Signals

VTI

4035 in-universe funds with a nonzero position in VTI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24961
Score / z-2.309 / -2.80
Consensus1161.52 over 2291 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 18,249.1 52.7% 4 -10.5 pp +0.4 pp -2.6 pp +52.7 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 14,372.1 6.7% 2 +0.3 pp +6.7 pp +6.7 pp +6.7 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 10,875.2 37.0% 2 +1.2 pp +37.0 pp +37.0 pp +37.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6,770.9 13.0% 6 +0.4 pp -0.5 pp -0.8 pp -0.4 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 5,504.9 0.3% 7 +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 5,380.4 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,814.4 0.9% 5 -0.0 pp -0.4 pp -0.5 pp -0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,579.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3,089.7 17.3% 5 +0.1 pp -0.6 pp -0.9 pp -1.6 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2,547.3 10.8% 5 -0.3 pp -0.9 pp -1.5 pp -1.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,270.6 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2,248.2 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,085.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Narodna banka Slovenska CIK 0002126778 0.984 3 2,068.7 59.3% 1 +59.3 pp +59.3 pp +59.3 pp +59.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 2,018.8 24.7% 5 -0.1 pp -2.0 pp -3.0 pp -2.7 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1,873.6 31.3% 5 +0.8 pp +0.6 pp +0.6 pp +0.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1,859.5 5.5% 5 +1.4 pp +0.8 pp +0.3 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,648.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1,417.7 7.1% 6 +0.3 pp +0.1 pp -0.2 pp -0.3 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 1,355.5 5.7% 5 -0.5 pp -0.7 pp -0.9 pp -1.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,299.4 1.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,150.3 0.3% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,095.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,093.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1,051.0 1.2% 6 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,002.4 1.0% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 994.2 6.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 950.4 9.0% 5 +0.1 pp -0.0 pp -0.2 pp -0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 905.3 13.0% 5 +0.6 pp -0.2 pp -0.4 pp -0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 857.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 832.8 0.8% 5 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 828.0 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 798.5 1.2% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 779.6 25.6% 2 -8.4 pp +25.6 pp +25.6 pp +25.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 752.1 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 735.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 710.6 0.9% 5 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 710.6 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 674.3 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 666.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp -1.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 658.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 648.5 7.1% 5 +0.0 pp -1.1 pp -1.1 pp -4.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 625.2 9.3% 5 +0.6 pp +0.6 pp +0.6 pp +0.5 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 621.3 9.0% 5 +0.1 pp -0.1 pp -1.2 pp +4.6 pp
FMR LLC CIK 0000315066 0.989 5571 592.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 565.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 563.9 0.7% 4 -0.3 pp -0.3 pp -0.4 pp +0.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 560.5 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 543.1 31.5% 5 +1.4 pp +0.3 pp +0.2 pp +0.8 pp
Foster Group, Inc. CIK 0001841544 0.874 318 523.3 13.9% 5 +0.6 pp +0.3 pp +0.2 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 510.0 1.2% 5 +0.1 pp -0.3 pp -0.2 pp -0.2 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 500.6 27.3% 2 +0.7 pp +27.3 pp +27.3 pp +27.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 481.8 0.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 480.8 2.6% 5 +0.2 pp +0.0 pp -0.8 pp -0.7 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 480.1 30.0% 5 +0.4 pp +0.3 pp +3.1 pp +6.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 441.8 10.8% 5 +0.1 pp +0.3 pp +1.2 pp +2.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 440.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 438.0 1.7% 5 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 431.6 15.5% 5 +2.5 pp +0.3 pp -0.0 pp +0.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 427.5 2.0% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 426.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 425.7 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 424.7 8.9% 5 +0.4 pp -0.1 pp -0.4 pp -0.3 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 421.9 36.9% 5 +0.8 pp +0.2 pp -0.2 pp -0.2 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 412.3 33.7% 6 -13.4 pp -12.6 pp -6.8 pp -9.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 404.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 403.1 15.9% 5 +0.4 pp -0.6 pp -2.0 pp -4.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 393.7 3.8% 5 -0.2 pp -0.7 pp -1.0 pp -1.0 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 391.1 34.2% 5 -0.1 pp -33.0 pp -49.0 pp -48.8 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 386.7 3.8% 4 +0.6 pp +0.7 pp +0.7 pp +3.8 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 383.6 36.4% 5 +1.6 pp -0.0 pp -1.5 pp -1.6 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 382.3 1.8% 5 -0.1 pp +0.6 pp +0.7 pp +0.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 366.2 1.7% 5 -0.0 pp -0.0 pp +0.3 pp +0.7 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 365.9 17.8% 5 +1.1 pp +0.7 pp +1.0 pp +1.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 362.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 353.2 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 343.9 1.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 335.7 1.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 328.1 6.3% 4 -0.6 pp -0.0 pp -0.6 pp +6.3 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 312.5 51.3% 5 +0.4 pp -1.7 pp -1.7 pp -1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 303.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 303.4 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 302.7 7.7% 5 +0.1 pp -0.3 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 298.3 2.8% 5 -0.1 pp -0.4 pp -1.4 pp -2.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 297.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 294.1 22.8% 5 +0.1 pp -1.5 pp -1.5 pp -1.9 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 290.7 5.6% 5 +0.1 pp +0.6 pp -2.0 pp -1.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 290.2 24.8% 5 +0.8 pp +0.8 pp +0.7 pp +1.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 289.4 18.6% 5 +0.5 pp +0.3 pp +0.2 pp -0.0 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 285.4 75.2% 5 +1.3 pp +3.5 pp +3.7 pp +4.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 282.2 14.3% 5 +0.9 pp -0.4 pp -1.6 pp -1.4 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 280.7 18.8% 5 +0.6 pp +0.9 pp -0.9 pp -0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 279.7 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 277.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 274.7 3.9% 5 +0.1 pp -0.7 pp +0.5 pp +0.3 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 267.9 11.0% 5 +2.1 pp +8.0 pp +9.3 pp +9.4 pp
REBALANCE, LLC CIK 0001811052 0.940 103 260.2 13.6% 5 -0.2 pp -1.0 pp -1.3 pp -1.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 257.9 0.4% 1 +0.4 pp -0.1 pp -0.1 pp -0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 255.8 10.0% 5 +0.2 pp -0.1 pp +0.1 pp +0.5 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 253.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 252.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 247.2 35.9% 5 +0.5 pp -1.2 pp -0.9 pp -1.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 244.0 2.7% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 239.2 20.3% 5 +4.6 pp +3.0 pp +3.3 pp +3.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 233.5 1.8% 7 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 229.1 13.0% 5 +0.9 pp +0.2 pp -0.1 pp -0.3 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 228.3 1.9% 5 +0.0 pp -0.1 pp -0.5 pp -0.5 pp
Investure, LLC CIK 0001476993 0.837 17 223.0 13.9% 5 +3.8 pp +2.2 pp -0.1 pp -2.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 222.0 1.3% 5 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
Rainwater Charitable Foundation CIK 0001729139 0.860 4 221.3 73.8% 5 +8.4 pp +13.2 pp +15.2 pp +11.8 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 217.6 6.8% 5 +0.6 pp +0.7 pp +3.6 pp +3.9 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 217.3 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 216.8 5.9% 5 +0.8 pp +0.9 pp +1.1 pp +1.1 pp
Sendero Wealth Management, LLC CIK 0001639375 0.652 209 215.1 21.4% 5 +0.8 pp -0.1 pp -0.4 pp -0.2 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 213.4 4.9% 5 -0.3 pp -0.3 pp -0.2 pp -0.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 209.4 2.5% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 206.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 205.9 54.1% 5 +8.8 pp +8.7 pp +17.7 pp +17.9 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 203.7 33.8% 5 +0.3 pp -0.1 pp -0.3 pp -0.9 pp
Zhang Financial LLC CIK 0001776290 0.816 392 203.6 5.9% 5 -0.3 pp -0.9 pp -1.4 pp -1.7 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 201.6 13.9% 5 -0.8 pp -1.7 pp +2.2 pp +3.9 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 197.9 5.7% 5 +0.1 pp +0.1 pp -0.2 pp -0.2 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 196.5 7.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 195.8 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 195.6 0.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 195.5 1.4% 5 +0.2 pp +0.1 pp -0.0 pp -0.4 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 191.0 16.5% 5 +0.7 pp -0.2 pp -0.1 pp -0.5 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 190.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 187.6 23.9% 5 -0.1 pp -1.0 pp -1.1 pp -0.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 186.8 0.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 185.8 2.3% 5 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 183.1 3.8% 5 +0.3 pp +0.2 pp -0.0 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 178.1 5.3% 5 +0.2 pp +0.0 pp -0.4 pp -0.5 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 178.1 5.9% 5 +5.8 pp +0.6 pp +5.7 pp +5.8 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 174.3 9.7% 5 +0.1 pp -0.0 pp -0.2 pp -0.5 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 171.2 12.4% 5 +0.3 pp -0.4 pp -0.4 pp -0.4 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 171.2 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 170.8 1.1% 2 -0.6 pp +1.1 pp +1.1 pp -0.8 pp
