Signals

VTV

2339 in-universe funds with a nonzero position in VTV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#11
Score / z9.241 / 11.82
Consensus771.15 over 1501 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 22,647.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9,236.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 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 5,775.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,674.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,433.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,880.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,827.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,330.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,316.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,156.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,036.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 959.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 938.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 933.7 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 823.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FMR LLC CIK 0000315066 0.989 5571 807.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 754.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 668.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 651.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 629.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 625.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 624.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 583.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 571.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 554.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 553.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 510.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 452.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 411.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 397.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 395.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 374.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 318.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 308.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 307.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 291.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 274.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Members Trust Co CIK 0001677560 0.939 170 266.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 258.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 257.6 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 253.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 253.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 252.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bell Bank CIK 0001002672 0.895 195 249.1 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 245.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 244.8 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 231.9 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 226.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 219.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 215.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 211.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 209.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Foster Group, Inc. CIK 0001841544 0.874 318 207.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 199.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 197.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 194.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 188.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 184.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 175.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 169.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 164.1 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 161.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 161.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 160.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 158.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 157.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 156.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 154.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 150.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 149.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 145.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 141.6 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 141.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 138.1 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 136.9 22.1% 1 +22.1 pp +22.1 pp +22.1 pp +22.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 133.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 129.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 126.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 125.6 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
Creative Planning CIK 0001540235 0.979 4196 123.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 121.6 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 121.2 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 120.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 119.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 118.9 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 118.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 117.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 116.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NEPC LLC CIK 0001424799 0.960 53 116.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 114.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brickley Wealth Management CIK 0001712533 0.861 68 113.2 22.1% 1 +22.1 pp +22.1 pp +22.1 pp +22.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 110.3 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 108.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 105.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 104.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 103.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 102.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 102.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 101.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 100.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 100.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 99.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 96.8 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 96.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 94.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
BANK OF HAWAII CIK 0000315080 0.804 233 94.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 93.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 90.4 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
RMR Wealth Builders CIK 0001803848 0.732 316 89.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Trust Co of Tennessee CIK 0002025098 0.942 8 84.4 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 83.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 82.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 81.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 81.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 75.7 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 75.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 74.7 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 72.8 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 72.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 71.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 70.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 69.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 69.3 9.4% 3 -0.8 pp -0.8 pp +9.4 pp +9.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 68.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 67.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Unison Advisors LLC CIK 0001695818 0.855 173 67.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 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 67.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 67.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 66.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 65.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 64.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 64.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 64.1 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 63.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 63.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 62.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 62.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 61.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 61.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 61.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 60.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 60.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 59.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 57.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 57.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 56.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 56.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Trust Co CIK 0001632554 0.769 908 55.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 54.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 54.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 54.6 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 54.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 54.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 54.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 54.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 54.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
