First Pacific Financial CIK 0001810089 0.717 510 1.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 1.4 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KilterHowling LLC CIK 0001759354 0.789 50 1.4 0.7% 4 +0.6 pp +0.5 pp +0.5 pp +0.7 pp
V2 Financial group LLC CIK 0002022843 0.490 123 1.4 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
Brickley Wealth Management CIK 0001712533 0.861 68 1.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.3 0.3% 4 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 1.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Hudock, Inc. CIK 0001543536 0.674 217 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Iowa State Bank CIK 0001546967 0.467 118 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clear Trail Advisors, LLC CIK 0002097856 0.297 161 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.3 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
Clarity Financial LLC CIK 0001862145 0.368 127 1.3 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Wellington Grp LLC CIK 0002134013 0.401 144 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 1.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 1.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.3 0.7% 4 -0.3 pp -1.7 pp -1.5 pp +0.7 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 1.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fund Advisors of America Inc/FL CIK 0002116327 0.135 120 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 1.3 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Unison Advisors LLC CIK 0001695818 0.855 173 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 1.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.3 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
Tidemark, LLC CIK 0002009591 0.305 935 1.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 1.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Benin Management CORP CIK 0001352871 0.711 152 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Orion Investment Co CIK 0002033920 0.419 73 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Adventist Health System/ West CIK 0001802516 0.949 12 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 1.3 0.9% 5 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
Americana Partners, LLC CIK 0001797678 0.514 596 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.3 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Capital Planning LLC CIK 0001790688 0.562 88 1.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.3 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 1.3 0.9% 4 +0.3 pp +0.7 pp +0.8 pp +0.9 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Front Street Capital Management, Inc. CIK 0001683182 0.322 70 1.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 1.2 0.6% 4 +0.0 pp +0.6 pp -0.3 pp +0.6 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 1.2 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
F&V Capital Management, LLC CIK 0001569453 0.387 63 1.2 0.3% 4 -0.2 pp -0.0 pp -0.0 pp +0.3 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 1.2 0.7% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
North Forty Two & Co. CIK 0002055134 0.221 104 1.2 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 1.2 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 1.2 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Arnold Financial Planning LLC CIK 0002107020 0.570 41 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.2 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.2 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 1.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Balefire, LLC CIK 0001750924 0.097 475 1.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.2 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 1.2 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.2 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 1.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
New World Advisors LLC CIK 0001767724 0.874 125 1.2 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Flower City Capital CIK 0001808394 0.859 49 1.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 1.2 0.8% 4 -0.1 pp +0.1 pp +0.1 pp +0.8 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.2 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 1.2 1.3% 4 -0.0 pp -0.0 pp -0.0 pp +1.3 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 1.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.2 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 1.2 0.6% 4 +0.3 pp +0.3 pp +0.2 pp +0.6 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 1.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farrell Financial LLC CIK 0002031235 0.502 83 1.2 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.2 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Citrine Capital LLC CIK 0002053242 0.796 60 1.2 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 1.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 1.2 0.2% 4 -0.9 pp +0.0 pp -0.2 pp +0.2 pp
Fortune 45 LLC CIK 0001918707 0.802 36 1.2 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 1.2 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 1.2 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eley Financial Management, Inc CIK 0001965267 0.491 72 1.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.2 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 1.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Graney & King, LLC CIK 0002051568 0.377 383 1.1 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 1.1 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
EWA, LLC CIK 0001835252 0.457 332 1.1 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 1.1 0.9% 4 +0.2 pp +0.1 pp -0.0 pp +0.9 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 1.1 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 1.1 0.5% 4 -0.6 pp +0.3 pp +0.3 pp +0.5 pp
Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 1.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.1 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Chris Bulman Inc CIK 0002032404 0.343 165 1.1 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
Indivisible Partners CIK 0002098400 0.368 637 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.1 0.3% 4 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
LAWOOD & CO CIK 0002109484 0.128 95 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Community Bank of Raymore CIK 0001599923 0.387 76 1.1 0.7% 4 -0.2 pp -0.2 pp +0.5 pp +0.7 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.1 0.1% 4 -1.1 pp -1.6 pp -0.0 pp +0.1 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CHRISTINE MESSMER PC CIK 0002097609 0.479 86 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 1.1 0.6% 4 -0.1 pp +0.0 pp -0.1 pp +0.6 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.1 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.1 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Sherry Group, Inc. CIK 0002107738 0.369 52 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 1.1 0.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