RW Investment Management LLC CIK 0001631627 0.928 115 170.6 15.0% 1 +15.0 pp +15.0 pp -0.6 pp -1.7 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 169.4 33.3% 5 +2.1 pp +0.9 pp +0.7 pp +0.9 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 167.4 18.1% 5 +0.5 pp -0.2 pp -0.4 pp +0.6 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 166.4 53.3% 5 +2.2 pp -0.3 pp -0.9 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 164.1 12.8% 5 +0.5 pp -0.1 pp +1.1 pp -0.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 162.0 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 160.0 9.8% 5 +0.5 pp +2.4 pp +2.1 pp +1.9 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 159.8 13.9% 5 +0.3 pp +0.1 pp +0.1 pp +0.4 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 159.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 156.3 25.5% 3 -7.5 pp -9.0 pp +25.5 pp +25.5 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 154.6 17.9% 5 +0.7 pp +0.4 pp +0.4 pp +1.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 151.9 23.9% 5 -2.4 pp -1.7 pp -6.2 pp -5.7 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 151.3 0.8% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 147.4 2.8% 5 +0.2 pp +0.5 pp +0.3 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 146.8 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 146.8 2.7% 5 -0.1 pp -0.2 pp -1.2 pp -0.6 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 145.0 33.1% 5 +1.3 pp +0.6 pp +1.2 pp +2.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 143.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Avalon Advisory Group CIK 0001802119 0.899 14 142.6 52.7% 5 +2.4 pp +1.9 pp +1.9 pp +2.7 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 140.8 4.0% 5 -0.4 pp -0.1 pp -1.3 pp -1.8 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 140.3 10.4% 5 +0.2 pp -0.0 pp +1.6 pp +1.8 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 140.0 1.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 136.9 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 136.8 4.0% 5 -2.8 pp +2.8 pp -1.6 pp -2.3 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 133.9 13.9% 6 -0.9 pp -1.3 pp -1.5 pp -1.7 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 133.5 33.0% 5 +0.9 pp -0.3 pp -0.8 pp -0.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 131.3 1.2% 5 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 130.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 129.4 1.5% 6 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 129.2 7.7% 7 -0.6 pp -1.2 pp -1.5 pp -1.5 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 127.9 51.5% 2 +4.1 pp +51.5 pp +51.5 pp +0.5 pp
LHM, INC. CIK 0002009224 0.733 24 125.6 42.8% 5 +0.3 pp +0.7 pp +0.3 pp +2.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 125.1 3.9% 5 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
Bell Bank CIK 0001002672 0.895 195 125.1 4.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Busey Bank CIK 0001427202 0.741 388 124.4 3.0% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Stash Investments, LLC CIK 0002008308 0.898 17 123.5 39.8% 5 -0.2 pp -0.4 pp -0.7 pp -0.5 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 123.5 22.5% 5 -1.2 pp -2.7 pp -3.3 pp -3.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 120.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 120.9 6.3% 5 +0.2 pp +0.0 pp -0.1 pp +0.1 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 120.7 16.0% 5 -0.8 pp -2.2 pp -3.6 pp -4.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 120.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 119.8 24.4% 5 +0.3 pp -2.2 pp -2.4 pp -2.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 117.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 117.4 11.9% 5 -0.1 pp +0.1 pp -0.7 pp -1.9 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 116.9 31.3% 5 -1.4 pp -1.0 pp -3.7 pp -4.7 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 116.8 31.9% 5 +0.7 pp -0.6 pp -1.0 pp -0.8 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 116.3 0.7% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 116.0 36.3% 6 -2.7 pp -4.0 pp -4.0 pp -0.4 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 115.0 3.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 113.9 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 113.7 2.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
Cliffwater LLC CIK 0001659851 0.854 22 113.6 28.3% 5 +0.9 pp +4.1 pp +4.2 pp +6.4 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 113.4 1.0% 5 -0.0 pp -0.1 pp +0.6 pp +0.7 pp
BANK OF HAWAII CIK 0000315080 0.804 233 112.7 5.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 110.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 109.7 3.0% 5 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 109.4 25.4% 5 +0.6 pp -0.7 pp -2.4 pp -2.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 109.2 2.0% 7 -1.9 pp -1.6 pp -0.3 pp -0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 107.6 0.7% 5 +0.0 pp -0.2 pp -0.5 pp -0.6 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 107.4 0.9% 5 +0.3 pp +0.3 pp +0.1 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 106.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 106.1 27.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
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AMG National Trust Bank CIK 0001388829 0.744 439 104.8 2.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 103.5 2.9% 6 +0.2 pp +0.1 pp +2.6 pp +2.6 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 102.1 41.7% 5 +1.5 pp +1.8 pp +3.7 pp +3.6 pp
AEGON USA Investment Management, LLC CIK 0001454937 0.751 42 101.7 72.8% 5 +2.5 pp +5.4 pp +8.0 pp +6.0 pp
GSG Advisors LLC CIK 0001995773 0.640 148 101.7 22.4% 5 -0.4 pp -0.7 pp -0.9 pp -1.3 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 100.2 18.7% 2 +0.4 pp +18.7 pp +18.7 pp +18.7 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 99.7 8.0% 5 -0.9 pp -0.8 pp -0.9 pp -0.8 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 97.4 40.3% 4 +1.6 pp -0.1 pp -1.2 pp +40.3 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 96.4 1.2% 5 +0.0 pp -0.1 pp -0.4 pp -0.6 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 96.3 2.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 95.8 20.9% 5 -0.1 pp -0.5 pp -0.6 pp -0.3 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 95.6 5.2% 5 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 95.3 1.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 95.2 4.3% 5 -0.7 pp -0.8 pp +0.1 pp +0.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 94.2 7.7% 5 +0.3 pp +0.0 pp +0.2 pp +0.4 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 93.4 11.4% 5 +0.0 pp -2.1 pp -2.6 pp +10.1 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 93.3 54.4% 5 -4.2 pp -7.2 pp -13.0 pp -13.3 pp
Operose Advisors LLC CIK 0001909750 0.647 522 91.1 17.6% 5 -0.7 pp -0.8 pp -2.0 pp -1.5 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 91.1 16.9% 4 +0.9 pp -0.0 pp +0.1 pp +16.9 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 91.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 90.7 23.6% 4 +17.9 pp +15.3 pp +17.4 pp +23.6 pp
Ellevest, Inc. CIK 0001644128 0.537 469 90.1 10.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
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Hassell Wealth Management, LLC CIK 0001965270 0.820 29 89.8 27.5% 5 +1.9 pp +0.9 pp +0.3 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 89.8 0.9% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 89.3 11.3% 7 +2.5 pp +2.4 pp +1.3 pp +1.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 88.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Haverford Trust Co CIK 0000842941 0.805 424 88.6 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 87.8 12.6% 5 +0.8 pp +1.4 pp +1.1 pp +1.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 85.2 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 84.6 39.1% 2 -0.2 pp +39.1 pp +39.1 pp +39.1 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 84.5 7.2% 5 +0.1 pp -0.0 pp -0.2 pp -0.5 pp
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Tidal Investments LLC CIK 0001600064 0.635 2147 84.2 0.2% 5 -0.0 pp -0.1 pp -0.9 pp -1.3 pp
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OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 83.2 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 81.7 8.3% 5 +0.4 pp -0.4 pp -1.4 pp -1.5 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 81.7 20.9% 5 +1.1 pp +1.1 pp +1.1 pp +1.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 81.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 80.7 8.4% 5 -0.1 pp -0.6 pp -0.9 pp -1.3 pp
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WBH ADVISORY INC CIK 0001259671 0.566 363 78.1 5.2% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
Obsido Oy CIK 0002067281 0.833 20 78.0 41.7% 6 +1.5 pp +1.0 pp +1.4 pp +2.9 pp
CHOREO, LLC CIK 0001679031 0.797 1690 77.9 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 77.4 25.2% 5 +0.2 pp -2.7 pp -1.6 pp +0.1 pp
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Tanager Wealth Management LLP CIK 0001892929 0.750 158 76.4 6.7% 5 +0.2 pp -0.0 pp -0.4 pp -0.8 pp
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Winthrop Advisory Group LLC CIK 0001739043 0.835 226 71.9 4.8% 5 -0.1 pp -0.5 pp -0.7 pp -0.8 pp
Manske Wealth Management CIK 0002095143 0.466 226 70.7 17.5% 6 +0.9 pp +0.4 pp +0.2 pp +0.2 pp
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SMITH, MOORE & CO. CIK 0000200724 0.514 586 70.3 4.6% 5 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
SWF LLC CIK 0002065728 0.943 14 69.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 69.9 0.8% 4 -0.1 pp -0.1 pp +0.3 pp +0.8 pp
Choate Investment Advisors CIK 0001399794 0.922 472 69.3 1.2% 5 +0.2 pp +0.1 pp +0.2 pp +0.6 pp
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Level Wealth Management LLC CIK 0002036775 0.791 70 68.9 27.6% 5 +2.0 pp +0.8 pp +0.9 pp +1.6 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 67.6 24.4% 5 +0.3 pp +0.1 pp +0.6 pp +1.1 pp
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Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 67.1 35.1% 5 +1.7 pp -0.2 pp -0.4 pp -0.6 pp
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Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 65.0 4.2% 5 -0.3 pp -0.5 pp +0.2 pp +0.1 pp
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Greenline Partners, LLC CIK 0001697323 0.573 149 64.1 6.5% 5 +0.5 pp -0.0 pp -0.3 pp -0.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 64.0 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quaker Wealth Management, LLC CIK 0001733472 0.568 967 62.7 18.3% 5 +1.4 pp +1.2 pp -1.3 pp -0.9 pp
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TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 61.4 5.6% 5 -0.3 pp +0.8 pp +0.8 pp -0.4 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 54.5 5.6% 5 -1.0 pp -3.3 pp -4.0 pp -4.3 pp
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FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 53.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wick Capital Partners, LLC CIK 0001904388 0.686 246 52.8 8.0% 5 +0.1 pp -0.0 pp -2.0 pp -1.8 pp
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jvl associates llc CIK 0001915765 0.770 79 52.7 15.0% 5 -0.5 pp -1.0 pp -1.0 pp -1.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 52.7 0.9% 1 +0.9 pp +0.3 pp +0.1 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 52.7 9.6% 5 +0.4 pp -1.1 pp -0.6 pp +0.3 pp
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Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 51.8 9.7% 5 +0.4 pp -0.3 pp -0.7 pp -1.4 pp
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Briggs Wealth Management, Inc CIK 0002109156 0.631 61 50.8 46.4% 2 -0.9 pp +46.4 pp +46.4 pp +46.4 pp
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AlphaCore Capital LLC CIK 0001713662 0.482 1478 50.0 0.9% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 49.9 5.5% 5 -0.2 pp -0.6 pp -0.8 pp -5.2 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 49.9 13.5% 5 +0.9 pp +0.5 pp +0.5 pp +0.4 pp
Michael & Susan Dell Foundation CIK 0001599858 0.958 7 49.8 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 49.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balentine LLC CIK 0001586678 0.932 243 49.7 1.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 49.4 3.6% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
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Linscomb Wealth, Inc. CIK 0001313294 0.697 311 48.7 2.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 48.6 1.9% 6 -0.0 pp -0.2 pp -0.0 pp -0.1 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 48.6 13.5% 5 +0.8 pp +0.6 pp +0.5 pp +2.0 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 48.4 51.2% 5 +0.3 pp +0.3 pp +1.0 pp +0.9 pp
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Pacific Center for Financial Services CIK 0001698222 0.798 500 48.2 10.8% 5 +0.2 pp -0.9 pp -0.9 pp -0.8 pp
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CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 47.9 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 47.8 4.2% 5 +0.4 pp +0.3 pp +0.6 pp +0.3 pp
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BWM Planning, LLC CIK 0002039698 0.671 99 47.4 11.0% 5 +0.7 pp +1.1 pp +1.2 pp +1.5 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 47.4 33.2% 2 +1.0 pp +33.2 pp +33.2 pp +33.2 pp