OLIO Financial Planning CIK 0001906766 0.888 68 53.6 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 53.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 53.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Partners in Financial Planning CIK 0002054264 0.816 131 53.1 9.8% 2 -0.8 pp +9.8 pp +9.8 pp +9.8 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 52.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 52.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 51.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 50.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 50.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 49.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
CW Advisors, LLC CIK 0001904976 0.000 0 48.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 48.3 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 47.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 47.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 46.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 46.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 46.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 46.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 45.3 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 45.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 45.1 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 44.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 44.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 44.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 44.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 44.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 43.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 43.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 42.6 11.6% 3 -0.5 pp +0.2 pp +11.6 pp +11.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 42.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 42.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 41.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
TRUEFG, LLC CIK 0001766067 0.882 75 41.8 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
TL Private Wealth CIK 0001802868 0.876 54 41.3 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 41.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 40.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 40.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 39.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 39.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 38.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 38.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Financial Advisory Corp CIK 0001813369 0.897 58 38.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 38.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 37.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 36.9 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 36.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 36.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 36.4 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 36.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 36.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 36.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 36.0 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 35.5 22.0% 1 +22.0 pp +22.0 pp +22.0 pp +22.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 35.1 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 35.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Sepio Capital, LP CIK 0001751412 0.794 346 34.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 34.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 34.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 33.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 33.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 33.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 33.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 33.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 32.8 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
FLC Capital Advisors CIK 0001713697 0.549 229 32.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 32.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trustees of Dartmouth College CIK 0001599404 0.183 11 32.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 32.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 31.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 31.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 31.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 31.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 31.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Sageworth Trust Co CIK 0001482688 0.943 127 30.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 30.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 30.5 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 30.3 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 30.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 30.2 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 30.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 29.8 16.0% 3 -1.8 pp -1.0 pp +16.0 pp +16.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.5 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 29.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 29.4 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 29.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 29.4 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 29.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
MA Private Wealth CIK 0001767474 0.750 88 29.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 28.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 28.6 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 28.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Kaye Capital Management CIK 0001111797 0.596 41 28.4 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 28.1 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 27.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 27.5 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 27.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 27.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 27.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 27.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 26.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chan Zuckerberg Initiative, LLC CIK 0001997453 0.811 1 26.2 33.7% 1 +33.7 pp +33.7 pp +33.7 pp +33.7 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 25.6 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 25.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 25.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 25.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 24.7 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 24.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 24.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 24.6 11.2% 3 -1.3 pp -0.3 pp +11.2 pp +11.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 24.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 24.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 24.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 24.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 24.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 24.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 24.0 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 23.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 23.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 23.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 23.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 23.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Certified Advisory Corp CIK 0001731732 0.386 327 23.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 23.6 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
Parker Financial LLC CIK 0001965668 0.845 37 23.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 23.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 23.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 23.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 23.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 23.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
25 LLC CIK 0001968777 0.795 80 23.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 23.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 22.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 22.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 22.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Veery Capital, LLC CIK 0001844375 0.780 100 22.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 22.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 22.4 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 22.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 21.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 21.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 21.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Oak Root LLC CIK 0002027377 0.950 10 21.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Shore Point Advisors, LLC CIK 0001907092 0.622 77 21.5 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 21.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 21.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 21.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 21.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 21.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 21.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 21.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 20.9 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 20.9 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 20.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 20.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 20.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 20.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 20.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 20.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 19.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 19.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Firestone Capital Management CIK 0001799964 0.602 168 19.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Prism Advisors, Inc. CIK 0001717027 0.597 77 19.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 19.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 19.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 19.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 19.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 19.2 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 19.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
