Signals

VTV

3144 in-universe funds with a nonzero position in VTV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#13
Score / z13.532 / 16.30
Consensus951.47 over 1839 funds
Momentum-0.14 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+17% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 29,302.2 1.9% 6 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9,735.0 3.9% 5 -0.9 pp -2.5 pp -3.0 pp -3.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 7,710.5 0.4% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,041.5 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,976.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,497.4 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,491.6 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,966.2 0.5% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1,956.8 7.5% 3 -0.6 pp -0.4 pp +7.5 pp +4.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,899.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,740.4 1.6% 5 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1,495.9 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,479.1 2.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,298.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1,239.5 6.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,137.9 3.3% 5 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1,101.6 9.6% 5 +7.3 pp +7.3 pp +7.4 pp +7.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,080.3 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,043.3 0.6% 1 +0.6 pp +0.6 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 985.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 928.8 1.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 911.1 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 852.7 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 798.2 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 765.2 1.1% 3 +0.3 pp +0.8 pp +1.1 pp +1.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 762.7 7.3% 5 -0.1 pp -0.4 pp -0.6 pp -0.8 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 750.2 5.6% 5 +0.6 pp +0.8 pp +0.8 pp +1.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 695.9 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 682.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 678.1 8.5% 5 -1.4 pp -0.9 pp -0.7 pp -0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 674.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balentine LLC CIK 0001586678 0.932 243 629.7 22.4% 5 -0.1 pp +22.2 pp +22.2 pp +18.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 622.1 0.7% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 593.4 0.7% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 530.1 19.4% 4 +0.0 pp +4.1 pp +4.2 pp +19.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 508.4 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 485.7 5.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 434.4 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 429.5 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 400.8 13.9% 5 +0.2 pp +1.9 pp +2.4 pp +2.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 398.9 4.3% 5 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 396.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 374.4 5.4% 5 -0.0 pp -0.0 pp -0.4 pp -0.4 pp
Bell Bank CIK 0001002672 0.895 195 346.3 13.2% 5 -0.3 pp +0.1 pp +1.4 pp +1.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 328.7 1.5% 5 +0.2 pp +0.2 pp +0.2 pp -0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 327.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 323.2 0.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 319.4 8.2% 5 +0.2 pp -0.2 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 316.7 0.5% 6 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 312.0 22.2% 5 +1.1 pp +1.1 pp +1.3 pp +1.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 309.7 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 308.4 1.7% 5 -0.0 pp +0.0 pp -0.2 pp -0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 283.5 1.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 283.3 0.8% 5 +0.4 pp +0.3 pp +0.4 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 268.6 0.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 252.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 247.3 2.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 247.2 3.1% 5 -1.2 pp -1.2 pp -1.2 pp +0.3 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 238.4 10.7% 5 -2.0 pp -1.7 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 224.7 0.7% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 222.1 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 219.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 216.4 2.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 213.9 12.1% 5 -0.2 pp -0.3 pp -0.1 pp +0.3 pp
Members Trust Co CIK 0001677560 0.939 170 205.7 6.4% 5 +0.0 pp -2.9 pp -2.8 pp -2.8 pp
Creative Planning CIK 0001540235 0.979 4196 203.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 198.2 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +0.8 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 195.3 12.5% 5 -1.8 pp -1.9 pp -1.6 pp -1.5 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 195.0 5.2% 5 -0.9 pp -0.1 pp -0.3 pp -0.4 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 192.6 19.9% 1 +19.9 pp +19.9 pp +0.9 pp +19.9 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 190.8 0.4% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 189.4 24.4% 5 -0.8 pp +1.0 pp +1.8 pp +2.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 184.3 1.1% 5 +0.3 pp -0.6 pp -0.6 pp -0.5 pp
71 West Capital Partners CIK 0002111530 0.838 382 183.8 6.4% 2 -0.9 pp +6.4 pp +6.4 pp +6.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 177.7 0.9% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Unison Advisors LLC CIK 0001695818 0.855 173 176.5 12.3% 5 +0.4 pp +5.5 pp +5.5 pp +4.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 176.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Saudi Central Bank CIK 0001918181 0.602 505 164.9 2.2% 4 -1.0 pp -3.2 pp -3.2 pp +2.2 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 164.1 14.4% 5 -0.7 pp -0.2 pp -0.5 pp -0.8 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 164.0 9.0% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 159.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 158.8 16.3% 5 +1.2 pp +2.3 pp -2.0 pp -3.0 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 158.4 14.2% 5 -0.5 pp +0.2 pp +0.7 pp +0.9 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 156.8 13.9% 5 -0.4 pp +0.0 pp +0.6 pp +0.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 156.7 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 156.6 1.5% 5 +0.1 pp -0.2 pp -0.4 pp -0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 151.8 0.7% 5 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 151.8 5.4% 5 +0.6 pp +1.0 pp +0.8 pp +0.7 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 150.8 11.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 150.7 6.1% 5 +0.1 pp +0.8 pp +1.1 pp +1.9 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 149.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 149.7 1.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 144.1 1.4% 5 -0.1 pp -0.2 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 143.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 143.2 8.9% 5 +0.0 pp +0.4 pp +0.5 pp +0.8 pp
