Signals

VUG

3237 in-universe funds with a nonzero position in VUG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#4
Score / z32.058 / 38.55
Consensus1426.57 over 2782 funds
Momentumno 12m return

Price & positioning

251 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 28,815.6 1.9% 6 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18,137.2 7.3% 5 -0.7 pp -4.5 pp -4.2 pp -4.3 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 7,712.1 0.4% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,043.7 1.2% 5 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,348.8 5.9% 5 +5.0 pp -0.1 pp -0.3 pp -0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,106.3 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,874.3 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,256.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,044.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2,009.7 7.7% 3 -0.2 pp -1.1 pp +7.7 pp -2.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,884.8 0.5% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1,759.9 6.1% 2 +0.3 pp +6.1 pp +6.1 pp +6.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,357.4 4.0% 5 +3.7 pp +3.7 pp +3.7 pp +3.6 pp
FMR LLC CIK 0000315066 0.989 5571 1,310.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1,309.5 11.4% 5 +9.3 pp +9.0 pp +9.1 pp +8.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,263.1 0.4% 5 +0.4 pp +0.3 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,262.1 1.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,183.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,173.7 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1,159.7 11.1% 5 +0.6 pp -0.8 pp -0.7 pp -0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 962.3 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 941.3 5.2% 5 +0.4 pp -0.1 pp -0.2 pp -0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 937.9 0.5% 1 +0.5 pp +0.5 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 916.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 829.3 0.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 787.9 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 773.3 0.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 744.2 5.5% 5 +0.9 pp +0.4 pp +0.3 pp +1.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 733.6 1.1% 5 +0.1 pp -0.1 pp -0.3 pp -0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 685.7 0.8% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 662.4 7.1% 5 +0.6 pp +0.3 pp +0.3 pp +0.6 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 656.5 16.3% 5 +0.2 pp -0.6 pp -1.0 pp -1.8 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 649.2 8.1% 5 -0.9 pp -1.7 pp -1.9 pp -1.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 624.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 620.1 0.8% 5 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 611.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 584.9 4.4% 3 +0.1 pp +0.1 pp +4.4 pp +4.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 545.3 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 538.3 5.9% 5 +0.3 pp -0.5 pp -0.5 pp -0.4 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 478.4 8.6% 5 -0.1 pp -1.5 pp -1.8 pp -1.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 453.3 0.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 426.4 2.6% 5 -0.0 pp -0.6 pp -0.9 pp -1.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 411.0 2.4% 5 -0.1 pp -0.5 pp -1.1 pp -1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 399.9 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 394.9 14.4% 4 +0.0 pp -0.8 pp -1.1 pp +14.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 388.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 386.6 1.8% 5 +0.1 pp -0.0 pp +0.0 pp -0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 380.3 2.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 377.7 13.1% 5 +1.0 pp +1.7 pp +2.0 pp +2.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 365.6 0.4% 6 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 360.1 3.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 350.7 9.0% 5 -0.1 pp -0.5 pp -0.2 pp -0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 347.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 327.9 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 326.3 1.5% 5 +0.1 pp -0.3 pp -0.4 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 316.7 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 310.1 11.8% 5 +0.6 pp -0.5 pp +0.0 pp -0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 303.1 2.0% 2 -1.0 pp +2.0 pp +2.0 pp -2.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 301.4 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 296.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 286.6 20.4% 5 -0.3 pp -0.3 pp -0.6 pp -0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 281.4 1.6% 5 +0.1 pp -0.0 pp -0.3 pp -0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 259.0 0.4% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 237.6 6.2% 5 +0.9 pp -0.6 pp -0.6 pp -0.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 232.3 0.7% 5 +0.3 pp +0.4 pp +0.1 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 230.1 10.3% 5 -1.2 pp -2.7 pp -0.6 pp -0.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 228.7 2.3% 5 +0.2 pp +0.0 pp -0.0 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 228.2 2.9% 5 -0.5 pp -1.1 pp -1.3 pp -0.6 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 222.0 11.9% 5 +0.4 pp -0.5 pp -0.5 pp -0.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 219.0 1.3% 5 -0.2 pp -1.3 pp -1.7 pp -1.8 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 217.4 11.9% 5 +0.7 pp -0.6 pp -0.6 pp -0.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 212.0 12.0% 5 +0.6 pp +1.6 pp +1.8 pp +1.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 210.6 4.4% 5 +0.3 pp -0.1 pp -0.3 pp -0.2 pp