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VERITY Wealth Advisors CIK 0001763138 0.612 81 46.1 27.8% 5 +0.7 pp +0.7 pp +0.3 pp +0.7 pp
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Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 45.8 0.9% 5 +0.2 pp +0.2 pp -0.5 pp +0.5 pp
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O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 45.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 45.6 2.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
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PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 45.2 15.8% 5 -0.0 pp -0.3 pp -1.6 pp -2.0 pp
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Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 44.3 11.0% 4 +0.4 pp -0.3 pp -0.8 pp +11.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 44.0 0.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
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Prudent Man Advisors, LLC CIK 0001817174 0.285 141 43.3 9.9% 5 -2.1 pp -6.4 pp -6.0 pp -3.3 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 43.0 6.5% 5 +0.5 pp -0.4 pp -0.7 pp -4.6 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 43.0 20.9% 2 +4.8 pp +20.9 pp +20.9 pp +20.9 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 42.9 3.8% 5 +0.6 pp +0.5 pp +0.5 pp +0.4 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 42.5 4.7% 5 +0.2 pp +0.1 pp +0.3 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 42.5 2.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 42.1 12.7% 5 +0.6 pp +0.8 pp +2.8 pp +4.3 pp
BCM ADVISORS, LLC CIK 0001373017 0.760 80 42.0 8.2% 5 +0.1 pp -0.2 pp -0.3 pp -0.0 pp
OLIO Financial Planning CIK 0001906766 0.888 68 41.8 10.4% 5 -0.0 pp -0.8 pp -1.6 pp -2.1 pp
Breakwater Investment Management CIK 0002025925 0.462 600 41.7 14.2% 5 +0.2 pp -0.4 pp -0.3 pp +0.1 pp
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Integris Wealth Management, LLC CIK 0001750852 0.748 131 41.1 8.3% 5 +0.2 pp +0.0 pp +0.0 pp +0.3 pp
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STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 41.0 23.3% 2 -0.8 pp +23.3 pp +23.3 pp +23.3 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 40.7 3.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 40.6 3.6% 5 -0.1 pp -0.5 pp -0.7 pp -0.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 40.5 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 40.2 7.7% 5 +0.7 pp -1.6 pp -0.8 pp -0.9 pp
MAYPORT, LLC CIK 0001922875 0.801 134 40.2 6.2% 5 +0.6 pp +0.1 pp +0.2 pp -0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 39.9 1.6% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 39.8 4.6% 5 -0.1 pp -0.6 pp -0.9 pp -1.2 pp
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KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 39.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Weinberger Asset Management, Inc CIK 0002051705 0.597 101 38.6 12.4% 5 -0.2 pp -0.8 pp -1.0 pp -1.1 pp
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ASPIRIANT, LLC CIK 0001433541 0.906 400 38.3 0.9% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 38.2 1.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 38.1 1.1% 5 +0.0 pp +0.0 pp -0.0 pp -1.1 pp
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ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 35.9 3.9% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
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David Kennon Inc CIK 0001954126 0.575 45 35.5 11.7% 5 +0.3 pp -0.5 pp -0.5 pp -0.3 pp
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SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 35.1 1.4% 5 +0.9 pp +0.9 pp +0.7 pp +0.7 pp
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NorthRock Partners, LLC CIK 0001632097 0.841 669 28.9 0.4% 7 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 28.8 7.1% 5 +0.0 pp -1.1 pp -1.6 pp -2.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 28.8 2.8% 5 -0.0 pp -0.4 pp -0.8 pp -1.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 28.7 0.8% 5 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 28.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Architects, LLC CIK 0002008540 0.807 24 28.6 13.7% 5 +0.5 pp -0.9 pp -1.7 pp -2.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 28.3 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 28.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 28.2 3.7% 5 -0.1 pp -0.5 pp -0.8 pp -1.1 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 28.2 5.3% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 28.0 2.4% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 28.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 28.0 4.8% 6 +0.8 pp +0.6 pp +0.3 pp +1.0 pp
Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 28.0 19.9% 2 +0.9 pp +19.9 pp +19.9 pp +19.9 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 28.0 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 27.9 8.6% 5 -0.2 pp -0.5 pp -0.2 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 27.8 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 27.7 10.4% 5 +0.1 pp +0.3 pp +1.2 pp +2.4 pp
Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 27.7 13.7% 2 +0.2 pp +13.7 pp +13.7 pp +13.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 27.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 27.7 15.2% 5 +0.9 pp +0.7 pp +0.3 pp +0.4 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 27.7 16.1% 2 -2.4 pp +16.1 pp +16.1 pp +16.1 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 27.7 9.9% 5 +0.6 pp +0.5 pp +0.2 pp +0.4 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 27.6 12.7% 5 +0.1 pp -0.5 pp -0.7 pp -0.8 pp
Carter Financial, LLC CIK 0002115533 0.799 33 27.6 20.7% 2 -0.7 pp +20.7 pp +20.7 pp +20.7 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 27.6 17.1% 5 +0.1 pp -1.0 pp -3.4 pp -2.3 pp
Clarity Wealth Development LLC CIK 0002048774 0.213 59 27.5 15.3% 5 -4.5 pp -5.0 pp -5.3 pp -4.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.5 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 27.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 27.1 1.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 26.5 3.0% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 26.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 26.3 14.8% 5 -0.3 pp -1.2 pp -0.8 pp -0.5 pp
WealthCollab, LLC CIK 0002017870 0.550 969 26.2 9.5% 5 +0.3 pp +0.8 pp +0.6 pp +1.2 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 26.2 17.9% 5 +0.8 pp +0.2 pp +0.5 pp -0.6 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 26.2 20.6% 5 +0.0 pp -0.5 pp +0.2 pp +0.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 26.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 26.1 7.4% 5 +0.6 pp +0.6 pp +0.9 pp +1.2 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 26.1 3.8% 5 -0.6 pp -0.6 pp -0.5 pp -0.2 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 26.0 14.7% 5 +1.4 pp +1.8 pp +2.9 pp +3.4 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 26.0 1.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 26.0 5.4% 5 +0.1 pp -0.3 pp -0.6 pp -1.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 25.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 25.8 1.2% 5 -0.0 pp -0.7 pp -0.8 pp -0.8 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 25.8 2.8% 2 +1.9 pp +2.8 pp +2.8 pp +2.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 25.8 0.5% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 25.7 6.3% 5 -3.6 pp -3.6 pp -4.3 pp -4.3 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 25.7 5.2% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 25.7 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 25.5 12.6% 4 +6.6 pp +5.7 pp +10.4 pp +12.6 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 25.4 0.7% 1 +0.7 pp +0.7 pp -0.7 pp -0.6 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 25.4 2.9% 5 +0.2 pp -0.0 pp -0.3 pp -0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 25.3 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 25.2 6.8% 7 +0.3 pp -0.0 pp -0.7 pp -0.6 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 25.1 2.9% 5 +0.2 pp +0.8 pp +2.6 pp +2.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 25.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 25.1 10.4% 5 +0.0 pp -0.7 pp -0.2 pp -0.5 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 25.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 24.5 0.8% 6 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 24.3 5.1% 5 +0.1 pp -0.1 pp -0.8 pp -0.7 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 24.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 24.3 8.7% 5 +0.0 pp -0.7 pp -0.7 pp -1.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 24.2 1.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 24.1 18.9% 2 +0.7 pp +18.9 pp +18.9 pp +18.9 pp
CX Institutional CIK 0001737089 0.437 1568 24.0 0.7% 5 +0.3 pp +0.1 pp +0.3 pp +0.5 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 24.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 23.8 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 23.6 3.0% 5 -0.3 pp -0.4 pp -0.0 pp -0.6 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 23.5 4.8% 5 -0.0 pp -0.0 pp -0.6 pp -0.8 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 23.4 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 23.4 11.0% 6 -1.1 pp -1.4 pp -2.1 pp -2.7 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 23.3 5.5% 5 +0.1 pp -0.2 pp -0.3 pp -0.5 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 23.3 0.9% 5 -0.1 pp -0.0 pp +0.5 pp +0.4 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 23.3 2.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 23.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 23.0 1.4% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
HT Partners LLC CIK 0001552999 0.865 53 23.0 6.4% 5 -0.5 pp -0.7 pp -0.8 pp -0.2 pp
Range Advisory, LLC CIK 2152629 0.575 342 22.9 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 22.8 9.5% 6 -0.5 pp -0.5 pp +0.0 pp -0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 22.8 0.9% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 22.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 22.7 8.8% 5 +0.3 pp -0.5 pp -1.1 pp -0.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 22.6 1.3% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Addis & Hill, Inc CIK 0002016470 0.789 29 22.5 12.4% 5 +0.2 pp -0.5 pp -0.9 pp -1.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 22.5 2.0% 5 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 22.4 0.6% 5 +0.1 pp +0.3 pp +0.1 pp +0.5 pp
URS Advisory LLC CIK 0002111352 0.461 61 22.4 12.4% 2 -2.7 pp +12.4 pp +12.4 pp +12.4 pp
VVR Holdings LLC CIK 0002070884 0.604 38 22.3 9.7% 2 -0.1 pp +9.7 pp +9.7 pp +9.7 pp
Axos Invest Inc. CIK 0002042928 0.762 20 22.2 16.2% 5 -3.4 pp -9.2 pp -19.0 pp -25.1 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 22.1 6.4% 5 +0.6 pp +5.8 pp +6.1 pp +6.1 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 22.1 7.5% 7 -0.2 pp -2.0 pp -1.9 pp -1.4 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 21.9 2.8% 5 +0.2 pp +0.1 pp +0.3 pp +0.2 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 21.8 3.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 21.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 21.8 0.4% 3 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 21.6 7.6% 5 +0.3 pp -0.0 pp +0.6 pp +0.6 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 21.6 10.3% 5 -0.8 pp -1.2 pp -2.0 pp -0.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 21.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 21.5 3.5% 5 +1.1 pp +1.8 pp +2.6 pp +2.8 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 21.4 14.0% 5 +0.6 pp -0.5 pp -0.7 pp -0.9 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 21.4 13.9% 2 +0.0 pp +13.9 pp +13.9 pp +13.9 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 21.3 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 21.2 2.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.5 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 21.2 10.1% 5 +0.4 pp -0.2 pp -0.4 pp -0.3 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 21.1 1.3% 4 +0.0 pp -0.1 pp -0.1 pp +1.3 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 21.1 14.5% 5 +0.6 pp -0.3 pp -0.4 pp -0.1 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 20.9 10.8% 5 -0.3 pp -0.8 pp -1.1 pp -0.5 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 20.9 7.2% 5 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 20.9 2.4% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ridge Creek Global, Inc CIK 0002111429 0.266 94 20.8 16.2% 2 +0.6 pp +16.2 pp +16.2 pp +16.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 20.8 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 20.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 20.7 8.7% 5 +0.6 pp +1.8 pp +1.5 pp +1.5 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 20.7 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 20.7 11.9% 5 +0.2 pp -0.1 pp -0.1 pp +0.0 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 20.5 2.0% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 20.5 2.5% 5 -0.1 pp -0.9 pp -1.1 pp -1.1 pp