Brickley Wealth Management CIK 0001712533 0.861 68 141.8 20.4% 5 -1.3 pp -0.3 pp -0.5 pp -1.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 141.7 3.1% 5 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
NEPC LLC CIK 0001424799 0.960 53 141.3 2.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 140.3 1.1% 7 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 137.8 19.6% 5 +0.8 pp -2.2 pp -2.0 pp -4.5 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 136.5 1.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 131.6 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 129.8 3.4% 5 -0.1 pp -0.1 pp -0.2 pp -3.7 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 129.2 0.9% 2 -1.6 pp +0.9 pp +0.9 pp -2.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 128.8 16.4% 3 -0.1 pp +0.4 pp +16.4 pp +16.4 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 127.8 6.9% 5 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 127.3 5.5% 5 -0.3 pp +0.4 pp +0.6 pp +0.6 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 126.9 6.5% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 126.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 126.4 1.6% 5 -0.2 pp -0.3 pp -0.8 pp -0.8 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 125.8 1.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 120.9 9.5% 7 +0.1 pp +0.4 pp +0.2 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 117.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 115.9 13.5% 5 +0.5 pp +1.0 pp +1.4 pp +2.4 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 113.9 9.7% 5 -0.5 pp -0.3 pp -0.2 pp -0.2 pp
Euclidean Capital LLC CIK 0001825034 0.931 11 113.3 25.8% 3 -0.2 pp -1.1 pp +25.8 pp +25.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 113.2 9.6% 5 -0.1 pp +0.7 pp +0.9 pp +1.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 111.9 3.2% 5 -0.5 pp -0.1 pp +0.1 pp -0.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 111.6 2.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 107.9 15.5% 5 -0.7 pp -0.6 pp -0.4 pp -1.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 106.3 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF HAWAII CIK 0000315080 0.804 233 105.8 5.2% 5 +0.1 pp +0.5 pp +0.3 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 105.3 0.9% 5 +0.2 pp +0.2 pp -0.1 pp -0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 101.0 8.4% 5 -0.7 pp -0.5 pp -0.5 pp -1.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 98.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 97.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 96.5 4.6% 5 -0.9 pp +1.7 pp +1.7 pp +1.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 94.8 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 94.6 10.9% 2 -0.2 pp +10.9 pp +10.9 pp +10.9 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 94.3 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 92.4 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 91.6 2.7% 5 -0.9 pp +1.8 pp +0.8 pp +0.5 pp
Trust Co of Tennessee CIK 0002025098 0.942 8 90.8 15.9% 5 -1.4 pp -2.4 pp -3.1 pp -3.8 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 90.6 10.2% 5 +0.2 pp +1.1 pp +1.6 pp +1.5 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 89.9 11.5% 5 +0.3 pp -0.2 pp -0.2 pp -1.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 88.9 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 88.0 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 87.7 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 87.3 13.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 86.9 7.9% 5 -0.3 pp +0.0 pp +0.0 pp -0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 86.4 11.5% 5 -0.4 pp +9.7 pp +9.8 pp +9.7 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 80.9 4.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 80.5 1.0% 5 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 80.4 10.1% 2 +0.5 pp +10.1 pp +10.1 pp +10.1 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 80.0 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 79.7 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 79.3 12.4% 5 -0.9 pp -0.7 pp +0.0 pp -0.6 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 77.9 1.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 77.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 77.4 5.8% 5 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 76.2 4.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 75.8 6.6% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 75.3 8.0% 5 +0.3 pp +1.1 pp +1.2 pp +1.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 75.2 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 74.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OLIO Financial Planning CIK 0001906766 0.888 68 74.0 18.4% 5 +0.4 pp +0.9 pp +1.0 pp +1.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 73.6 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 73.3 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 72.5 3.0% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 70.5 2.6% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
Allworth Financial LP CIK 0001555170 0.907 5124 69.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 68.8 8.3% 5 +0.0 pp +0.5 pp +0.3 pp +0.2 pp
Trust Co CIK 0001632554 0.769 908 68.6 6.2% 5 +0.3 pp +0.5 pp +0.2 pp -0.1 pp
LPWM LLC CIK 0001801101 0.514 98 68.4 15.2% 5 +13.2 pp +13.4 pp +13.6 pp +13.6 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 67.0 8.3% 5 -0.2 pp +0.3 pp +0.1 pp +0.2 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 67.0 3.5% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