Creative Planning CIK 0001540235 0.979 4196 193.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 188.4 0.9% 6 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 187.9 1.4% 7 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 187.3 12.7% 5 -2.4 pp -5.0 pp -5.7 pp -5.3 pp
&PARTNERS CIK 0000107136 0.806 2509 186.1 0.8% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 184.1 9.4% 5 +0.0 pp -1.3 pp -2.4 pp -2.3 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 181.4 3.4% 4 +0.2 pp +0.3 pp +0.4 pp +3.4 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 178.3 11.4% 5 -0.7 pp -1.5 pp -1.2 pp -1.3 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 171.8 24.7% 5 +0.8 pp -0.8 pp -1.5 pp -2.4 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 171.7 29.7% 5 -0.8 pp -1.9 pp -2.0 pp -2.3 pp
BANK OF HAWAII CIK 0000315080 0.804 233 167.1 8.2% 5 +0.3 pp -0.1 pp +0.1 pp +0.8 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 166.1 6.7% 5 +0.5 pp -0.1 pp +0.5 pp +1.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 158.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
RMR Wealth Builders CIK 0001803848 0.732 316 156.5 9.7% 5 +0.6 pp +0.4 pp +0.3 pp +0.7 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 156.2 1.7% 5 +0.1 pp -0.0 pp +0.0 pp -0.6 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 150.7 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 143.0 3.8% 5 +0.4 pp +0.3 pp +0.3 pp +0.6 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 142.1 12.7% 5 +0.8 pp -0.1 pp -0.5 pp -0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 140.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 137.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Members Trust Co CIK 0001677560 0.939 170 136.3 4.2% 5 +0.4 pp +1.0 pp +1.0 pp +1.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 133.0 16.6% 5 +1.6 pp +0.2 pp -0.8 pp -0.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 131.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 130.6 11.1% 5 +0.3 pp -1.3 pp -1.6 pp -1.3 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 128.8 10.7% 5 -0.1 pp -1.3 pp -1.6 pp -1.9 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 125.3 17.8% 5 -1.6 pp -1.8 pp -2.7 pp -6.0 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 125.1 19.7% 5 +2.2 pp +0.6 pp +0.4 pp +0.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 123.6 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 123.2 9.3% 5 +0.6 pp +0.2 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 122.5 0.6% 5 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 121.4 9.5% 7 +0.5 pp -0.5 pp -1.3 pp -1.5 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 121.3 1.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
71 West Capital Partners CIK 0002111530 0.838 382 121.2 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 121.0 1.5% 5 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 119.1 1.2% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 118.6 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 116.7 10.4% 5 +0.4 pp -0.0 pp -0.4 pp -0.6 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 116.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 114.6 0.6% 5 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 114.6 2.1% 5 +0.1 pp -0.2 pp -0.4 pp -0.4 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 112.4 2.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
Balentine LLC CIK 0001586678 0.932 243 111.7 4.0% 5 -1.5 pp -25.5 pp -22.8 pp -18.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 111.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 109.3 7.6% 5 +0.5 pp -0.0 pp +0.0 pp +0.7 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 105.5 2.3% 5 +0.1 pp -0.4 pp -0.4 pp -0.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 103.9 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 103.6 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trust Co of Tennessee CIK 0002025098 0.941 8 102.9 18.0% 5 -0.6 pp -4.9 pp -6.0 pp -6.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 102.7 1.0% 4 +0.2 pp +0.9 pp +0.9 pp +1.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 102.6 12.0% 5 +0.7 pp -0.1 pp -0.2 pp +0.8 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 100.3 2.2% 5 +0.2 pp -0.1 pp -0.1 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 99.1 0.1% 5 -0.2 pp -0.5 pp -0.6 pp -0.7 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 98.4 11.4% 2 +0.2 pp +11.4 pp +11.4 pp +11.4 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 96.4 13.8% 5 +0.5 pp +0.8 pp +0.8 pp +1.4 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 96.4 8.4% 5 +0.0 pp -0.9 pp -1.5 pp -1.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 96.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 95.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 95.3 4.9% 5 +0.2 pp +3.8 pp +3.8 pp +3.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 92.5 0.8% 5 +0.2 pp +0.1 pp -0.1 pp -0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 92.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 91.6 0.6% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 90.7 10.4% 5 +1.4 pp +1.9 pp +3.5 pp +2.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 90.4 1.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 89.2 11.4% 5 +0.5 pp -0.6 pp -0.9 pp -2.