tru Independence LLC CIK 0001785445 0.641 108 1.1 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Strategic Equity Management CIK 0001843578 0.305 65 1.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 1.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 1.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Vavra Capital Management, LLC CIK 0002106605 0.759 22 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bollard Group LLC CIK 0001556218 0.801 308 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 1.1 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 1.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 1.1 1.7% 4 +0.1 pp -0.1 pp +0.1 pp +1.7 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.1 0.8% 4 -0.0 pp -0.1 pp -0.4 pp +0.8 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.1 0.4% 4 -0.1 pp +0.1 pp -0.1 pp +0.4 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 1.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 1.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 1.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.1 0.5% 4 +0.1 pp +0.1 pp -0.0 pp +0.5 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 1.1 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.1 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 1.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
Riverstone Advisors, LLC CIK 0001763404 0.637 85 1.1 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 1.0 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.0 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 1.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Hilltop National Bank CIK 0002021658 0.280 805 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.0 0.9% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
Port Capital LLC CIK 0001729212 0.798 108 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.0 0.3% 6 -0.0 pp +0.0 pp +0.2 pp +0.0 pp
POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 1.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 1.0 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 1.0 0.9% 3 -0.1 pp +0.3 pp +0.9 pp +0.9 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advantage Trust Co CIK 0002009346 0.631 197 1.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 1.0 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.0 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.249 76 1.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.0 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.0 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.0 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
Oak Wealth Advisors LLC CIK 0002056728 0.684 68 1.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Boltwood Capital Management CIK 0001563690 0.369 192 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 1.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 1.0 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 1.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 1.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.9 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.9 0.8% 4 -0.0 pp -0.5 pp -0.5 pp +0.8 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.9 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.9 0.3% 4 -0.0 pp -0.7 pp -0.1 pp +0.3 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 0.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Titiun Yejiel CIK 0002118914 0.166 39 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.9 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.9 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
S&CO INC CIK 0001082461 0.523 222 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.9 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.9 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.9 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
TrustBank CIK 0002107256 0.632 175 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.9 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.9 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.9 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.9 0.2% 4 -0.3 pp -0.7 pp -0.2 pp +0.2 pp
New England Professional Planning Group Inc. CIK 0001540867 0.879 50 0.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 0.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 0.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.9 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.9 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
Legacy Trust CIK 0001772483 0.355 210 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.9 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.9 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.9 0.4% 2 -0.1 pp +0.4 pp -0.1 pp +0.4 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 0.9 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 0.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Miramar Capital, LLC CIK 0001767812 0.462 57 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.9 0.6% 4 +0.0 pp -0.5 pp -0.3 pp +0.6 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.9 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.9 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 0.9 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.9 0.2% 2 -0.0 pp +0.2 pp -0.1 pp +0.2 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.8 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.8 0.6% 4 -0.3 pp -0.0 pp -0.4 pp +0.6 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chico Wealth RIA CIK 0001926037 0.794 49 0.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.8 0.2% 4 -0.1 pp -0.6 pp -0.5 pp +0.2 pp
ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Lauer Wealth, LLC CIK 0001860063 0.284 58 0.8 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
eCIO, Inc. CIK 0001830823 0.330 46 0.8 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