Partners in Financial Planning CIK 0002054264 0.816 131 65.3 9.9% 6 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 65.1 3.9% 5 +0.4 pp +0.6 pp +0.9 pp +0.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 65.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 64.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 64.6 2.0% 5 +0.0 pp +0.5 pp +1.6 pp +1.6 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 64.0 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 62.0 7.2% 5 +0.4 pp +4.4 pp +4.6 pp +4.6 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 61.8 5.9% 5 +0.1 pp +0.8 pp +1.0 pp +0.9 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 61.5 2.2% 5 -0.1 pp -0.6 pp -0.8 pp -0.7 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 61.4 18.9% 5 +0.0 pp +1.0 pp +1.5 pp +1.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 61.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 61.1 3.6% 5 +0.1 pp -0.5 pp -0.4 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 60.1 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 59.6 2.9% 5 +0.3 pp +0.4 pp +0.6 pp -0.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 58.4 1.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 58.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 57.8 7.3% 5 -0.3 pp -0.0 pp -0.1 pp -0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 57.5 6.6% 5 +0.0 pp +0.7 pp +0.8 pp +0.6 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 56.3 2.7% 5 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 56.3 3.4% 5 -0.1 pp -0.5 pp -0.5 pp -0.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 56.2 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 56.1 17.6% 5 -0.4 pp +0.3 pp +0.4 pp -0.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 55.7 10.0% 5 -0.0 pp +0.3 pp +0.5 pp +0.6 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 55.4 1.2% 5 -0.1 pp -0.6 pp -0.4 pp -0.3 pp
TRUEFG, LLC CIK 0001766067 0.882 75 54.7 12.8% 5 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 54.3 2.5% 5 -0.2 pp -0.2 pp -0.6 pp -0.8 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 54.2 7.8% 5 +0.2 pp -0.1 pp +0.1 pp +0.3 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 53.8 1.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 53.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 53.5 0.9% 1 +0.9 pp +0.5 pp +0.1 pp +0.1 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 53.0 2.5% 5 -0.1 pp -1.1 pp -1.3 pp -3.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 52.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 52.6 2.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 52.2 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 52.0 18.8% 2 -0.1 pp +18.8 pp +18.8 pp +18.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 51.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 51.0 1.5% 5 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 50.9 2.5% 5 +0.2 pp +0.2 pp -0.3 pp -1.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 50.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TL Private Wealth CIK 0001802868 0.876 54 49.6 18.2% 5 +0.0 pp +0.4 pp +1.0 pp +1.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 49.2 0.9% 5 -0.1 pp -0.2 pp -0.6 pp -0.4 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 48.3 8.3% 5 +0.4 pp +2.0 pp +2.1 pp +2.5 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 48.1 23.3% 5 -1.4 pp -0.5 pp +0.6 pp -0.6 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 47.8 1.0% 5 +0.4 pp +0.4 pp -0.4 pp +0.3 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 47.8 18.7% 5 -0.3 pp +1.1 pp +1.8 pp -3.2 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 47.7 5.5% 5 +0.8 pp +5.4 pp +5.4 pp +5.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 47.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 47.1 7.7% 5 +0.2 pp +0.6 pp +1.2 pp +1.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 46.9 5.8% 5 +0.1 pp +0.3 pp +0.9 pp +1.2 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 46.2 25.3% 5 +0.0 pp +1.2 pp +0.6 pp +2.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 46.1 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 45.9 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 45.4 1.4% 6 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 45.3 0.7% 1 +0.7 pp -0.0 pp +0.2 pp +0.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 45.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 44.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Berman McAleer LLC CIK 0002094332 0.753 175 44.5 5.2% 3 -0.3 pp -0.2 pp +5.2 pp +5.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 44.4 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 44.2 1.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 43.1 6.2% 5 +0.1 pp -0.4 pp -0.4 pp -0.4 pp
Diesslin Group, Inc. CIK 0002108559 0.461 59 42.9 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 42.1 5.2% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 41.9 1.7% 5 -0.1 pp -0.1 pp +0.7 pp +1.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 41.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 41.4 12.1% 5 -0.4 pp -0.4 pp +0.3 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 41.2 8.6% 7 -3.7 pp -3.2 pp -2.8 pp -3.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 41.2 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 40.4 3.5% 5 +0.3 pp +0.9 pp +2.2 pp +2.1 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 40.2 5.4% 5 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 40.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 40.0 2.7% 5 -1.0 pp -1.0 pp -1.3 pp -1.4 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 39.8 15.7% 5 +0.3 pp +0.8 pp +0.6 pp +0.4 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 39.7 15.1% 7 -0.3 pp -0.0 pp -0.3 pp -0.9 pp
NWAM LLC CIK 0001655006 0.392 684 39.4 2.0% 5 -0.0 pp +0.0 pp -0.4 pp +1.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 39.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 39.3 9.0% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 39.3 6.3% 5 +0.0 pp +0.2 pp +0.5 pp +0.1 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 39.2 3.6% 5 -0.5 pp -0.3 pp -0.2 pp -0.3 pp
Financial Advisory Corp CIK 0001813369 0.897 58 39.2 5.2% 5 -0.8 pp -0.9 pp -1.0 pp -0.7 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 39.1 11.5% 6 +4.9 pp +5.9 pp +6.0 pp +5.9 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 38.9 2.2% 5 -0.0 pp +0.7 pp +0.7 pp +0.8 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 38.3 14.1% 7 -0.7 pp -0.7 pp -1.0 pp +2.9 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 37.8 7.9% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