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 88.5 1.1% 5 -0.2 pp -0.8 pp -0.8 pp -0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 87.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 86.8 8.3% 5 +0.5 pp -0.6 pp -0.2 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 86.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 86.6 1.2% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 85.8 1.1% 5 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 83.1 2.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 83.0 7.6% 4 +7.4 pp +7.5 pp +7.5 pp +7.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 81.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 81.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 81.1 12.4% 5 +0.1 pp -0.3 pp -0.6 pp -0.6 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 80.0 2.2% 6 -0.0 pp -0.3 pp -0.5 pp -0.6 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 78.1 1.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 77.5 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 77.2 4.7% 5 +0.1 pp -0.6 pp -0.7 pp -0.6 pp
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STEPHENS INC /AR/ CIK 0000757657 0.689 1332 75.4 0.8% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 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 75.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 75.0 3.7% 5 +0.6 pp +0.4 pp +0.7 pp -0.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 74.0 2.4% 5 +0.3 pp -0.1 pp -0.2 pp -0.2 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 73.8 14.0% 5 -2.0 pp -7.4 pp -8.5 pp -11.2 pp
BOKF, NA CIK 0000009634 0.752 1160 73.6 1.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 73.2 5.2% 5 +0.3 pp +0.0 pp +0.1 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 72.9 9.0% 5 +0.6 pp -0.1 pp -0.6 pp -0.5 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 72.2 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.1 pp
Brickley Wealth Management CIK 0001712533 0.861 68 72.0 10.3% 5 +0.0 pp -1.3 pp -1.7 pp -0.0 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 71.1 22.1% 5 +1.4 pp -0.1 pp -1.7 pp -4.5 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 71.1 7.3% 5 +0.9 pp -3.0 pp -10.9 pp -10.8 pp
Partners in Financial Planning CIK 0002054264 0.816 131 71.1 10.8% 6 +0.9 pp -0.3 pp -0.7 pp -0.7 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 70.7 5.3% 5 +0.2 pp -0.2 pp -0.3 pp -0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 70.6 1.6% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 70.5 3.9% 5 -0.1 pp -0.8 pp -0.9 pp -1.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 70.4 1.8% 5 +0.8 pp +0.6 pp +0.4 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 69.9 4.1% 5 +0.5 pp -0.1 pp +0.0 pp -0.0 pp
Trust Co CIK 0001632554 0.769 908 69.0 6.2% 5 +0.6 pp +0.2 pp -0.2 pp -0.3 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 67.5 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 67.5 5.7% 5 +0.1 pp -0.8 pp -0.8 pp -1.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 67.0 5.8% 5 +0.1 pp -0.6 pp -0.7 pp -0.9 pp
American Trust CIK 0001905128 0.729 334 66.5 5.1% 5 -0.2 pp +0.7 pp +1.1 pp +5.0 pp
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Neuberger Berman Group LLC CIK 0001465109 0.900 2283 64.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 64.0 1.2% 5 -0.0 pp -0.2 pp -0.4 pp -0.3 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 63.7 10.0% 5 -0.1 pp -1.8 pp -1.8 pp -2.2 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 63.3 2.3% 5 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 63.3 3.2% 5 +0.8 pp +0.6 pp +1.3 pp +1.2 pp
SP Asset Management LLC CIK 0001962086 0.687 137 63.2 5.1% 5 +0.4 pp +0.6 pp +0.7 pp +0.9 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 63.1 3.1% 5 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 62.7 3.7% 5 +0.2 pp -0.6 pp -0.5 pp -0.3 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 62.7 4.0% 5 +3.7 pp -0.4 pp -0.5 pp +3.7 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 62.5 2.4% 5 -0.0 pp -0.1 pp +0.2 pp +0.5 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 61.0 13.9% 5 -0.9 pp -2.6 pp -3.5 pp -2.2 pp
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GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 60.4 29.3% 5 +0.4 pp -1.9 pp -0.8 pp -1.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 59.5 0.3% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 58.5 7.5% 5 +0.6 pp -0.2 pp -0.9 pp -1.3 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 57.4 11.1% 5 +0.2 pp -1.2 pp -1.6 pp -2.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 56.8 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 56.0 6.9% 5 +0.1 pp +0.3 pp -0.4 pp +0.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 55.8 3.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 54.9 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.776 50 54.8 19.9% 2 +0.9 pp +19.9 pp +19.9 pp +19.9 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 54.6 0.9% 1 +0.9 pp +0.3 pp -0.2 pp -0.2 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 54.2 6.1% 5 +1.5 pp +2.5 pp +3.5 pp +4.7 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 54.2 29.1% 5 +1.1 pp -1.4 pp -1.5 pp -1.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 53.6 0.8% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
TL Private Wealth CIK 0001802868 0.876 54 53.3 19.5% 5 +0.2 pp -1.0 pp -1.7 pp -3.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 53.0 11.0% 7 +0.7 pp -0.5 pp -1.3 pp -1.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 52.9 0.8% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 52.6 11.0% 5 +0.8 pp -0.3 pp -0.5 pp -0.1 pp