Bank of Marin CIK 0001801145 0.155 133 0.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.8 0.3% 4 -0.0 pp -0.0 pp -0.5 pp +0.3 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 0.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.8 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.8 0.3% 4 -0.5 pp -0.5 pp -0.5 pp +0.3 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.8 0.4% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.8 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.8 0.8% 4 -0.1 pp +0.1 pp +0.0 pp +0.8 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.8 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.8 0.2% 4 -0.3 pp +0.1 pp +0.1 pp +0.2 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.8 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Waycross Investment Management Co CIK 0001922448 0.256 59 0.8 0.7% 3 +0.0 pp +0.5 pp +0.7 pp +0.7 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.8 0.1% 4 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadia Private Client LLC CIK 0002135817 0.358 76 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.8 0.2% 4 -0.5 pp -0.5 pp -0.6 pp +0.2 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.7 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 0.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DF DENT & CO INC CIK 0000934999 0.596 271 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.7 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.7 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DDD Partners, LLC CIK 0001729673 0.504 164 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.7 1.1% 4 -0.1 pp -0.1 pp +0.2 pp +1.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.7 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MilWealth Group LLC CIK 0001972750 0.908 82 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.7 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 0.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.7 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.7 0.2% 4 +0.0 pp -0.3 pp -0.3 pp +0.2 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.7 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.7 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.7 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Family Office Research LLC CIK 0002041267 0.653 85 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.5% 4 -0.0 pp -0.0 pp -0.4 pp +0.5 pp
Ariston Services Group CIK 0001743859 0.678 70 0.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.7 0.4% 4 +0.2 pp -0.0 pp -0.0 pp +0.4 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brown Financial Advisory CIK 0001843853 0.850 49 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.7 0.3% 6 -2.7 pp -2.5 pp -2.5 pp -2.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Broadleaf Partners, LLC CIK 0001712686 0.215 86 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Box Hill Private Wealth LLC CIK 0002094120 0.392 67 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Flagstone Financial Management CIK 0001968890 0.851 77 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WJ Financial Advisors LLC CIK 0002095682 0.187 136 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.7 0.5% 4 -0.0 pp +0.1 pp -1.8 pp +0.5 pp
Planning Center, Inc. CIK 0001910966 0.907 84 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
StoryOne LLC CIK 0002079652 0.567 79 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sara-Bay Financial CIK 0001816444 0.680 87 0.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.6 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.6 0.5% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.6 0.2% 4 -0.0 pp -0.3 pp -0.4 pp +0.2 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Range Financial Group LLC CIK 0001928635 0.113 206 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.6 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.6 0.5% 4 -0.1 pp -0.1 pp -0.5 pp +0.5 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.6 0.2% 4 -0.3 pp -0.4 pp -1.4 pp +0.2 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.6 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.6 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GGM Financial LLC CIK 0002021722 0.308 265 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Aufman Associates Inc CIK 0001801573 0.746 67 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.6 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Estate Planners Group, LLC CIK 0002118977 0.584 70 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Apriem Advisors CIK 0001425165 0.679 182 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clearwave Capital, LLC CIK 0002111821 0.177 166 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
PMG Wealth Management, Inc. CIK 0002052904 0.466 61 0.6 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.6 0.2% 2 -0.0 pp +0.2 pp -0.2 pp +0.2 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.6 0.2% 2 -0.0 pp +0.2 pp +0.0 pp +0.2 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.6 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.6 0.7% 3 +0.0 pp +0.4 pp +0.7 pp +0.7 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Attessa Capital LLC CIK 0002020560 0.810 51 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FFG Partners, LLC CIK 0002045972 0.070 41 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Breachway Investments LLC CIK 0002106661 0.032 74 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RB Capital Management, LLC CIK 0001695582 0.450 201 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ballast, Inc. CIK 0001730477 0.553 156 0.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Marathon Wealth Advisors LLC CIK 2153211 0.321 76 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BetterWealth, LLC CIK 0001911702 0.869 86 0.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Dougherty & Associates, LLC CIK 0002109295 0.475 52 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Note Advisors, LLC CIK 0002056243 0.618 86 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.6 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Legacy CG, LLC CIK 0001904825 0.297 45 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Field & Main Bank CIK 0001594492 0.202 271 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Steffes Financial, Ltd. CIK 0002110878 0.864 36 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.5 0.3% 3 -0.5 pp -0.2 pp +0.3 pp +0.3 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Towercrest Capital Management CIK 0001633288 0.713 110 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 0.5 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.5 0.4% 4 -0.0 pp -0.0 pp -1.3 pp +0.4 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.5 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Shum Financial Group, Inc. CIK 0002044675 0.247 106 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.5 0.4% 6 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
DB&C Advisors, LLC CIK 0002107377 0.230 76 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.5 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANTA ASSET MANAGEMENT LP CIK 0001426960 0.736 20 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.5 0.6% 4 -0.0 pp -0.2 pp -0.4 pp +0.6 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIGURE 8 INVESTMENT STRATEGIES LLC CIK 0001909570 0.183 56 0.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.5 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.5 0.5% 2 -0.0 pp +0.5 pp -0.0 pp +0.5 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JCP Investment Management, LLC CIK 0001461945 0.316 26 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 0.5 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.5 0.1% 4 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.2% 4 +0.1 pp -0.3 pp -0.3 pp +0.2 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 0.5 0.2% 4 -1.6 pp -1.5 pp +0.1 pp +0.2 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.5 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 0.5 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.5 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CHARTER RESEARCH & INVESTMENT GROUP, INC. CIK 0001666624 0.334 92 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Urban Wealth Management, LLC CIK 0001845521 0.139 107 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