MA Private Wealth CIK 0001767474 0.750 88 37.6 5.6% 5 -0.0 pp -0.1 pp +0.2 pp +0.4 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 37.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 37.3 22.8% 5 -0.5 pp -0.1 pp -0.4 pp -1.1 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 37.2 11.3% 5 +0.4 pp +2.1 pp +2.4 pp +1.7 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 36.8 10.8% 5 -0.5 pp -0.3 pp -0.6 pp -1.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 36.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 36.4 4.0% 5 +0.1 pp +0.2 pp +0.7 pp +1.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 36.3 0.4% 6 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 36.2 17.6% 5 +2.0 pp +0.1 pp -2.3 pp -1.6 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 36.2 0.9% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 35.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 35.8 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 35.8 12.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 35.8 1.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 35.7 8.6% 5 +0.1 pp -0.5 pp -0.6 pp -0.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 35.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 35.3 17.9% 3 -0.0 pp -0.1 pp +17.9 pp +17.9 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 35.3 9.6% 5 +0.1 pp -1.7 pp +0.0 pp +0.2 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 35.0 18.8% 5 -0.7 pp +0.2 pp +0.3 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 35.0 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 34.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 34.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 33.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 33.8 1.9% 5 -0.1 pp +0.0 pp +0.6 pp +0.0 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 33.6 5.7% 5 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 33.3 6.8% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 32.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 32.7 1.3% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 32.7 2.0% 5 -0.1 pp -0.4 pp -0.5 pp -0.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 32.6 0.3% 3 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 32.5 9.0% 3 +0.2 pp +0.2 pp +9.0 pp +6.5 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 32.4 3.2% 5 -0.8 pp -0.1 pp -0.9 pp -1.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 32.4 5.2% 5 -1.4 pp -0.9 pp -0.6 pp -0.6 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 32.2 3.6% 5 +0.2 pp +0.3 pp +0.1 pp -0.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 32.1 8.1% 5 +0.2 pp +6.6 pp +6.7 pp +6.7 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 32.1 11.1% 5 +1.9 pp -1.1 pp -1.1 pp -3.2 pp
Trustees of Dartmouth College CIK 0001599404 0.183 11 32.0 9.6% 5 -4.6 pp +0.7 pp +0.8 pp +0.5 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 31.8 4.3% 5 +0.1 pp +0.0 pp -0.3 pp -0.3 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 31.5 3.8% 5 -2.8 pp -1.6 pp -1.6 pp -0.9 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 31.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 31.4 2.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 31.4 10.9% 5 -1.2 pp -1.3 pp -1.1 pp -1.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 31.0 1.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 31.0 4.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 30.9 2.8% 2 +2.7 pp +2.8 pp +2.8 pp +2.8 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 30.8 8.7% 5 -1.9 pp -1.6 pp -6.1 pp -5.8 pp
25 LLC CIK 0001968777 0.795 80 30.8 8.4% 5 +0.0 pp +0.2 pp +0.1 pp -0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 30.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 30.6 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 30.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Dakota Wealth Management CIK 0001631353 0.544 771 30.4 0.6% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Veery Capital, LLC CIK 0001844375 0.780 100 30.3 8.1% 5 -0.1 pp +0.3 pp +0.3 pp +0.4 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 30.0 7.3% 5 -1.2 pp -1.1 pp -2.0 pp -1.4 pp
TD Capital Management LLC CIK 0001483824 0.737 797 29.8 2.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 29.7 5.1% 5 -0.0 pp +0.1 pp +0.4 pp +1.0 pp
Shore Point Advisors, LLC CIK 0001907092 0.622 77 29.7 10.2% 5 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 29.6 9.3% 5 -0.3 pp -0.3 pp +0.3 pp -0.9 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 29.4 9.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.4 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 29.4 2.8% 5 -0.3 pp +0.0 pp +0.1 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 29.3 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 29.2 1.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 29.0 10.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
Parker Financial LLC CIK 0001965668 0.845 37 28.9 10.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 28.6 15.8% 5 +2.9 pp +3.3 pp -0.0 pp -3.6 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 28.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 28.4 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 28.2 23.9% 2 +0.8 pp +23.9 pp +23.9 pp +23.9 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 28.1 3.5% 5 -0.1 pp +0.0 pp -0.1 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 28.0 2.4% 5 +0.4 pp +1.8 pp +1.9 pp +2.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 27.9 0.4% 5 +0.0 pp -0.2 pp +0.1 pp -0.0 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 27.9 5.3% 5 +0.6 pp +1.0 pp +1.7 pp +1.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 27.8 1.0% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 27.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 27.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 27.4 1.4% 5 -0.5 pp -0.5 pp -0.8 pp -1.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 27.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Oak Root LLC CIK 0002027377 0.950 10 27.3 3.0% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