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Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 52.4 11.8% 3 -0.2 pp -0.2 pp +11.8 pp +11.8 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 52.0 8.3% 5 +0.6 pp -0.1 pp +0.6 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 51.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 51.7 11.6% 5 +0.8 pp -0.7 pp -0.8 pp -0.8 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 51.0 12.4% 5 +0.5 pp -1.1 pp -0.9 pp -2.0 pp
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MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 50.5 19.8% 5 +1.0 pp -0.4 pp +0.0 pp -5.2 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 50.2 7.8% 5 +0.6 pp +0.2 pp -0.0 pp -0.3 pp
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JNBA Financial Advisors CIK 0001569118 0.792 830 50.1 3.8% 5 +0.2 pp -0.2 pp -0.3 pp -0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 50.0 4.5% 5 +0.3 pp -0.1 pp -0.2 pp -0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 50.0 4.0% 5 +0.3 pp -0.1 pp -0.2 pp -0.4 pp
PFG Advisors CIK 0001694435 0.248 791 49.2 2.5% 4 +0.4 pp -0.3 pp -0.2 pp +2.5 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 49.0 14.3% 5 +0.2 pp -1.8 pp -2.2 pp -2.2 pp
First Pacific Financial CIK 0001810089 0.717 510 48.8 5.8% 5 +0.5 pp -0.3 pp -0.6 pp -0.6 pp
One Capital Management, LLC CIK 0001606588 0.779 522 48.8 1.4% 5 +0.0 pp +0.7 pp +0.8 pp +0.8 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 48.6 9.7% 5 +0.7 pp -0.4 pp -0.5 pp -1.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 48.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 47.5 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
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CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 46.5 0.7% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
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Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 45.7 14.1% 5 +0.9 pp -2.6 pp -2.6 pp -2.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 45.1 1.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
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NWAM LLC CIK 0001655006 0.392 684 44.4 2.2% 5 +0.0 pp -0.1 pp -0.7 pp +0.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 44.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Newton One Investments LLC CIK 0001842787 0.836 146 43.6 11.0% 5 +0.7 pp -1.4 pp -1.6 pp -1.3 pp
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Scott Capital Advisors, LLC CIK 0001905673 0.593 66 43.1 6.7% 5 -1.1 pp -2.2 pp -2.5 pp -3.7 pp
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AIRE ADVISORS, LLC CIK 0001908177 0.575 179 38.5 6.3% 5 +0.3 pp -0.3 pp -0.2 pp -0.1 pp
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IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 37.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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Prospera Financial Services Inc CIK 0001541625 0.534 1468 34.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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GoalVest Advisory LLC CIK 0001839307 0.587 500 30.9 5.7% 5 -0.2 pp -2.2 pp -2.4 pp -2.7 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 30.8 5.1% 4 +0.1 pp -0.5 pp +0.2 pp +5.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 30.7 0.7% 5 +0.0 pp -0.1 pp +0.4 pp +0.3 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 30.6 2.9% 5 +0.2 pp -0.1 pp -0.1 pp +0.0 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 30.5 6.6% 5 -0.4 pp -1.1 pp -1.5 pp -1.5 pp
Decker Wealth Management LLC CIK 0002129751 0.422 106 30.4 6.4% 2 +0.7 pp +6.4 pp +6.4 pp +6.4 pp
25 LLC CIK 0001968777 0.795 80 30.3 8.3% 5 +0.3 pp -0.1 pp +0.7 pp +1.0 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 30.1 10.5% 5 +1.1 pp -7.2 pp -7.2 pp -2.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 29.9 16.5% 5 +3.8 pp +2.5 pp -1.7 pp -4.2 pp
Veery Capital, LLC CIK 0001844375 0.780 100 29.9 8.0% 5 +0.2 pp -0.5 pp -0.5 pp -0.2 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 29.9 8.4% 5 +0.1 pp +0.9 pp +0.7 pp +1.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 29.6 1.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 29.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 29.5 16.2% 5 +1.2 pp +0.1 pp +0.4 pp +0.9 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 29.3 1.6% 5 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 29.2 11.5% 5 +0.8 pp -0.4 pp -1.7 pp -2.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 29.1 4.3% 5 +0.6 pp +0.6 pp +0.9 pp +1.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 29.0 0.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 28.9 1.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.3 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 28.7 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 28.6 6.4% 5 -1.5 pp -0.9 pp -1.5 pp -1.5 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 28.5 15.7% 5 -0.4 pp -1.9 pp -1.4 pp -1.5 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 28.5 4.2% 5 -1.2 pp -1.9 pp -1.6 pp -1.3 pp
Oak Root LLC CIK 0002027377 0.950 10 28.5 3.1% 5 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 28.3 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 28.1 9.4% 5 +0.7 pp -0.2 pp -0.4 pp -0.2 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 27.8 2.4% 5 +0.6 pp +0.3 pp +0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 27.7 0.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 27.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 27.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 27.5 1.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 27.4 3.3% 5 -0.1 pp -0.6 pp -0.2 pp -1.6 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 27.1 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 27.1 0.8% 5 -0.1 pp +0.0 pp -0.2 pp -0.3 pp