M. Kraus & Co CIK 0001593688 0.468 86 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Ervin Investment Management, LLC CIK 0001907802 0.618 47 0.5 0.3% 4 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 0.412 79 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Integrated Wealth Management CIK 0002113155 0.022 91 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
One Wealth Map LLC CIK 0001802635 0.488 90 0.5 0.2% 4 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Brewster Financial Planning LLC CIK 0001898145 0.843 30 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Unified Investment Management CIK 0002054855 0.105 141 0.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.5 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.5 0.3% 4 -0.3 pp -0.3 pp -0.4 pp +0.3 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.5 0.1% 4 -0.0 pp -0.2 pp +0.0 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Grange Capital, LLC CIK 0002048387 0.138 54 0.5 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
Navalign, LLC CIK 0001820593 0.504 132 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Joule Financial, LLC CIK 0001929070 0.731 116 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trailhead Planners LLC CIK 0002109534 0.262 57 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Outbound Financial Inc CIK 2144328 0.605 45 0.4 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Seek First Inc. CIK 0002060504 0.523 67 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
apricus wealth, LLC CIK 0001913842 0.132 129 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Catalyst Investment Management LLC CIK 0002055584 0.252 73 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quattro Advisors LLC CIK 0002111158 0.489 58 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Adelphi Trust Co CIK 0002106968 0.243 114 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Strategic Planning, Inc. CIK 0001925220 0.299 54 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.4 0.1% 4 -0.3 pp -0.4 pp -0.4 pp +0.1 pp
Burton Enright Welch CIK 0002105919 0.824 136 0.4 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NFSG Corp CIK 0001879757 0.275 1245 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.4 0.1% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Invariant Investment Management CIK 0001850871 0.577 68 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Guardian Capital, LLC CIK 0002083963 0.172 79 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.4 0.2% 4 +0.1 pp -0.2 pp +0.1 pp +0.2 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Taylor Securities Services, Inc. CIK 0002115182 0.765 63 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Boyer Financial Services, Inc. CIK 0002108122 0.377 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Schiavi & Co LLC CIK 0001840014 0.886 60 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Willis Investment Counsel CIK 0001310929 0.439 125 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COWA, LLC CIK 0001844480 0.512 181 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 0.4 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
25 LLC CIK 0001968777 0.795 80 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
M Wealth Management, LLC CIK 0002026150 0.583 57 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCW Services, LLC CIK 0002110690 0.770 40 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 0.4 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 0.4 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Diversified Investment Strategies, LLC CIK 0001427196 0.482 52 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.4 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Artesa Financial Group, LLC CIK 0002109808 0.357 62 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Goodman Financial Corp CIK 0001382303 0.242 73 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.4 0.1% 4 -0.0 pp -0.0 pp -0.4 pp +0.1 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.4 0.1% 4 -0.7 pp -0.6 pp -0.7 pp +0.1 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 0.4 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Red Spruce Capital, LLC CIK 0001795356 0.206 94 0.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bensler, LLC CIK 0001965941 0.354 198 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.4 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.2% 4 -0.4 pp -0.0 pp -0.0 pp +0.2 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.4 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.4 0.2% 3 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Collier Financial CIK 0001902901 0.619 141 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.4 0.3% 4 -0.3 pp -0.3 pp -0.2 pp +0.3 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Johns Hopkins University CIK 0001764756 0.949 18 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.4 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.4 0.1% 4 -0.0 pp -0.2 pp -0.0 pp +0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.4 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ark Wealth Advisors LLC CIK 0002110109 0.107 87 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.4 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.4 0.7% 1 +0.7 pp +0.2 pp +0.2 pp +0.7 pp
Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.4 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Souders Financial Advisors CIK 0001811240 0.482 224 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Gainplan LLC CIK 0001697857 0.087 60 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
J. Team Financial, Inc. CIK 0002107629 0.119 102 0.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 0.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vines Capital Management, LLC CIK 0002110678 0.386 90 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.3 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wernau Asset Management Inc. CIK 0002053236 0.585 48 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JBF Capital, Inc. CIK 0001483864 0.803 98 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WMS Group LLC CIK 0002113632 0.236 57 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