STAR Financial Bank CIK 0001965329 0.528 109 27.1 11.0% 5 -0.3 pp +0.8 pp +2.4 pp +2.2 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 26.7 3.2% 5 +0.1 pp -2.4 pp +0.0 pp +1.4 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 26.6 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.4 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 26.6 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 26.6 0.7% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 26.5 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 26.4 2.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 26.2 4.0% 5 -0.0 pp +0.2 pp +0.1 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 26.1 1.6% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 26.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 25.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 25.9 5.9% 5 -0.2 pp -0.1 pp -0.5 pp -0.6 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 25.6 14.2% 5 -3.1 pp -3.2 pp -3.1 pp -3.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 25.6 7.7% 5 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
Firestone Capital Management CIK 0001799964 0.602 168 25.4 4.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
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Elite Financial, Inc. CIK 0002059349 0.701 55 25.2 10.2% 6 +0.3 pp +0.9 pp +1.1 pp +1.2 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 25.2 5.1% 5 -0.1 pp +0.2 pp -0.0 pp +0.2 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 25.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 25.1 0.5% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Steelhead Wealth Management LLC CIK 2140776 0.166 96 25.1 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 25.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 25.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Advantage Trust Co CIK 0002009346 0.631 197 24.9 8.8% 5 -1.5 pp -1.3 pp +0.2 pp +0.6 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 24.7 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 24.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 24.6 1.9% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 24.4 10.6% 5 +0.3 pp +0.1 pp +0.3 pp +0.2 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 24.3 10.1% 2 -0.7 pp +10.1 pp +10.1 pp +10.1 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 24.3 16.7% 5 -3.0 pp -0.7 pp +1.3 pp +1.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 24.1 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 24.1 11.7% 5 +0.2 pp +0.4 pp +1.1 pp +1.0 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 23.8 14.6% 5 -0.5 pp +0.2 pp +0.4 pp +0.4 pp
Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 23.8 16.9% 6 -0.3 pp +0.2 pp -0.6 pp -0.7 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 23.5 3.4% 5 +0.1 pp +0.6 pp +0.7 pp +0.8 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 23.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Rinkey Investments CIK 0001730774 0.601 128 23.0 5.4% 5 +0.6 pp +0.9 pp +1.0 pp +1.1 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 23.0 3.8% 5 -0.1 pp +0.3 pp +0.4 pp +0.9 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 23.0 5.1% 5 +0.2 pp +0.6 pp -4.7 pp -4.8 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 23.0 8.2% 5 -0.4 pp +0.4 pp +0.3 pp -0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 22.9 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 22.8 0.3% 1 +0.3 pp -0.1 pp -0.1 pp -0.2 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 22.8 13.2% 2 +0.3 pp +13.2 pp +13.2 pp +13.2 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 22.7 5.2% 5 +0.7 pp +1.1 pp +2.5 pp +3.4 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 22.7 5.2% 5 +0.3 pp +0.6 pp +0.8 pp +0.9 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 22.7 9.6% 5 -0.1 pp -0.3 pp -0.5 pp -1.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 22.5 12.1% 5 -1.0 pp -2.6 pp -9.2 pp -9.5 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 22.4 8.2% 5 +0.0 pp -0.2 pp -0.6 pp -0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 22.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 21.8 2.0% 5 -0.3 pp -0.5 pp +0.4 pp +0.6 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 21.5 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 21.1 10.2% 5 -0.0 pp +0.8 pp +1.1 pp +1.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 21.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 21.0 14.6% 2 +0.5 pp +14.6 pp +14.6 pp +14.6 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 20.9 13.8% 5 +0.0 pp +0.5 pp +0.5 pp -0.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 20.8 4.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 20.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prism Advisors, Inc. CIK 0001717027 0.597 77 20.6 5.0% 5 -0.0 pp -0.2 pp -0.7 pp -0.5 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 20.5 6.5% 5 +0.0 pp +1.0 pp +1.1 pp +1.2 pp
CX Institutional CIK 0001737089 0.437 1568 20.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
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Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 20.4 3.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 20.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
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Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 19.8 1.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 19.8 5.5% 5 -0.5 pp -0.1 pp -0.1 pp -0.4 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 19.7 1.5% 7 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 19.7 12.9% 2 +0.1 pp +12.9 pp +12.9 pp +12.9 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 19.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 19.6 9.8% 7 -0.1 pp -0.2 pp -0.5 pp -1.9 pp
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FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 19.5 0.6% 6 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 18.2 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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AJ Advisors, LLC CIK 0001951167 0.829 37 18.0 5.6% 5 -0.3 pp +0.0 pp -0.2 pp -0.2 pp
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Boston Partners CIK 0001386060 0.833 802 15.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 15.0 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
Weil Company, Inc. CIK 0001318011 0.359 133 15.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 14.9 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 14.9 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 14.9 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 14.9 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 14.9 5.3% 5 +0.3 pp +0.1 pp +0.1 pp -0.2 pp