Advantage Trust Co CIK 0002009346 0.631 197 27.0 9.5% 5 -0.6 pp -1.6 pp -1.2 pp -0.9 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 27.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 27.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 26.8 2.6% 5 +0.2 pp -0.1 pp -0.2 pp -0.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 26.5 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 26.2 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 26.0 0.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.0 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 25.8 7.3% 5 +0.5 pp -0.2 pp -0.7 pp -0.2 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 25.8 18.8% 5 +0.6 pp -2.4 pp -2.9 pp -3.2 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 25.7 3.3% 5 +0.2 pp -0.2 pp +0.2 pp -0.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 25.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 25.7 19.2% 2 +1.1 pp +19.2 pp +19.2 pp +19.2 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 25.5 3.1% 5 +0.3 pp -2.6 pp -0.2 pp -0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 25.5 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 25.4 5.8% 5 +0.5 pp -0.1 pp -0.2 pp -0.1 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 25.4 2.7% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 25.0 3.6% 5 +0.3 pp -0.1 pp -0.2 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 24.8 0.7% 5 -0.0 pp -0.5 pp -0.5 pp -0.6 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 24.8 2.3% 5 +0.1 pp -0.3 pp -0.3 pp +1.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 24.8 2.4% 5 -1.4 pp -0.2 pp -0.4 pp -1.8 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 24.6 3.9% 5 +0.4 pp -0.1 pp -0.0 pp +0.1 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 24.5 14.2% 5 +0.8 pp -0.5 pp -1.2 pp -1.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 24.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 24.3 13.5% 5 -0.1 pp -0.7 pp -1.0 pp -2.7 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 24.2 5.6% 5 +0.2 pp -0.4 pp -0.6 pp -0.5 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.0 1.5% 6 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 23.8 4.3% 5 +0.0 pp -0.7 pp -0.8 pp -0.9 pp
DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 23.8 15.5% 2 +1.6 pp +15.5 pp +15.5 pp +15.5 pp
Peterson Wealth Services CIK 0001906799 0.450 245 23.7 5.2% 5 -0.2 pp -0.9 pp -1.8 pp -2.1 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 23.7 4.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 23.6 9.2% 5 +0.4 pp -0.6 pp -0.8 pp -0.7 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 23.5 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 23.3 1.3% 6 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 23.0 4.6% 5 +0.2 pp -0.2 pp -0.5 pp -0.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 23.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 23.0 1.9% 5 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 22.9 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 22.8 0.5% 5 +0.0 pp +0.3 pp -0.0 pp +0.0 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 22.8 10.6% 5 -3.2 pp -3.5 pp -3.0 pp -3.9 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 22.7 1.2% 5 +0.4 pp -0.1 pp -0.1 pp +0.3 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 22.7 4.2% 4 +0.3 pp -0.2 pp -0.2 pp +4.2 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 22.7 4.5% 5 +0.1 pp -0.3 pp -0.6 pp -0.2 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 22.6 6.2% 2 +0.2 pp +6.2 pp +6.2 pp +6.2 pp
Aries Wealth Management CIK 0001729515 0.425 242 22.5 4.4% 5 +0.4 pp +0.0 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 22.1 1.9% 5 -0.1 pp -0.7 pp -1.1 pp -1.2 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 22.1 4.9% 5 +0.1 pp -0.2 pp -4.3 pp -4.6 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 22.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 22.1 5.8% 5 +0.3 pp -0.2 pp -0.5 pp -0.5 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 22.0 2.9% 7 +0.8 pp +0.4 pp +0.3 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 21.9 4.5% 5 +0.3 pp +0.0 pp -0.2 pp -0.2 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 21.8 1.3% 5 +0.6 pp +0.5 pp +0.5 pp +0.4 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 21.8 9.3% 5 +0.2 pp -0.8 pp -1.5 pp -1.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 21.7 5.8% 5 +0.5 pp -0.3 pp -0.4 pp -0.3 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 21.6 2.2% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 21.5 1.4% 5 +0.2 pp -0.2 pp -0.3 pp -0.4 pp
Midwest Trust Co CIK 0002077080 0.757 606 21.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 21.2 9.2% 5 +0.7 pp -0.6 pp -0.6 pp -0.5 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 21.1 4.6% 5 +0.2 pp -0.3 pp -0.4 pp -0.3 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 21.1 2.2% 5 +0.0 pp -0.3 pp -0.2 pp -0.5 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 21.1 2.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 21.0 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 20.9 1.4% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 20.8 6.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 20.7 0.5% 5 +0.2 pp -0.0 pp -0.2 pp -0.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 20.6 0.4% 5 +0.1 pp -0.0 pp +0.0 pp -0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 20.4 5.4% 5 +0.4 pp -0.0 pp -0.1 pp +0.1 pp