Avion Wealth CIK 0001792704 0.773 1750 20.5 3.8% 5 +0.2 pp +0.1 pp +0.0 pp -0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 20.4 0.4% 5 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 20.4 8.4% 5 +0.2 pp -0.5 pp -0.5 pp -0.4 pp
Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 20.4 19.7% 2 -1.8 pp +19.7 pp +19.7 pp +19.7 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 20.4 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 20.4 0.7% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 20.3 1.8% 5 +1.0 pp +1.0 pp +1.0 pp +0.9 pp
Applied Capital LLC CIK 0001862965 0.797 53 20.3 6.5% 5 -0.4 pp -0.9 pp -1.1 pp -1.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 20.2 1.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 20.1 0.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 20.1 6.4% 1 +6.4 pp +0.0 pp -0.2 pp -0.4 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 20.0 18.7% 2 +1.2 pp +18.7 pp +18.7 pp +18.7 pp
Coastline Trust Co CIK 0001324279 0.630 406 20.0 1.8% 5 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 19.9 3.1% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 19.7 1.6% 5 +0.1 pp -0.6 pp -0.7 pp -0.7 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 19.7 1.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 19.4 3.0% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 19.4 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 19.3 14.3% 5 +1.6 pp +1.9 pp +2.2 pp +2.1 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 19.2 11.3% 5 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 19.2 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 19.1 5.5% 5 +0.3 pp -0.1 pp -0.2 pp -0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 19.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 19.1 7.5% 7 +0.9 pp +1.1 pp +1.6 pp +2.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 19.0 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 18.9 10.7% 4 +0.6 pp -1.5 pp -1.7 pp +10.7 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 18.9 13.9% 4 +0.6 pp -0.3 pp -0.6 pp +13.9 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 18.9 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 18.9 2.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
TSFG, LLC CIK 0001800513 0.413 891 18.9 2.4% 5 -0.2 pp -0.3 pp -0.8 pp -1.2 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 18.8 1.7% 5 -0.3 pp -0.5 pp -0.5 pp -0.6 pp
Prosperity Advisers, LLC CIK 0002042930 0.778 44 18.8 13.6% 2 -0.4 pp +13.6 pp +13.6 pp +13.6 pp
DAVIS R M INC CIK 0000891287 0.824 280 18.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 18.7 8.0% 2 +0.6 pp +8.0 pp +8.0 pp +8.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 18.6 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 18.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 18.4 2.9% 5 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 18.4 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 18.4 14.3% 5 +3.0 pp +4.2 pp +4.4 pp +4.7 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 18.4 11.3% 5 +0.4 pp +0.1 pp -0.4 pp -0.7 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 18.3 13.3% 5 +11.0 pp +10.5 pp +6.2 pp +7.1 pp
CONNING INC. CIK 0000801051 0.496 327 18.2 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 18.2 10.6% 1 +10.6 pp +10.6 pp +1.8 pp +2.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 18.1 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 18.1 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 18.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 18.0 4.8% 5 +0.2 pp +0.0 pp -0.1 pp +0.0 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 18.0 4.8% 5 +0.1 pp -0.1 pp -0.8 pp -0.7 pp
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Coston, McIsaac & Partners CIK 0001945037 0.418 948 17.9 3.6% 5 +0.2 pp -0.1 pp -0.3 pp -0.3 pp
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Osbon Capital Management LLC CIK 0001784418 0.256 422 12.8 10.0% 2 +0.2 pp +10.0 pp +10.0 pp +10.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 12.6 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 12.6 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 12.6 0.6% 5 -0.2 pp -0.8 pp -0.9 pp -0.9 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 12.6 3.6% 5 -0.4 pp +0.9 pp +1.4 pp +2.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 12.6 0.7% 5 +0.0 pp +0.5 pp +0.5 pp +0.4 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 12.6 8.3% 1 +8.3 pp +8.3 pp +1.5 pp -0.2 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 12.6 3.2% 5 +0.1 pp -0.7 pp -0.9 pp -1.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 12.6 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
LM Advisors LLC CIK 0002011314 0.053 224 12.5 1.4% 1 +1.4 pp +1.4 pp -0.2 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 12.5 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 12.5 9.9% 5 +0.8 pp +1.6 pp +3.5 pp +4.7 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 12.5 0.5% 1 +0.5 pp +0.0 pp +0.1 pp +0.1 pp
IRON Financial LLC CIK 0001595509 0.376 151 12.4 5.1% 5 +0.1 pp -0.4 pp -0.5 pp -1.1 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 12.4 3.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 12.4 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 12.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
American Money Management, LLC CIK 0001600085 0.432 174 12.3 1.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 12.3 4.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 12.3 2.7% 5 -0.0 pp -0.3 pp -0.4 pp -0.2 pp
PayPay Securities Corp CIK 0001908623 0.257 302 12.2 0.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
SWMG, LLC CIK 0001839255 0.473 100 12.2 2.9% 5 -0.4 pp +0.0 pp -0.1 pp -0.0 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 12.1 1.6% 5 -0.3 pp -0.5 pp -0.1 pp -0.6 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 12.1 4.8% 5 +0.3 pp -0.2 pp -0.1 pp -0.2 pp
IFC Advisors LLC CIK 0002053348 0.691 179 12.1 1.5% 5 +0.0 pp -0.1 pp -0.4 pp -0.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 12.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 12.0 1.8% 5 -0.6 pp -0.8 pp -0.8 pp -1.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.0 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 11.8 3.5% 6 +0.0 pp -0.1 pp -0.4 pp -0.5 pp
DRW Securities, LLC CIK 0001481986 0.026 811 11.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 11.8 4.6% 5 +0.2 pp -0.1 pp +0.4 pp +0.3 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 11.7 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
EASTERN BANK CIK 0001126395 0.668 1038 11.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 11.7 1.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
Paladin Partners, LLC CIK 2141570 0.611 214 11.7 7.7% 2 +0.6 pp +7.7 pp +7.7 pp +7.7 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 11.7 3.5% 2 +1.0 pp +3.5 pp +2.0 pp +1.9 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 11.7 8.3% 2 +0.0 pp +8.3 pp +8.3 pp +8.3 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 11.6 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Centric Wealth Management CIK 0001752761 0.252 209 11.6 1.8% 5 +1.1 pp +1.2 pp +1.4 pp +1.6 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 11.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 11.6 2.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.5 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 11.5 1.9% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 11.5 0.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
TPG Advisors LLC CIK 0002033388 0.435 115 11.5 6.3% 5 +0.2 pp -0.1 pp -0.3 pp -0.5 pp
Northland Capital Management LLC CIK 0001693032 0.536 30 11.5 6.2% 5 -0.7 pp -0.6 pp -4.6 pp -4.3 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 11.5 2.2% 5 +0.1 pp -0.3 pp -0.6 pp -0.4 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 11.5 1.3% 5 +0.1 pp -0.5 pp -0.5 pp -0.4 pp
Next Capital Management LLC CIK 0001752762 0.504 138 11.4 3.1% 5 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 11.4 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 11.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 11.3 3.9% 5 +0.3 pp +0.2 pp +0.4 pp +0.5 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 11.3 5.9% 5 +0.2 pp +0.2 pp -0.0 pp +0.5 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 11.3 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 11.3 9.2% 4 +0.7 pp +1.0 pp +1.4 pp +9.2 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 11.2 4.9% 5 -0.2 pp -0.4 pp -0.7 pp -0.8 pp
RHS Financial, LLC CIK 0001766514 0.159 165 11.2 4.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.2 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Care LLC CIK 0002120450 0.479 73 11.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 11.1 1.0% 7 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 11.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ASL Financial, LLC CIK 0002105933 0.440 99 11.1 7.8% 2 +0.0 pp +7.8 pp +7.8 pp +7.8 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 11.1 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 11.0 2.3% 5 +0.4 pp +0.3 pp +0.4 pp +0.2 pp
Farnam Financial LLC CIK 0002080267 0.372 53 11.0 8.1% 7 -1.5 pp -1.7 pp -2.3 pp -3.2 pp
One Capital Management, LLC CIK 0001606588 0.779 522 11.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 11.0 4.7% 5 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 11.0 2.7% 5 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 11.0 0.6% 5 +0.2 pp +0.2 pp +0.3 pp -0.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 11.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 11.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 11.0 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 11.0 2.2% 5 +0.0 pp -0.2 pp -0.6 pp -0.8 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 10.9 3.2% 5 -0.4 pp -0.7 pp -0.8 pp -0.8 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 10.9 3.3% 5 +0.2 pp -1.1 pp -1.0 pp -1.3 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.9 0.3% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 10.9 9.2% 3 -0.3 pp -0.2 pp +9.2 pp +9.2 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 10.9 5.0% 5 +0.3 pp -0.1 pp +0.2 pp +0.1 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 10.9 3.3% 5 +0.1 pp -0.2 pp -0.4 pp -0.3 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 10.9 3.1% 4 -0.4 pp -0.4 pp -0.5 pp +3.1 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 10.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Accel Wealth Management CIK 0001838226 0.241 305 10.9 2.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 10.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 10.7 0.6% 2 -2.5 pp +0.6 pp +0.6 pp +0.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 10.7 2.3% 5 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
Atala Financial Inc CIK 0002053756 0.240 121 10.7 6.5% 5 +0.7 pp +1.1 pp +1.5 pp +1.8 pp
Crews Bank & Trust CIK 0002052279 0.645 662 10.7 1.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 10.7 1.1% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 10.6 5.2% 5 -0.8 pp -1.4 pp -1.5 pp -1.3 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 10.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 10.6 2.0% 5 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