CX Institutional CIK 0001737089 0.437 1568 19.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 18.7 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 18.7 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 18.5 11.6% 3 -0.3 pp -0.1 pp +11.6 pp +11.6 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 18.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
EdgeRock Capital LLC CIK 0001908378 0.652 134 18.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Tenret Co LLC CIK 0001874146 0.725 33 18.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 18.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 18.3 9.0% 2 -0.1 pp +9.0 pp +9.0 pp +9.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 18.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 18.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 18.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 18.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 17.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 17.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 17.9 17.6% 2 -1.9 pp +17.6 pp +17.6 pp +17.6 pp
Dakota Wealth Management CIK 0001631353 0.544 771 17.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 17.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 17.7 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 17.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 17.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 17.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 17.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 17.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Valence8 US LP CIK 0001943819 0.534 15 17.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 17.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 17.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 17.0 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 17.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 17.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 16.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 16.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 16.7 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Advantage Trust Co CIK 0002009346 0.631 197 16.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 16.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 16.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 16.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 16.3 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 16.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 16.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 16.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 16.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Systelligence, LLC CIK 0001882691 0.094 62 15.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 15.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 15.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Robinswood Financial LLC CIK 2139748 0.585 435 15.5 5.5% 3 -0.2 pp -0.2 pp +5.5 pp +5.5 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 15.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 15.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 15.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 15.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Souders Financial Advisors CIK 0001811240 0.482 224 14.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 14.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 14.7 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
Breakwater Capital Group CIK 0001964309 0.408 374 14.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 14.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 14.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Rinkey Investments CIK 0001730774 0.601 128 14.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 14.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 14.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 14.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 14.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 14.2 6.3% 3 -0.4 pp -0.4 pp +6.3 pp +6.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STAR Financial Bank CIK 0001965329 0.528 109 14.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 14.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 14.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 14.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 13.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
MATAURO, LLC CIK 0002052964 0.684 158 13.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 13.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 13.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 13.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 13.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 13.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 13.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 13.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 13.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 13.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 13.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 13.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 13.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 13.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 13.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 13.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Latigo Investments, LLC CIK 0001914668 0.838 14 13.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 13.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 13.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 13.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 13.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 12.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 12.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 12.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 12.8 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
CGN Advisors LLC CIK 0001841506 0.595 322 12.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 12.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 12.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 12.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 12.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 12.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Cercano Management LLC CIK 0001936416 0.054 133 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 12.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 12.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 12.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 12.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 11.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
MAYPORT, LLC CIK 0001922875 0.801 134 11.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 11.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 11.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Trust Co of the South CIK 0002008165 0.815 146 11.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 11.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 11.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Refined Wealth Management CIK 0001724729 0.544 49 11.5 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 11.5 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 11.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COMMERCE BANK CIK 0001009076 0.853 1332 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 11.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 11.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 11.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 11.1 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 11.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 11.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 11.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 11.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 10.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 10.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 10.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 10.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 10.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 10.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 10.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 10.6 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 10.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 10.5 2.7% 2 +0.8 pp +2.7 pp +2.7 pp +2.7 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
G&S Capital LLC CIK 0001731448 0.138 152 10.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 10.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 10.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 10.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 10.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 10.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 10.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 10.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 10.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 10.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 9.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Ellevest, Inc. CIK 0001644128 0.537 469 9.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 9.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 9.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 9.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 9.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 9.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 9.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 9.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 9.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 9.5 1.9% 3 +0.1 pp +0.5 pp +1.9 pp +1.9 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 9.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 9.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 9.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 9.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 9.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 9.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Grove Bank & Trust CIK 0001662212 0.546 886 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 9.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