VVR Holdings LLC CIK 0002070884 0.604 38 20.3 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 20.3 4.2% 5 +0.4 pp +0.2 pp +0.1 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 20.2 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 20.2 1.6% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 20.2 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 20.2 1.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 20.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 20.1 9.7% 5 +0.9 pp +0.7 pp -0.1 pp +0.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 20.0 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 19.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 19.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 19.6 2.0% 5 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 19.6 1.3% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 19.6 5.6% 5 +0.1 pp -0.6 pp -0.9 pp -1.0 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 19.4 5.4% 5 -0.1 pp -0.4 pp -0.2 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 19.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 19.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 19.1 5.5% 5 +2.7 pp +2.9 pp +3.2 pp +3.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 19.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 19.0 4.4% 5 +0.5 pp +0.1 pp +0.3 pp +0.7 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 18.6 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
Go Invest LLC CIK 2139692 0.913 129 18.6 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 18.5 0.4% 5 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 18.5 6.8% 5 +0.3 pp -0.8 pp -1.1 pp -1.3 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 18.5 2.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 18.4 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 18.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 18.2 4.4% 5 -0.8 pp -2.7 pp -3.4 pp -7.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 18.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 17.9 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 17.8 0.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 17.8 0.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 17.6 8.3% 5 +0.3 pp +0.4 pp +1.4 pp +1.0 pp
Thayer Financial, L.L.C. CIK 0002100981 0.722 33 17.6 16.0% 2 +1.1 pp +16.0 pp +16.0 pp +16.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 17.5 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 17.4 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 17.4 12.1% 2 +1.0 pp +12.1 pp +12.1 pp +12.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 17.4 0.5% 1 +0.5 pp +0.5 pp -0.6 pp -0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.4 0.3% 7 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 17.4 3.5% 5 +0.2 pp -0.2 pp -0.6 pp -0.7 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 17.4 1.8% 5 +0.0 pp -0.3 pp -0.4 pp -1.6 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 17.3 4.6% 6 +0.1 pp -0.8 pp -0.9 pp -0.3 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 17.3 1.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 17.1 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
STAR Financial Bank CIK 0001965329 0.528 109 17.1 7.0% 3 +1.4 pp +4.9 pp +7.0 pp +7.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 17.1 1.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 17.0 0.6% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 16.9 0.4% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Prosperity Advisers, LLC CIK 0002042930 0.778 44 16.9 12.2% 2 +0.6 pp +12.2 pp +12.2 pp +12.2 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 16.9 1.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 16.7 8.8% 5 +0.9 pp +1.3 pp +2.6 pp +4.3 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 16.7 2.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 16.7 3.3% 5 -0.7 pp -1.2 pp -0.4 pp -1.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 16.6 0.5% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 16.6 10.8% 5 +0.7 pp -0.2 pp -0.4 pp -0.3 pp
Kendall Capital Management CIK 0001731372 0.288 236 16.6 2.8% 5 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 16.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 16.4 4.7% 5 +0.2 pp -0.2 pp -0.6 pp -0.6 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 16.4 9.3% 5 +0.5 pp -1.0 pp -1.5 pp -2.2 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 16.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 16.3 3.6% 5 +0.2 pp +0.0 pp -0.2 pp -0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 16.2 2.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 16.2 1.5% 5 -1.1 pp -0.6 pp -0.6 pp -0.4 pp
EMC Capital Management CIK 0001847772 0.576 53 16.2 6.4% 1 +6.4 pp -0.6 pp -3.3 pp -1.4 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 16.1 11.8% 6 +0.7 pp +0.0 pp -1.4 pp -1.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 15.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 15.9 3.7% 5 +0.1 pp -0.4 pp -0.6 pp -0.7 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 15.8 0.4% 6 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 15.7 4.4% 5 -0.0 pp -0.2 pp -0.4 pp -0.9 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 15.7 7.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 15.7 1.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Birnam Oak Advisors, LP CIK 0001997245 0.493 37 15.7 2.6% 1 +2.6 pp -0.4 pp -0.6 pp -1.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 15.6 3.3% 5 +0.0 pp -0.1 pp -0.4 pp -0.6 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 15.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 15.5 5.7% 5 +0.6 pp +0.0 pp -0.6 pp -0.4 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 15.4 1.9% 5 +0.7 pp +0.7 pp +0.1 pp +0.1 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 15.4 8.2% 5 +1.4 pp +0.6 pp -0.1 pp +0.1 pp