Valence8 US LP CIK 0001943819 0.533 15 14.7 4.9% 5 +2.9 pp +3.2 pp -0.1 pp -2.4 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 14.6 7.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 14.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.5 3.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 14.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 14.4 3.8% 5 +0.0 pp +0.3 pp +0.3 pp -0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 14.4 4.1% 5 -1.1 pp -0.8 pp -0.6 pp -0.7 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 14.3 1.4% 5 +0.2 pp -0.7 pp -0.7 pp -0.7 pp
Family Manage LLC CIK 0001539947 0.277 323 14.3 1.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 14.3 1.8% 5 +0.1 pp -0.2 pp -0.2 pp +0.1 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 14.3 5.5% 5 -0.1 pp -0.1 pp -0.9 pp -0.5 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 14.2 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 14.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 14.2 4.6% 5 -0.2 pp -0.6 pp -0.7 pp -1.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Macro Advisors, Inc. CIK 0001821406 0.643 45 14.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 14.0 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.9 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 13.9 3.6% 5 -0.4 pp -0.4 pp -1.1 pp -1.8 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 13.8 2.6% 5 +0.3 pp +0.9 pp +1.0 pp +0.7 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 13.8 3.7% 5 +0.1 pp +0.5 pp +0.5 pp +1.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 13.8 1.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 13.7 5.4% 6 +0.4 pp +0.8 pp +0.9 pp +1.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 13.7 1.4% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 13.7 6.2% 5 +0.3 pp +0.5 pp +0.6 pp +0.5 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 13.7 5.1% 5 +1.0 pp +2.3 pp +3.5 pp +5.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 13.7 4.4% 1 +4.4 pp -0.1 pp -0.2 pp -0.4 pp
Trust Co of the South CIK 0002008165 0.815 146 13.7 1.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 13.7 2.0% 5 +0.4 pp +0.7 pp +1.0 pp +1.2 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 13.6 3.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 13.6 2.2% 5 +0.2 pp +0.7 pp +0.7 pp +0.3 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 13.5 2.7% 5 -0.0 pp +0.0 pp +1.8 pp +1.7 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 13.5 7.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 13.5 1.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 13.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 13.4 5.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 13.4 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 13.4 8.7% 5 +0.0 pp +0.5 pp +0.6 pp +0.8 pp
G&S Capital LLC CIK 0001731448 0.138 152 13.3 3.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 13.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Equity Management CIK 0001843578 0.305 65 13.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 13.3 6.9% 5 +0.6 pp +0.5 pp +0.6 pp -0.4 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 13.3 3.8% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 13.2 5.3% 5 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 13.1 2.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 13.1 2.8% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 13.0 2.7% 3 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Level Financial Advisors CIK 0001871734 0.644 95 12.9 2.9% 5 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 12.9 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 12.9 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 12.9 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Grove Bank & Trust CIK 0001662212 0.546 886 12.9 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 12.9 8.9% 5 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 12.9 2.9% 5 -1.0 pp -0.3 pp -0.4 pp -0.8 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 12.8 9.3% 2 -0.7 pp +9.3 pp +9.3 pp +9.3 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 12.8 4.3% 5 -0.3 pp -0.6 pp -0.9 pp -1.9 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 12.8 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 12.7 6.0% 5 +0.4 pp +1.3 pp +1.8 pp +1.8 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 12.7 6.8% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 12.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 12.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 12.5 4.0% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 12.5 3.5% 5 -1.0 pp -1.4 pp -0.3 pp -0.5 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 12.4 2.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.1 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 12.4 3.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
Align Financial, LLC CIK 0002089183 0.646 360 12.2 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 12.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 12.2 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 12.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 12.0 2.7% 1 +2.7 pp +1.7 pp +2.7 pp +2.7 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 12.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 12.0 2.9% 5 +0.1 pp +0.1 pp +0.6 pp +0.5 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 12.0 2.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 11.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 11.9 2.2% 7 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 11.9 5.3% 5 +0.2 pp -4.7 pp -4.6 pp -4.4 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 11.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 11.9 2.9% 5 +0.1 pp +1.2 pp +1.4 pp +1.3 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 11.7 1.8% 5 +0.3 pp +0.1 pp +0.3 pp +0.5 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 11.7 2.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Macco Financial Group, Inc. CIK 0002111816 0.527 22 11.7 7.6% 2 +2.2 pp +7.6 pp +7.6 pp +7.6 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 11.7 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 11.6 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 11.6 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 11.6 4.4% 5 -5.4 pp -5.2 pp -5.2 pp -4.3 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 11.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 11.5 6.0% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 11.5 1.4% 5 +0.9 pp +1.0 pp +1.1 pp +1.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 11.4 3.5% 5 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 11.4 1.6% 5 +0.3 pp +0.4 pp +0.4 pp -0.4 pp