St. Louis Trust Co CIK 0001661144 0.000 125 9.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Manage LLC CIK 0001539947 0.277 323 9.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 8.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 8.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
FF Advisors,LLC CIK 0002011904 0.517 123 8.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 8.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 8.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 8.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 8.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 8.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 8.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 8.5 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Lansing Street Advisors CIK 0001926571 0.417 166 8.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 8.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 8.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 8.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 8.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 8.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 8.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Level Financial Advisors CIK 0001871734 0.644 95 8.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 7.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 7.9 4.3% 2 -0.8 pp +4.3 pp +4.3 pp +4.3 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 7.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 7.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
First County Bank /CT/ CIK 0001983616 0.228 169 7.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 7.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 7.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 7.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 7.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 7.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hardy Reed LLC CIK 0001761871 0.866 252 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 7.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 7.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 7.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 7.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 7.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 7.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 7.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 6.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 6.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Birnam Oak Advisors, LP CIK 0001997245 0.493 37 6.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 6.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 6.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Family CFO Inc CIK 0001911695 0.752 47 6.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 6.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
GenTrust, LLC CIK 0001697110 0.832 201 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 6.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 6.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avant Capital LLC CIK 0001653443 0.369 86 6.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 6.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 6.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 6.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 6.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 6.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 6.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 6.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 6.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Fortune 45 LLC CIK 0001918707 0.802 36 6.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Kilter Group LLC CIK 0002058915 0.349 1580 6.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
VICUS CAPITAL CIK 0001544806 0.660 268 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Simmons Bank CIK 0001674486 0.467 369 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 5.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
McAdam, LLC CIK 0001695490 0.802 516 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 5.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 5.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Aries Wealth Management CIK 0001729515 0.425 242 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 5.6 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
LPWM LLC CIK 0001801101 0.514 98 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TSFG, LLC CIK 0001800513 0.413 891 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 5.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 5.5 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 5.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Argent Trust Co CIK 0001625292 0.533 769 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 5.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 5.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 5.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 5.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 5.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 5.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
ArchPoint Investors CIK 0001483472 0.607 80 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
King Wealth Management Group CIK 0001568235 0.741 176 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BCS Wealth Management CIK 0001798172 0.420 270 5.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bonfire Financial CIK 0001762539 0.560 60 5.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Diversified Trust Co CIK 0001479844 0.817 1115 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 5.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 5.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Well Done, LLC CIK 0001667132 0.522 202 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Destination Wealth Management CIK 0001278573 0.701 325 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 4.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Red Tortoise LLC CIK 0001910488 0.497 590 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dentgroup LLC CIK 0001867570 0.289 93 4.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 4.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 4.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 4.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 4.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 4.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 4.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 4.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 4.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Apexium Financial, LP CIK 0001765285 0.880 288 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 4.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 4.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 4.0 2.6% 3 -0.1 pp +0.1 pp +2.6 pp +2.6 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 3.9 3.4% 3 -0.1 pp +0.5 pp +3.4 pp +3.4 pp
Clarius Group, LLC CIK 0001664214 0.831 384 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
XML Financial, LLC CIK 0001800465 0.420 447 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 3.9 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.9 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 3.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 3.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 3.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
United Bank CIK 0001697791 0.298 122 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Goodman Financial Corp CIK 0001382303 0.242 73 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
City State Bank CIK 0001910666 0.322 809 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Triune Financial Partners, LLC CIK 0002040393 0.913 49 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ERn Financial, LLC CIK 0001768302 0.529 161 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Tacita Capital Inc CIK 0001846287 0.305 214 3.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
2UniFi Bank CIK 0002040900 0.000 0 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.5 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 3.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marotta Asset Management CIK 0001802091 0.618 103 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Glenview Trust Co CIK 0001691827 0.856 500 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Claris Financial LLC CIK 0002060278 0.227 177 3.3 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
American Alpha Advisors, LLC CIK 0002041441 0.151 91 3.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 3.2 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 3.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 3.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MRWM Advisors, LLC CIK 0001732949 0.328 80 3.0 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Martin Worley Group CIK 0002049542 0.360 91 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UNITED BANK CIK 0001286478 0.652 130 2.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 2.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Plancorp, LLC CIK 0001599579 0.797 425 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 2.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ADE, LLC CIK 0001845950 0.661 93 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ACAS, LLC CIK 0001859505 0.399 93 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
VeraBank, N.A. CIK 0001767297 0.624 167 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TFB Advisors LLC CIK 0001965201 0.232 190 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