Level Financial Advisors CIK 0001871734 0.644 95 15.2 3.4% 5 +0.7 pp +0.7 pp +0.9 pp +1.1 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 15.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 15.1 0.7% 5 +0.0 pp -0.1 pp -0.3 pp -0.8 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 15.1 2.5% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 15.0 1.4% 7 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 15.0 5.1% 2 +0.6 pp +5.1 pp +5.1 pp +5.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 15.0 0.5% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 15.0 2.8% 5 +0.7 pp -0.1 pp +0.0 pp +0.3 pp
First PREMIER Bank CIK 0001653926 0.233 358 14.8 2.4% 5 -0.2 pp -0.4 pp -0.1 pp +0.3 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 14.8 2.8% 5 -0.6 pp -2.3 pp -2.9 pp -3.3 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 14.7 6.7% 5 -0.8 pp -1.8 pp -2.6 pp -2.3 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 14.7 1.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 14.6 6.3% 6 +0.5 pp +0.5 pp +6.1 pp +3.1 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 14.5 5.2% 5 +0.5 pp -0.1 pp -0.1 pp -0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 14.3 2.7% 5 +0.3 pp +0.3 pp +0.6 pp +1.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 14.1 2.6% 5 +0.2 pp -0.0 pp -0.1 pp -0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.1 0.5% 6 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 14.1 4.0% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 14.0 0.7% 5 -0.3 pp -0.5 pp -0.5 pp -0.4 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 13.8 6.9% 5 +1.5 pp +0.8 pp +0.9 pp +1.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 13.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 13.8 6.5% 5 +0.4 pp -0.2 pp -0.2 pp +0.3 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 13.7 1.7% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 13.7 3.2% 5 +0.3 pp -0.1 pp -0.1 pp -0.2 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 13.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 13.7 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 13.6 3.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 13.5 2.1% 5 +0.5 pp -0.5 pp -0.8 pp -0.9 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 13.5 1.5% 5 -0.1 pp -0.3 pp -0.5 pp -0.2 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 13.5 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 13.4 3.7% 5 +0.9 pp +0.8 pp +0.6 pp +0.9 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 13.4 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 13.3 0.6% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 13.2 10.5% 2 +1.2 pp +10.5 pp +10.5 pp +10.5 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 13.2 6.8% 5 +0.7 pp +0.0 pp +0.3 pp +0.2 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 13.2 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 13.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 13.1 8.7% 2 -0.0 pp +8.7 pp +8.7 pp +8.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 13.0 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Lansing Street Advisors CIK 0001926571 0.417 166 13.0 2.8% 5 -0.0 pp -0.7 pp -0.7 pp -0.8 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 13.0 2.9% 5 +0.1 pp -0.5 pp -0.6 pp -0.3 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.9 1.0% 5 +0.2 pp -0.0 pp +0.1 pp +0.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 12.9 3.4% 6 -0.5 pp -1.5 pp -1.7 pp -1.9 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 12.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 12.9 2.7% 5 +0.1 pp -0.4 pp -0.7 pp -1.1 pp
Veratis Advisors, Inc. CIK 0002111807 0.253 84 12.9 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 12.8 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 12.6 2.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 12.6 4.6% 5 +0.2 pp +0.0 pp +0.1 pp +0.4 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 12.4 3.6% 5 +0.4 pp +0.6 pp +0.8 pp +1.0 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 12.4 5.9% 5 +1.1 pp +0.7 pp +0.4 pp +1.1 pp
MTC Wealth Management LLC CIK 0001821455 0.810 14 12.4 5.5% 5 +0.5 pp +1.6 pp +1.5 pp +1.6 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.4 0.4% 6 -0.0 pp -0.2 pp -0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.3 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 12.3 8.9% 2 -0.2 pp +8.9 pp +8.9 pp +8.9 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 12.2 3.7% 5 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 12.2 7.5% 5 +0.2 pp -0.5 pp -0.5 pp -0.4 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 12.1 0.8% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 12.1 5.8% 5 +0.4 pp -0.0 pp -0.3 pp -0.4 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 12.1 1.5% 5 -0.1 pp -3.5 pp -3.5 pp -0.0 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 12.0 1.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Prostatis Group LLC CIK 0001649186 0.318 190 12.0 2.8% 7 +0.2 pp -0.3 pp -0.0 pp -0.2 pp
NFSG Corp CIK 0001879757 0.275 1245 11.9 1.5% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