Carter Financial, LLC CIK 0002115533 0.799 33 11.4 8.5% 2 -0.5 pp +8.5 pp +8.5 pp +8.5 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 11.4 2.7% 2 +0.0 pp +2.7 pp -7.1 pp +2.7 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 11.4 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 11.4 6.1% 5 +0.2 pp +0.5 pp +1.8 pp +2.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 11.2 3.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 11.2 8.4% 5 +0.0 pp -0.5 pp -0.1 pp -0.3 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 11.2 2.4% 5 +0.2 pp +0.3 pp +0.6 pp +1.1 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 11.1 1.3% 5 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 11.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 11.1 2.3% 5 +0.9 pp +1.7 pp +1.7 pp +1.9 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 11.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 11.0 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 11.0 5.2% 5 +0.3 pp +0.2 pp +0.3 pp +1.1 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 10.9 0.9% 5 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 10.9 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 10.8 4.4% 6 -0.7 pp +1.0 pp +2.4 pp +2.6 pp
Lansing Street Advisors CIK 0001926571 0.417 166 10.8 2.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
PFG Advisors CIK 0001694435 0.248 791 10.8 0.5% 4 +0.0 pp +0.1 pp -0.1 pp +0.5 pp
Accel Wealth Management CIK 0001838226 0.242 305 10.7 2.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.7 2.5% 5 +0.2 pp +0.6 pp +0.6 pp +0.5 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 10.7 3.8% 5 +0.6 pp +2.3 pp +2.5 pp +1.4 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 10.6 2.2% 5 +0.6 pp +0.9 pp +0.7 pp +0.7 pp
King Wealth Management Group CIK 0001568235 0.741 176 10.6 1.2% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 10.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.6 0.8% 5 -0.0 pp +0.1 pp -0.2 pp -0.5 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 10.5 2.9% 5 +0.6 pp +0.9 pp +0.8 pp +0.7 pp
Calydon Capital CIK 0001759271 0.373 277 10.5 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 10.4 3.8% 5 -0.6 pp +0.4 pp +0.6 pp +0.6 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 10.4 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
Aries Wealth Management CIK 0001729515 0.425 242 10.3 2.0% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.3 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 10.2 1.3% 3 +0.1 pp -0.2 pp +1.3 pp +1.3 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.1 0.4% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 10.0 4.0% 5 +0.1 pp +0.2 pp +0.7 pp +0.1 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 10.0 3.5% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 9.9 1.7% 3 -0.4 pp -0.4 pp +1.7 pp +1.7 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 9.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 9.9 3.5% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 9.8 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 9.7 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Eagle Strategies LLC CIK 0001907666 0.384 273 9.7 1.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 9.6 4.0% 5 +0.4 pp +1.1 pp +1.0 pp +1.0 pp
GLR Partners, LLC CIK 0002134831 0.349 111 9.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Idaho Trust Co CIK 0001568069 0.536 98 9.6 2.8% 5 +0.2 pp +1.1 pp +1.0 pp +0.8 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 9.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 9.6 1.8% 4 -0.0 pp +0.1 pp +0.1 pp +1.8 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 9.5 1.8% 5 -0.8 pp +0.1 pp +0.1 pp -0.1 pp
Hardy Reed LLC CIK 0001761871 0.866 252 9.4 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 9.4 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 9.4 3.8% 6 +0.0 pp +0.8 pp +1.4 pp +1.8 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 9.3 4.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 9.3 4.0% 3 +0.1 pp +1.5 pp +4.0 pp +2.7 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 9.2 2.7% 5 -0.1 pp -0.2 pp -0.5 pp -0.6 pp
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INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 9.2 6.9% 2 +0.0 pp +6.9 pp +6.9 pp +6.9 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.2 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 9.2 5.5% 4 -0.1 pp +3.9 pp +0.1 pp +5.5 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 9.2 1.9% 5 +0.3 pp +0.6 pp +1.8 pp +1.8 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 9.1 1.7% 2 -0.0 pp +1.7 pp -0.3 pp -1.8 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 9.1 0.1% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
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Kendall Capital Management CIK 0001731372 0.288 236 5.5 0.9% 5 +0.2 pp +0.3 pp +0.6 pp +0.9 pp
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MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.4 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 5.4 1.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
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Maxele Advisors, LLC CIK 0002096567 0.214 98 5.4 3.8% 1 +3.8 pp -0.0 pp +0.1 pp +0.3 pp
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PCM Encore, LLC CIK 0002109846 0.244 459 5.2 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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Prospera Capital Management, LLC CIK 0002082673 0.773 63 5.2 1.6% 6 -0.2 pp -0.0 pp +0.0 pp +0.2 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 5.2 2.4% 5 -0.6 pp -0.6 pp -0.5 pp -0.4 pp
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Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 5.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
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Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 5.0 3.5% 4 -0.4 pp -1.5 pp -1.6 pp +3.5 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 5.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.0 0.9% 6 -0.1 pp -1.2 pp -0.7 pp -1.3 pp
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Broadleaf Partners, LLC CIK 0001712686 0.215 86 4.8 0.9% 5 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
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Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 2.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.5 1.5% 5 -0.3 pp -0.2 pp -0.0 pp -0.1 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 2.5 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Everest Private Wealth CIK 0002056683 0.390 85 2.5 0.9% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