BluePrint Investing LLC CIK 0002108872 0.662 25 10.6 8.9% 2 +0.7 pp +8.9 pp +8.9 pp +8.9 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 10.6 2.9% 5 -0.3 pp -0.0 pp -0.0 pp -0.4 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 10.6 3.3% 5 -0.1 pp -0.1 pp +0.2 pp +0.3 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 10.6 4.5% 3 +0.3 pp +0.2 pp +4.5 pp +4.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 10.5 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 10.5 1.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 10.5 5.9% 5 -0.4 pp -0.0 pp +0.0 pp -0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 10.5 2.9% 7 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
S.A. Mason LLC CIK 0001800911 0.217 282 10.4 3.2% 5 -0.2 pp -0.5 pp -0.8 pp -0.7 pp
Newton One Investments LLC CIK 0001842787 0.836 146 10.4 2.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 10.4 0.3% 5 +0.0 pp -0.6 pp -0.4 pp -0.4 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 10.4 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 10.3 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 10.2 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 10.2 6.2% 5 +0.7 pp +2.2 pp +1.7 pp +2.0 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 10.2 5.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 10.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 10.1 3.5% 3 -0.4 pp -2.3 pp +3.5 pp +3.5 pp
Trust Co CIK 0001632554 0.769 908 10.1 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 10.1 2.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 10.0 2.5% 5 +0.3 pp +0.3 pp +0.4 pp +0.7 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 10.0 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 10.0 1.4% 5 +0.5 pp +0.6 pp +0.4 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 9.9 2.2% 5 +0.0 pp -0.2 pp -0.4 pp -0.5 pp
Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 9.9 5.6% 5 +0.1 pp -0.1 pp -0.5 pp -0.4 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 9.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 9.9 3.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.8 0.6% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Tenon Financial LLC CIK 0002020781 0.850 61 9.8 3.2% 5 -0.2 pp +0.1 pp -1.0 pp -0.2 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 9.8 5.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 9.8 0.5% 5 -0.1 pp -0.0 pp +0.2 pp +0.1 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 9.8 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 9.7 1.1% 5 -0.1 pp -0.2 pp -0.3 pp +0.1 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 9.7 4.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 9.7 7.0% 5 +0.6 pp +0.4 pp +0.3 pp +0.6 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 9.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 9.6 1.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 9.6 2.0% 5 -0.4 pp -0.6 pp -0.5 pp -1.3 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 9.5 1.2% 5 -0.2 pp -1.0 pp -1.3 pp -1.2 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 9.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 9.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 9.5 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 9.5 1.0% 5 -0.0 pp +0.3 pp +0.2 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 9.4 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 9.4 1.3% 4 +0.1 pp -0.3 pp -0.3 pp +1.3 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 9.4 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
STEPH & CO CIK 0000941519 0.731 283 9.4 2.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.9 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 9.4 1.2% 5 -0.2 pp -0.3 pp -0.5 pp -0.8 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 9.3 0.9% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.2 0.2% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
Prodigy Asset Management LLC CIK 0001956244 0.864 29 9.2 2.8% 5 +0.2 pp +0.7 pp +0.2 pp -0.5 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 9.1 3.7% 5 +0.2 pp -0.0 pp -0.2 pp -0.1 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 9.1 4.3% 5 -0.4 pp -1.0 pp -2.3 pp -2.1 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 9.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 9.1 2.5% 5 -0.2 pp -0.5 pp -0.7 pp -0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 9.0 0.8% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 9.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 9.0 3.1% 5 -1.1 pp -1.4 pp -1.8 pp -1.8 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 9.0 2.9% 6 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 8.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 8.9 3.0% 4 -0.1 pp -0.1 pp +0.3 pp +3.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 8.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 8.9 15.0% 4 +0.1 pp -1.1 pp -1.7 pp +15.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 8.8 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 8.8 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 8.8 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 8.8 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 8.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 8.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 8.8 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 8.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 8.7 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 8.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 8.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.6 1.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 8.6 1.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 8.6 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 8.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SNOWWATER INVESTMENT PARTNERS, LLC CIK 0002075393 0.167 98 8.5 5.9% 2 -1.1 pp +5.9 pp +5.9 pp +5.9 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 8.5 4.2% 5 +0.0 pp -0.7 pp -0.5 pp -1.2 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 8.5 6.3% 5 +0.6 pp +0.2 pp -0.4 pp -0.5 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 8.5 0.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 8.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 8.5 2.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 8.4 2.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 8.4 1.2% 5 +0.1 pp +1.0 pp +1.1 pp +1.1 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 8.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 8.3 5.7% 2 -0.6 pp +5.7 pp +5.7 pp +5.7 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 8.3 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 8.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Level Financial Advisors CIK 0001871734 0.644 95 8.2 1.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 8.2 1.6% 5 +0.3 pp +0.9 pp +0.8 pp +0.7 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 8.2 4.2% 5 +0.3 pp +0.0 pp +0.0 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 8.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 8.1 0.5% 5 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 8.1 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 8.1 2.2% 5 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
CVFG LLC CIK 0002050974 0.313 250 8.1 0.8% 1 +0.8 pp -3.5 pp -3.7 pp -3.8 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 8.1 0.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 8.0 1.7% 5 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Generations Wealth, LLC CIK 0002070529 0.610 36 8.0 7.6% 2 +0.6 pp +7.6 pp +7.6 pp +7.6 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 7.9 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.9 3.2% 5 -0.3 pp +0.1 pp +0.1 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 7.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 7.9 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
United Community Bank CIK 0002000314 0.267 534 7.9 2.4% 5 +0.4 pp +0.7 pp +1.3 pp +1.8 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 7.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 7.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 7.8 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 7.8 4.2% 5 +0.2 pp +0.1 pp -2.3 pp -1.8 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 7.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 7.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 7.7 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 7.7 1.7% 5 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 7.7 1.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 7.7 4.7% 5 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.7 0.7% 5 +0.0 pp +0.0 pp +0.3 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 7.7 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 7.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 7.7 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 7.6 1.7% 7 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 7.6 2.0% 5 -0.5 pp -0.2 pp +0.0 pp +0.2 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 7.6 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 7.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 7.6 3.5% 5 +0.1 pp +0.3 pp +0.0 pp +0.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 7.6 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 7.6 3.0% 5 -0.0 pp -0.3 pp -0.6 pp -0.6 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 7.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 7.5 2.7% 5 +0.3 pp +0.5 pp +0.4 pp +0.4 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entruity Wealth, LLC CIK 0001719303 0.105 54 7.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 7.5 1.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 7.5 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 7.5 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 7.5 4.2% 5 +0.1 pp -0.0 pp -0.5 pp -0.8 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 7.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 7.4 1.5% 5 +0.0 pp +0.1 pp +0.4 pp +0.3 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 7.4 1.1% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 7.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 7.4 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 7.4 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 7.3 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 7.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
True North Advisors, LLC CIK 0001634556 0.493 291 7.3 0.7% 3 -0.1 pp -0.2 pp +0.7 pp -0.1 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 7.3 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 7.3 0.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 7.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 7.2 2.6% 5 +0.6 pp +0.9 pp +1.4 pp +1.8 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 7.2 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 7.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 7.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 7.2 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 7.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 7.2 3.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 7.1 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 7.1 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 7.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 7.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wind River Trust Co CIK 0001657703 0.904 12 7.0 2.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Montis Financial, LLC CIK 0001844314 0.565 152 7.0 1.4% 5 +0.2 pp +0.1 pp -0.1 pp -0.3 pp
Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 7.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Human Investing LLC CIK 0001767513 0.861 105 7.0 1.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Fort Henry Capital, LLC CIK 0001843536 0.856 17 7.0 3.9% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 7.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 7.0 1.8% 3 -0.5 pp -0.6 pp +1.8 pp +1.8 pp
L & S Advisors Inc CIK 0001392364 0.047 236 7.0 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 7.0 1.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Unify Financial Advisors CIK 0002126814 0.217 90 7.0 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 7.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 7.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.0 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 6.9 2.9% 5 +0.3 pp +0.3 pp -0.2 pp -0.2 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 6.9 2.8% 5 +0.6 pp +1.5 pp +1.2 pp +1.3 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 6.9 0.8% 5 +0.6 pp +0.6 pp +0.2 pp +0.2 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 6.9 3.9% 5 +0.2 pp -0.0 pp +0.2 pp +0.3 pp
ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 6.9 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 6.9 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 6.9 2.0% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
SHP Wealth Management CIK 0001807060 0.763 1981 6.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp -0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 6.8 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 6.8 2.3% 5 -0.3 pp -0.2 pp -0.3 pp -0.7 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 6.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 6.8 0.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 6.8 2.3% 5 -0.0 pp -0.3 pp -0.3 pp -0.6 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 6.8 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 6.8 3.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 6.8 1.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 6.7 2.7% 6 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 6.7 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 6.7 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Heartland Bank & Trust Co CIK 0001866040 0.530 211 6.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 6.7 0.6% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 6.7 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 6.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 6.7 2.6% 6 -0.1 pp +0.1 pp -0.2 pp -0.5 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 6.6 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Charis Legacy Partners, LLC CIK 0002056602 0.634 28 6.6 8.1% 5 -0.1 pp +0.1 pp +0.1 pp -0.6 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.6 2.4% 5 +0.2 pp +0.2 pp +1.4 pp +1.9 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 6.6 0.8% 4 +0.0 pp -0.4 pp +0.2 pp +0.8 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 6.6 1.5% 5 -8.3 pp -8.0 pp -6.9 pp -7.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FreeGulliver LLC CIK 0002032561 0.536 123 6.5 2.3% 5 -0.1 pp +2.1 pp +1.9 pp +1.9 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 6.5 1.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 6.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 6.5 0.6% 7 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 6.5 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 6.5 2.8% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
Navigate Wealth Management, LLC CIK 0002127791 0.512 79 6.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 6.5 4.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Lakeside Advisors, INC. CIK 0001913467 0.512 65 6.5 4.1% 5 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 6.5 0.6% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 6.4 5.4% 2 -0.0 pp +5.4 pp +5.4 pp +5.4 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EdgeRock Capital LLC CIK 0001908378 0.651 134 6.4 1.5% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 6.4 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 6.4 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 6.4 0.8% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Strategic Financial Group, LLC CIK 0002131286 0.765 19 6.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 6.3 1.0% 3 +0.8 pp +0.7 pp +1.0 pp +1.0 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 6.3 5.1% 5 -0.0 pp -0.3 pp -0.5 pp -0.4 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 6.3 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 6.3 2.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 6.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 6.3 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value Investment Professionals, LLC CIK 0002110205 0.000 97 6.2 5.2% 2 +1.1 pp +5.2 pp +5.2 pp +5.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 6.2 0.4% 5 -0.9 pp -0.9 pp -0.8 pp -0.8 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 6.2 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 6.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 6.1 2.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.3 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 6.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 6.1 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 6.1 1.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.5 pp
Strid Group, LLC CIK 0001625800 0.894 93 6.1 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAYBAN CIK 0002110649 0.250 595 6.0 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 6.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Friday Financial CIK 0002048792 0.653 108 6.0 1.6% 5 -0.2 pp -0.3 pp -0.6 pp -0.9 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 6.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 6.0 2.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 6.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 6.0 2.2% 5 +0.1 pp -0.0 pp -0.4 pp -0.6 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 6.0 4.4% 5 +0.3 pp +1.0 pp +2.2 pp +2.2 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 5.9 1.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 5.9 0.4% 5 -0.1 pp -0.2 pp -0.8 pp -1.1 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 5.9 2.9% 5 +0.1 pp -0.0 pp -0.2 pp -0.3 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 5.9 1.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 5.9 4.4% 4 +0.1 pp -0.1 pp -0.3 pp +4.4 pp
Providence First Trust Co CIK 0001713735 0.116 196 5.9 1.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.5 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 5.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.8 1.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Keel Point, LLC CIK 0001386935 0.645 514 5.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.8 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 5.8 0.5% 2 +0.0 pp +0.5 pp -0.1 pp -0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 5.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 5.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 5.8 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 5.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.7 0.7% 5 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
Verum Partners LLC CIK 0001958984 0.585 200 5.7 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 5.7 0.8% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 5.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 5.7 1.5% 5 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.7 2.2% 5 -0.0 pp -0.3 pp -0.5 pp -0.7 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.6 0.7% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 5.6 1.0% 5 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 5.6 0.6% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 5.6 1.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 5.6 0.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 5.6 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
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Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 5.6 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 5.6 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 5.6 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 5.5 1.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 5.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.5 1.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.5 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 5.5 1.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 5.5 0.9% 5 +0.0 pp +0.2 pp +0.1 pp -0.1 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 5.5 2.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 5.5 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 5.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 5.5 0.3% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 5.5 2.7% 5 +0.2 pp +0.0 pp +1.7 pp +1.7 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 5.5 2.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 5.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 5.4 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 5.4 3.5% 5 +0.2 pp -0.1 pp -0.3 pp -0.3 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 5.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 5.4 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Madrid Wealth Management, LLC CIK 0002106678 0.482 70 5.4 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 5.4 2.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.3 pp
GERBER, LLC CIK 0002014164 0.601 96 5.4 2.5% 5 -0.1 pp -0.2 pp -0.5 pp -0.5 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 5.3 3.6% 5 +0.0 pp +0.7 pp +0.6 pp +0.6 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 5.3 0.7% 5 +0.1 pp -0.1 pp +0.1 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 5.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 5.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 5.3 2.8% 5 +0.0 pp -0.2 pp +0.2 pp +0.4 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 5.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 5.3 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
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STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.3 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 5.2 1.3% 5 +0.1 pp +0.0 pp +0.8 pp +0.0 pp
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Old Peak Finance LLC CIK 0002080991 0.632 102 5.2 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
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Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 5.2 1.7% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
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CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 5.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 2.8 0.7% 5 +0.3 pp +0.2 pp +0.2 pp +0.5 pp
Five Oceans Advisors CIK 0001876326 0.524 204 2.8 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 2.7 1.2% 1 +1.2 pp +1.2 pp -0.1 pp +1.2 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 2.7 1.9% 6 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 2.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 2.7 1.1% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 2.7 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
LPWM LLC CIK 0001801101 0.514 98 2.7 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McHugh Group, LLC CIK 0002052657 0.526 86 2.7 1.4% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.7 2.0% 6 +0.5 pp +0.3 pp -0.0 pp -0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.7 1.4% 6 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 2.7 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 2.7 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 2.7 0.6% 5 -0.0 pp -0.8 pp -0.1 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 2.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 2.7 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Xena Financial Planning, LLC CIK 0002101744 0.604 38 2.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 2.7 0.9% 1 +0.9 pp -0.1 pp +0.3 pp +0.3 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 2.7 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sun Group Wealth Partners CIK 0002111007 0.272 81 2.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
Stone Wealth Partners CIK 0001813454 0.281 63 2.6 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 2.6 0.8% 5 +0.1 pp -0.2 pp -0.0 pp -0.1 pp
SFM, LLC CIK 0002064225 0.427 69 2.6 1.4% 7 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