DDFG, Inc CIK 0001967640 0.535 91 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Addison Capital Co CIK 0001581465 0.465 184 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.3 0.1% 4 -0.6 pp -0.4 pp -0.2 pp +0.1 pp
Blue Water Asset Management CIK 0002033384 0.650 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vigil Wealth Management, LLC CIK 0002107625 0.518 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.3 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 0.3 0.2% 4 -0.0 pp -0.0 pp -0.3 pp +0.2 pp
Coastline Complete Wealth LLC CIK 0002112134 0.171 55 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.3 0.2% 4 -0.0 pp -0.2 pp -0.1 pp +0.2 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.3 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
HMS Capital Management, LLC CIK 0001689470 0.314 120 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Point Nemo Capital, LLC CIK 0001988307 0.000 188 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.3 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
G&S Capital LLC CIK 0001731448 0.138 152 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MATTERS CAPITAL LLC CIK 0002110838 0.153 75 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cache Advisors, LLC CIK 0002052593 0.701 139 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Frisco Financial Planning LLC CIK 0002133972 0.754 29 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Widmann Financial Services, Inc. CIK 0001906640 0.281 123 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lummis Asset Management, LP CIK 0002011652 0.409 221 0.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.3 0.1% 4 -0.1 pp -0.3 pp -0.2 pp +0.1 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.3 0.3% 4 -0.2 pp +0.1 pp +0.1 pp +0.3 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 4 -0.0 pp -0.0 pp -0.4 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Greenline Wealth Management LLC CIK 0002111541 0.072 131 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Code Waechter LLC CIK 0002039212 0.356 127 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 0.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Provident Investment Management, Inc. CIK 0001076964 0.474 89 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.3 0.1% 4 +0.0 pp +0.0 pp -0.3 pp +0.1 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.3 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PCB Capital LLC CIK 0002123661 0.087 114 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthAvenue LLC CIK 0002123735 0.695 314 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Markin Asset Management, LP CIK 0002110806 0.342 47 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.3 0.1% 4 -0.3 pp -0.6 pp -0.6 pp +0.1 pp
Clifford Group, LLC CIK 0001965522 0.474 86 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Storgate, LLC CIK 0002110835 0.075 351 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heritage Trust Co CIK 0001706028 0.448 313 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.3 0.1% 4 -0.0 pp -0.1 pp -0.5 pp +0.1 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mendel Money Management CIK 0001600585 0.195 127 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Traub Capital Management LLC CIK 0002079207 0.178 132 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Solitude Financial Services CIK 0001839890 0.859 41 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zeit Capital LLC CIK 0001808163 0.744 52 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.3 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Headland Capital, LLC CIK 0002056637 0.802 64 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Thayer Partners, LLC / MA CIK 0002010185 0.568 100 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Evansbrook LLC CIK 0002069478 0.386 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pearl Planning LLC CIK 0002100519 0.696 58 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triad Investment Management CIK 0001615717 0.117 34 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
John Boyer, Inc. CIK 1597484 0.647 39 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Peak Wealth Management LLC CIK 0002094948 0.328 59 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 4 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.2 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.2 0.2% 4 -0.0 pp +0.0 pp -0.5 pp +0.2 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -2.2 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matisse Capital CIK 0001668256 0.148 158 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.2 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rubicon Advisors, GP CIK 0002114679 0.116 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SageOak Financial, LLC CIK 0002055829 0.796 36 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dorato Capital Management CIK 0002095216 0.322 254 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Broussard Financial Group LLC CIK 0001548136 0.577 35 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cyr Financial Inc. CIK 0002010666 0.648 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 0.343 91 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bannerstone Capital Management, LLC CIK 0002083499 0.053 112 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clean Yield Group CIK 0001525865 0.299 395 0.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Contango Wealth Management LLC CIK 2137383 0.124 52 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.2 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.2 0.2% 2 -0.1 pp +0.2 pp -0.0 pp +0.2 pp
HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthPoint Financial, LLC CIK 0002040860 0.147 126 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Thayer Financial, L.L.C. CIK 0002100981 0.722 33 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 0.2 0.1% 4 -1.1 pp -1.1 pp -0.8 pp +0.1 pp