Orcam Financial Group CIK 0001905367 0.304 105 2.5 1.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 2.5 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 2.4 0.9% 5 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.4 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
RCW Management, LLC CIK 0002104402 0.332 68 2.4 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 2.4 1.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
MilWealth Group LLC CIK 0001972750 0.908 82 2.4 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 2.4 1.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 2.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 2.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 2.4 1.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 2.3 0.2% 5 +0.0 pp +0.0 pp -2.0 pp -1.3 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Management CIK 0002113155 0.022 91 2.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 2.3 0.7% 5 -0.5 pp -0.1 pp +0.0 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 2.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 2.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 2.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Verum Partners LLC CIK 0001958984 0.585 200 2.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 2.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 2.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 2.2 1.5% 5 -0.1 pp +0.1 pp +1.5 pp +0.1 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.2 1.4% 5 +0.1 pp -0.1 pp +0.0 pp -0.0 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 2.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 2.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 2.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.2 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 2.2 0.1% 1 +0.1 pp +0.1 pp -1.2 pp -0.5 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 2.2 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 2.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.1 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
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Montecito Bank & Trust CIK 0001422508 0.403 271 2.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 2.1 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 2.1 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 2.1 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
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CDKV HOLDINGS LLC CIK 0002109928 0.281 276 2.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
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Calamos Wealth Management LLC CIK 0001455258 0.686 456 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 2.1 0.9% 5 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 2.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.1 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 2.1 0.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
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Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Key FInancial Inc CIK 0001801720 0.372 1356 2.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 2.1 0.6% 6 -1.5 pp -1.7 pp -1.6 pp -1.6 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFAM, LLC CIK 0001713286 0.679 262 2.0 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
American Trust CIK 0001905128 0.729 334 2.0 0.2% 5 -0.0 pp +0.0 pp -0.4 pp -0.0 pp
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RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.0 0.7% 5 -0.0 pp -0.0 pp +0.3 pp +0.2 pp
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Equity Wealth Partners, LLC CIK 0002097037 0.125 109 1.9 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
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COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 1.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
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KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -8.1 pp -8.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -1.0 pp -0.7 pp -0.1 pp -0.1 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.5 pp -0.7 pp -0.8 pp -0.8 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.7 pp -0.4 pp -0.4 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -3.1 pp -3.3 pp -4.2 pp
Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -1.1 pp -1.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonegate Management LLC CIK 0001877054 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 0.0 0.0% 0 -0.6 pp -0.8 pp -0.8 pp -0.8 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.5 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.8 pp -0.7 pp -0.8 pp -0.8 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -9.3 pp -9.0 pp -7.6 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -1.4 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.6 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.7 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 pp -0.7 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -2.5 pp -2.4 pp -2.6 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -1.9 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.2 pp
Syverson Strege & Co CIK 0001682057 0.758 186 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -4.2 pp -3.7 pp -3.5 pp -3.5 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -2.7 pp -3.1 pp -3.2 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -7.3 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.6 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -10.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -2.4 pp -2.9 pp -2.8 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Legend Capital Advisors LLC CIK 0002111719 0.541 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -3.9 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp -3.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -2.8 pp -2.4 pp -2.2 pp -2.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.2 pp -5.7 pp -5.5 pp -5.3 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.7 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -3.1 pp -3.0 pp -2.7 pp -2.5 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -11.4 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -3.9 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -6.2 pp -4.9 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -2.2 pp -2.2 pp -2.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -5.4 pp -5.8 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status