K2 Financial Inc. CIK 0002044711 0.455 60 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Balefire, LLC CIK 0001750924 0.097 475 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Keel Point, LLC CIK 0001386935 0.645 514 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Next Level Private LLC CIK 0001910366 0.538 174 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
One Day In July LLC CIK 0001823172 0.854 167 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fjell Capital, LLC CIK 0002053350 0.309 66 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Everest Private Wealth CIK 0002056683 0.390 85 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 2.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TT Capital Management LLC CIK 0002056338 0.378 77 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
McMill Wealth Management CIK 0002056447 0.763 60 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PDS Planning, Inc CIK 0000838618 0.712 609 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 2.0 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Verum Partners LLC CIK 0001958984 0.585 200 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MilWealth Group LLC CIK 0001972750 0.908 82 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Alpha Zero LLC CIK 0002079032 0.418 107 2.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Invst, LLC CIK 0001867587 0.314 343 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Broadleaf Partners, LLC CIK 0001712686 0.216 86 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Seek First Inc. CIK 0002060504 0.523 67 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Trust CIK 0001905128 0.729 334 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 1.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ted Buchan & Co CIK 0002033413 0.435 95 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Causey Wealth LLC CIK 0002132639 0.489 83 1.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Iowa State Bank CIK 0001546967 0.467 118 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 1.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Embree Financial Group CIK 0002020860 0.466 283 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.5 1.2% 3 -0.4 pp -0.4 pp +1.2 pp +1.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RDA Financial Network CIK 0001774086 0.257 284 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RS CRUM INC. CIK 0001401459 0.764 103 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Haverford Trust Co CIK 0000842941 0.805 424 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
DAVIS R M INC CIK 0000891287 0.824 280 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 1.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Helium Advisors LLC CIK 0002056653 0.215 107 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graney & King, LLC CIK 0002051568 0.377 383 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 1.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Operose Advisors LLC CIK 0001909750 0.647 522 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Essex LLC CIK 0001889147 0.576 180 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fairman Group, LLC CIK 0002016719 0.432 332 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORDA Investment Management, LLC. CIK 0001545812 0.557 85 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WP Advisors, LLC CIK 0001697796 0.593 119 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rathbones Group PLC CIK 0001351991 0.902 665 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 1.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PECAUT & CO. CIK 0001597200 0.622 65 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Copia Wealth Management CIK 0002058771 0.232 570 1.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baring Financial LLC CIK 0002052588 0.395 83 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Creekside Partners CIK 0002035951 0.343 193 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Advisor OS, LLC CIK 0001767580 0.509 586 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Snider Financial Group CIK 0001820681 0.424 103 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GERBER, LLC CIK 0002014164 0.601 96 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
626 Financial, LLC CIK 0001911035 0.453 126 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
InvesTrust CIK 0002050848 0.267 95 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.9 0.3% 3 -0.9 pp -0.6 pp +0.3 pp +0.3 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 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 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Essex Bank CIK 0001752212 0.260 318 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Allegheny Financial Group CIK 0001844148 0.552 305 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Petix & Botte Co CIK 0001803255 0.507 144 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lumbard & Kellner, LLC CIK 0001602476 0.248 108 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KG Capital Management CIK 0001771687 0.158 142 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
tru Independence LLC CIK 0001785445 0.641 108 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
X-Square Capital, LLC CIK 0001729300 0.159 176 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ashford Advisors, LLC CIK 0001861158 0.927 23 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
apricus wealth, LLC CIK 0001913842 0.132 129 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 0.7 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Code Waechter LLC CIK 0002039212 0.356 127 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.7 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Advisers, LLC CIK 0001941030 0.386 251 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hartford Funds Management Co LLC CIK 0001546587 0.935 98 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ariston Services Group CIK 0001743859 0.678 70 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Planning Center, Inc. CIK 0001910966 0.907 84 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Trust Co CIK 0001706028 0.448 313 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudock, Inc. CIK 0001543536 0.674 217 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DDD Partners, LLC CIK 0001729673 0.504 164 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Towercrest Capital Management CIK 0001633288 0.713 110 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GSG Advisors LLC CIK 0001995773 0.640 148 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
10Elms LLP CIK 0002056650 0.266 526 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Calydon Capital CIK 0001759271 0.373 277 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strid Group, LLC CIK 0001625800 0.894 93 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.249 76 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tenon Financial LLC CIK 0002020781 0.850 61 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFE Investment Counsel CIK 0001317784 0.355 149 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BetterWealth, LLC CIK 0001911702 0.869 86 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SFMG, LLC CIK 0001512026 0.796 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Group Ltd CIK 0002010748 0.858 95 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Note Advisors, LLC CIK 0002056243 0.618 86 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
jvl associates llc CIK 0001915765 0.770 79 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CROBAN CIK 0001694663 0.128 81 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Farmers National Bank CIK 0001632966 0.440 180 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenfield Savings Bank CIK 0001940406 0.270 148 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Applied Capital LLC CIK 0001862965 0.797 53 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HT Partners LLC CIK 0001552999 0.865 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
White Wing Wealth Management CIK 0002001473 0.736 40 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
New Perspectives, Inc CIK 0001909565 0.875 49 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFSG Corp CIK 0001879757 0.275 1245 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Syverson Strege & Co CIK 0001682057 0.758 186 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KWB Wealth CIK 0001822236 0.453 169 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cadence Bank CIK 0001299939 0.688 332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farnam Financial LLC CIK 0002080267 0.372 53 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Unified Investment Management CIK 0002054855 0.105 141 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smead Capital Management, Inc. CIK 0001427008 0.817 32 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jentner Corp CIK 0001695908 0.884 54 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BWM Planning, LLC CIK 0002039698 0.671 99 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.2 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sensible Money, LLC CIK 0001965229 0.852 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQ LLC CIK 0001757605 0.412 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Barton Investment Management CIK 0001387818 0.844 60 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Solitude Financial Services CIK 0001839890 0.859 41 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellecapital International Ltd. CIK 0001600152 0.411 123 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lynch Asset Management, Inc. CIK 0001906719 0.629 52 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VTV). Qtrs Held counts distinct quarters this fund has actually held VTV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTV position size. Δ columns are the percentage-point change in VTV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status