Decker Wealth Management LLC CIK 0002129751 0.422 106 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Somnio Financial Group, LLC CIK 0002034894 0.875 14 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MA Private Wealth CIK 0001767474 0.750 88 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.2 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Oceanside Advisors LLC CIK 0002012184 0.685 57 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Directional Asset Management CIK 0002105817 0.159 83 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Athena Investment Management CIK 0001921093 0.240 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keenan, LLC CIK 0002111703 0.676 45 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dedeker Financial LLC CIK 0002113408 0.173 55 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Go Invest LLC CIK 2139692 0.913 129 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.1 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NKCFO LLC CIK 0001757282 0.145 92 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Wallace Hart LLC CIK 0002018963 0.082 45 0.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.1 0.0% 4 +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% 4 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Premier Financial Group CIK 0001989061 0.418 234 0.1 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merrithew & Thorsten Inc CIK 0002107460 0.745 116 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 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% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 4 -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% 4 -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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Torren Management, LLC CIK 0002096203 0.627 948 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% 5 +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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +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% 4 -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% 4 -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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SFAM, LLC CIK 0001713286 0.679 262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 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% 2 -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% 4 +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% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Novo Holdings A/S CIK 0001388325 0.595 25 0.0 0.0% 0 +0.0 pp -22.0 pp -22.3 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
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
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.8 pp -0.6 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp -18.3 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -5.7 pp +0.0 pp
NRI Wealth Management LC CIK 0002027950 0.718 31 0.0 0.0% 0 -2.8 pp -3.0 pp -5.1 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -16.9 pp -16.7 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -4.7 pp -4.6 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -3.1 pp -3.1 pp -3.1 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
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -1.0 pp -0.6 pp -0.6 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.6 pp -0.7 pp -0.6 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -7.6 pp -7.6 pp -7.5 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp -6.9 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -4.3 pp -4.5 pp -4.7 pp +0.0 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -6.4 pp -6.7 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.291 71 0.0 0.0% 0 -9.4 pp -13.0 pp -14.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
V. M. MANNING & CO., INC. CIK 0000062061 0.405 53 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -1.8 pp -1.8 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -3.1 pp -3.2 pp -1.4 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -2.0 pp -2.1 pp -2.1 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -1.2 pp -1.9 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.7 pp -0.4 pp +0.0 pp
Blossom Wealth Management CIK 0001839735 0.252 72 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.6 pp -0.8 pp -0.8 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -5.8 pp -5.9 pp -6.3 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Governors Lane LP CIK 0001644187 0.123 184 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp +0.0 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fjell Capital, LLC CIK 0002053350 0.309 66 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.5 pp +0.0 pp -0.4 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -6.4 pp -6.7 pp -6.8 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -1.2 pp -1.0 pp -1.1 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -8.8 pp -8.5 pp +0.0 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADE, LLC CIK 0001845950 0.661 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp +0.0 pp
BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -16.8 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -9.3 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.9 pp -0.7 pp -0.7 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -1.7 pp -1.4 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -6.1 pp -6.2 pp -6.2 pp +0.0 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -11.3 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.3 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -3.6 pp -3.6 pp -3.3 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 -0.1 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
14B Captial Management LP CIK 0002009911 0.330 18 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
University of Massachusetts Foundation, Inc. CIK 0001802874 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -37.2 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -29.5 pp -27.6 pp +0.0 pp
LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -6.8 pp -8.5 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -15.6 pp -16.7 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -12.2 pp -8.4 pp -7.4 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -2.7 pp -2.5 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -2.2 pp -2.3 pp -2.3 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.6 pp -0.8 pp -1.2 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 +0.0 pp -0.1 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
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 pp -7.2 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -1.0 pp +0.0 pp -0.9 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
BARR E S & CO CIK 0001040210 0.865 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -4.7 pp -5.1 pp -5.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 +0.0 pp -1.4 pp -1.2 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.8 pp -1.6 pp +0.0 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 -0.1 pp -0.8 pp -1.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 0.0 0.0% 0 -0.1 pp -0.1 pp -0.5 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Ebor Charitable Trust CIK 0001802837 0.000 4 0.0 0.0% 0 +0.0 pp +0.0 pp -56.6 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 pp +0.0 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp -6.9 pp +0.0 pp
Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -1.9 pp -1.1 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -5.1 pp -4.9 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.1 pp -1.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -3.9 pp -3.0 pp -3.3 pp +0.0 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -2.2 pp -2.2 pp -2.4 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status