RDA Financial Network CIK 0001774086 0.257 284 2.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 2.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 2.6 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 2.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 2.6 1.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 2.6 1.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 2.6 0.4% 5 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 2.6 1.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 2.6 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 2.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.6 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.6 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 2.6 3.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 2.6 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 2.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.5 0.8% 5 -1.1 pp -0.2 pp -0.9 pp -1.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 2.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 2.5 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whelan Financial CIK 0001894921 0.754 101 2.5 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 2.5 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.5 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 2.5 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 2.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 2.5 0.9% 5 -0.1 pp -0.9 pp -0.8 pp -0.7 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 2.5 0.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 2.5 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 2.5 1.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 2.5 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 2.5 0.8% 5 -5.2 pp -5.6 pp -5.6 pp -4.8 pp
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NWK Group, Inc. CIK 0001803054 0.429 71 2.5 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 2.5 0.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Veratis Advisors, Inc. CIK 0002111807 0.253 84 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.5 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.5 2.1% 5 -1.2 pp -1.5 pp -1.8 pp -1.8 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.4 0.5% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Secure Asset Management, LLC CIK 0001800692 0.269 320 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 2.4 0.6% 5 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
RS CRUM INC. CIK 0001401459 0.764 103 2.4 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 2.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 2.4 1.3% 6 +0.0 pp -0.3 pp -0.6 pp -0.9 pp
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Essex Bank CIK 0001752212 0.260 318 2.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HBE Wealth Management, LLC CIK 0002104442 0.580 59 2.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 2.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wiser Wealth Management, Inc CIK 0001573263 0.874 75 2.4 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.4 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Park Edge Advisors, LLC CIK 0001965659 0.444 149 2.4 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
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MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MOR Wealth Management, LLC CIK 0002092389 0.479 122 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 2.2 1.0% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 2.1 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 2.1 1.0% 5 +0.0 pp +0.1 pp -0.3 pp -0.4 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Napier Financial, LLC CIK 0002086579 0.647 472 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MFA Wealth Services CIK 0001989379 0.288 134 2.1 1.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 2.1 1.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 2.1 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OFS Enterprise LLC CIK 0002107566 0.725 106 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 2.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 2.1 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 2.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.1 0.7% 6 +0.0 pp +0.0 pp +0.4 pp -0.0 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 2.1 0.9% 5 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 2.1 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ETF Store, Inc. CIK 0001911470 0.237 114 2.1 1.8% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.1 0.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.1 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 2.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Essex LLC CIK 0001889147 0.576 180 2.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 2.1 1.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 2.1 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.1 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 2.1 0.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.1 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.1 0.7% 5 -0.0 pp -0.1 pp -0.6 pp -0.6 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 2.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 2.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BDFS Capital LLC CIK 0002112636 0.430 116 2.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 2.1 0.7% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.1 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.1 0.4% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 2.1 1.0% 7 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 2.1 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 2.0 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 2.0 0.4% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 2.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 2.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 2.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.0 1.0% 4 -0.0 pp -0.1 pp -0.3 pp +1.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 2.0 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 2.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 2.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 2.0 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 2.0 1.1% 5 -0.1 pp +0.8 pp +0.7 pp +0.7 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 2.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 2.0 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 2.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 2.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.0 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 2.0 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 2.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 2.0 1.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.0 0.9% 3 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 2.0 0.4% 5 -0.0 pp -0.1 pp -0.4 pp -0.4 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.0 0.6% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
PARTHENON LLC CIK 0001088859 0.632 133 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 2.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 2.0 0.9% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
Elgethun Capital Management CIK 0001638022 0.537 174 2.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Council, LLC CIK 0001883629 0.681 106 2.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.776 50 2.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.9 0.6% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.9 0.4% 5 +0.0 pp -0.0 pp -0.4 pp -0.4 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.9 0.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brickley Wealth Management CIK 0001712533 0.861 68 1.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.9 0.7% 5 +0.5 pp +0.4 pp +0.5 pp +0.4 pp
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SP Asset Management LLC CIK 0001962086 0.687 137 1.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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V2 Financial group LLC CIK 0002022843 0.490 123 1.9 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Cypress Capital Group CIK 0001341748 0.370 314 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 1.9 1.4% 5 -0.3 pp -0.7 pp +0.4 pp -0.0 pp
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Seal Cove Capital, LLC CIK 0002135303 0.355 10 1.9 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
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Realta Investment Advisors CIK 0001776792 0.189 378 1.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 1.9 1.7% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ted Buchan & Co CIK 0002033413 0.435 95 1.9 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
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HWG Holdings LP CIK 0001599390 0.277 44 1.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.9 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 1.9 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.9 1.0% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 1.8 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Flower City Capital CIK 0001808394 0.859 49 1.4 0.6% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 1.4 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advantage Trust Co CIK 0002009346 0.631 197 1.4 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 1.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.4 0.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 1.4 1.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Farrell Financial LLC CIK 0002031235 0.502 83 1.4 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New World Advisors LLC CIK 0001767724 0.874 125 1.4 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 1.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 1.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Fortune 45 LLC CIK 0001918707 0.802 36 1.4 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 1.4 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 1.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.4 1.2% 5 -1.3 pp -0.7 pp -0.6 pp -0.6 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 1.3 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.3 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.3 0.3% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 1.3 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Citrine Capital LLC CIK 0002053242 0.796 60 1.3 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 1.3 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 1.3 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wellington Grp LLC CIK 0002134013 0.401 144 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.3 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.3 0.7% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 1.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 1.3 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Lutz Financial Services LLC CIK 0001737112 0.849 112 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 1.3 0.8% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 1.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.3 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Community Bank of Raymore CIK 0001599923 0.387 76 1.3 0.8% 5 +0.0 pp -0.2 pp -0.2 pp +0.6 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 1.3 0.4% 6 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Sherry Group, Inc. CIK 0002107738 0.369 52 1.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
CHRISTINE MESSMER PC CIK 0002097609 0.479 86 1.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 1.3 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.3 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Vavra Capital Management, LLC CIK 0002106605 0.759 22 1.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
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BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 1.3 0.4% 5 -0.7 pp -0.8 pp -0.9 pp -1.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 1.3 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 1.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 1.3 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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LVW Advisors, LLC CIK 0001576053 0.581 462 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Vision Capital Management, Inc. CIK 0001417889 0.704 156 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Midwest Financial Group LLC CIK 0001967193 0.272 136 1.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 1.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.2 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
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RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 1.2 0.6% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 1.2 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Team Hewins, LLC CIK 0001964760 0.899 40 1.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Elevation Wealth Management LLC CIK 0002093518 0.167 145 1.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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Riverstone Advisors, LLC CIK 0001763404 0.637 85 1.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.2 0.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.1 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 1.1 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.1 0.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
YANKCOM Partnership CIK 0002036975 0.405 308 1.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 1.0 1.1% 5 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.0 0.8% 5 -0.0 pp -0.0 pp -0.5 pp -0.5 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.0 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 1.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 1.0 0.2% 5 +0.0 pp -0.3 pp -0.7 pp -0.2 pp
New England Professional Planning Group Inc. CIK 0001540867 0.879 50 1.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.0 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 1.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Legacy Trust CIK 0001772483 0.355 210 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 1.0 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 1.0 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 1.0 0.5% 4 +0.2 pp +0.1 pp -0.1 pp +0.5 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 1.0 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.0 0.1% 5 -0.0 pp -1.1 pp -1.6 pp -0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.0 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 1.0 0.2% 5 +0.0 pp -0.1 pp -0.5 pp -0.5 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.6% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Miramar Capital, LLC CIK 0001767812 0.462 57 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 1.0 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp -0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 1.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.0 0.5% 5 -0.1 pp -0.0 pp -0.6 pp -0.3 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.0 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp -0.1 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.0 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.0 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 1.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.5 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PAX Financial Group, LLC CIK 0001803673 0.350 207 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 1.0 0.4% 1 +0.4 pp +0.4 pp -0.1 pp -0.1 pp
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Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 1.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Retirement Solution LLC CIK 0001914606 0.878 75 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 1.0 0.8% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 1.0 0.2% 5 -0.0 pp -0.9 pp +0.0 pp -0.2 pp
Triune Financial Partners, LLC CIK 0002040393 0.913 49 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.0 0.4% 1 +0.4 pp -0.1 pp +0.4 pp +0.1 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAXTER BROS INC CIK 0001096783 0.532 172 1.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 1.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.9 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.9 0.5% 5 -0.1 pp -0.3 pp -0.1 pp -0.4 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Southland Equity Partners LLC CIK 0002006517 0.434 306 0.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.9 0.2% 5 -0.2 pp -0.3 pp -0.1 pp -0.3 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.9 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.9 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Chico Wealth RIA CIK 0001926037 0.794 49 0.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Mason & Associates, LLC CIK 0001895045 0.899 45 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DDD Partners, LLC CIK 0001729673 0.504 164 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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HF Advisory Group, LLC CIK 0001963169 0.209 168 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp -0.3 pp
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Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Ark Wealth Advisors LLC CIK 0002110109 0.107 87 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Paragon Advisors, LLC CIK 0001799719 0.414 77 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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LCW Services, LLC CIK 0002110690 0.770 40 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.4 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Macro Advisors, Inc. CIK 0001821406 0.643 45 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gainplan LLC CIK 0001697857 0.087 60 0.4 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
High Point Wealth Management, LLC CIK 0002106882 0.246 250 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908 0.117 28 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Thayer Partners, LLC / MA CIK 0002010185 0.568 100 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.4 0.2% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 0.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.4 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.4 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wernau Asset Management Inc. CIK 0002053236 0.585 48 0.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.4 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
WMS Group LLC CIK 0002113632 0.236 57 0.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
JBF Capital, Inc. CIK 0001483864 0.803 98 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Addison Capital Co CIK 0001581465 0.464 184 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.4 0.6% 5 +0.3 pp +0.1 pp +0.2 pp +0.0 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
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ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Vigil Wealth Management, LLC CIK 0002107625 0.517 81 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -3.9 pp -4.6 pp -4.6 pp -4.6 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 -0.3 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
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Blossom Wealth Management CIK 0001839735 0.251 72 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 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
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -6.1 pp +0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -3.5 pp -3.4 pp -2.9 pp -2.5 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -6.1 pp -6.2 pp -6.2 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.9 pp -0.9 pp -0.3 pp -0.4 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
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
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.4 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
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
SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 +0.0 pp -2.8 pp -3.0 pp -5.1 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 +0.0 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 +0.0 pp -6.9 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Ahara Advisors LLC CIK 0002116771 0.419 55 0.0 0.0% 0 -13.7 pp +0.0 pp +0.0 pp +0.0 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 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 +0.0 pp -6.4 pp -6.7 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -2.2 pp -2.3 pp -2.3 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.6 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 0.0 0.0% 0 -0.1 pp +0.0 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
University of Massachusetts Foundation, Inc. CIK 0001802874 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -37.2 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.6 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.2 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.0 0.0% 0 +0.0 pp -0.2 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
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
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -2.3 pp -2.5 pp -2.8 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -1.1 pp -1.1 pp -1.0 pp -0.9 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
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
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
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.5 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
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Strategic Planning, Inc. CIK 0001925220 0.299 54 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 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
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -18.3 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 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 +0.0 pp -0.2 pp -0.2 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp -5.1 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.2 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.3 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
John Boyer, Inc. CIK 1597484 0.647 39 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 pp -4.9 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp -4.6 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.8 pp -1.0 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
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -1.2 pp -1.0 pp -1.1 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
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 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
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -12.2 pp -8.4 pp -7.4 pp
Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -2.0 pp -2.1 pp -2.1 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
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -16.8 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Ebor Charitable Trust CIK 0001802837 0.000 4 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -56.6 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -1.7 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 +0.0 pp -0.3 pp
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Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -7.6 pp -7.4 pp -7.1 pp -6.9 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.1 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 +0.0 pp -0.9 pp -1.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -4.1 pp -5.4 pp -5.6 pp -6.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.3 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.5 pp
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Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.5 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 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 +0.0 pp -3.1 pp -3.2 pp -1.4 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Promus Capital, LLC CIK 0002054921 0.294 301 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.6 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -3.8 pp -4.1 pp -4.0 pp -4.1 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.2 pp -0.7 pp -0.7 pp -0.8 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.8 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.8 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 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
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.9 pp -0.9 pp -0.7 pp -0.8 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp -0.7 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
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -9.1 pp -9.1 pp -9.7 pp -9.4 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 +0.0 pp -5.6 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -1.6 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -0.9 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -1.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status