GLR Partners, LLC CIK 0002134831 0.348 111 11.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 11.8 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 11.8 3.0% 5 +0.1 pp -0.4 pp -1.3 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 11.8 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 11.8 0.7% 5 +0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.5 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 11.5 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 11.4 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 11.4 1.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 11.4 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Marathon Wealth Advisors LLC CIK 2153211 0.321 76 11.2 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 11.2 1.3% 4 -0.0 pp -0.1 pp -0.2 pp +1.3 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 11.2 3.2% 5 +0.1 pp -0.5 pp -0.5 pp -0.3 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 11.1 4.8% 5 +1.4 pp +1.3 pp +2.0 pp +1.9 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 11.1 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 11.0 3.4% 5 +0.0 pp -0.3 pp -0.2 pp -0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 10.9 2.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 10.9 3.8% 5 +0.1 pp -0.3 pp -0.5 pp -0.5 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 10.9 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 10.9 0.7% 5 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 10.9 7.6% 5 +0.3 pp -0.5 pp -0.7 pp -0.6 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 10.9 2.8% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
Americana Partners, LLC CIK 0001797678 0.514 596 10.8 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Simmons Bank CIK 0001674486 0.467 369 10.8 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 10.8 0.6% 5 +0.2 pp +0.2 pp +0.2 pp -0.1 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 10.8 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 10.8 3.1% 5 +0.3 pp +0.1 pp +0.1 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 10.8 5.1% 5 +0.5 pp +0.0 pp -0.0 pp +0.9 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 10.8 3.5% 5 +0.3 pp -0.2 pp -0.2 pp -0.3 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 10.7 4.9% 5 -0.6 pp -2.1 pp -2.7 pp -2.7 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 10.7 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 10.7 1.1% 5 +0.6 pp -1.6 pp -2.3 pp -0.5 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.7 0.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
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Rinkey Investments CIK 0001730774 0.601 128 10.6 2.5% 5 +0.4 pp +0.3 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.6 0.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 10.5 4.3% 4 +0.2 pp +0.2 pp +1.1 pp +4.3 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 10.5 3.6% 5 +0.3 pp +0.0 pp +0.3 pp +0.4 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 10.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 10.5 7.5% 5 +0.7 pp -0.5 pp -0.4 pp -0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 10.5 5.5% 7 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 10.5 1.3% 5 +0.3 pp +0.1 pp +0.2 pp +0.3 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 10.4 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
Latigo Investments, LLC CIK 0001914668 0.837 14 10.4 4.6% 5 +0.3 pp -0.2 pp -0.2 pp +0.1 pp
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Sigma Planning Corp CIK 0001449126 0.520 1394 10.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 10.3 2.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 10.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
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StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 10.1 0.4% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 9.9 0.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 9.9 1.7% 5 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 9.9 6.1% 5 +0.4 pp +0.6 pp +1.0 pp +0.8 pp
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Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 9.9 6.4% 5 +0.2 pp -0.9 pp -1.2 pp -0.8 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 9.7 1.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 9.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 9.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 9.5 1.5% 5 -0.1 pp -0.5 pp -0.8 pp -0.8 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 9.5 2.4% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
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Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 9.4 0.9% 4 -0.1 pp -0.4 pp -0.5 pp +0.9 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 9.4 4.9% 5 +0.2 pp -0.2 pp -0.2 pp -0.2 pp
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Curi Capital, LLC CIK 0001332905 0.547 888 9.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Capital Investment Advisors, LLC CIK 0001582732 0.749 786 9.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.1 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
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Acropolis Investment Management, LLC CIK 0001318601 0.882 384 9.0 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 8.9 6.3% 6 +0.6 pp -0.2 pp -0.9 pp -0.9 pp
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Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.9 0.7% 5 -0.1 pp -0.5 pp -0.8 pp +0.0 pp
Bonfire Financial CIK 0001762539 0.560 60 8.9 5.7% 5 +0.0 pp -0.8 pp -1.1 pp -1.8 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 8.8 1.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 8.8 1.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 8.8 3.4% 5 +0.1 pp -0.0 pp -0.2 pp -0.1 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 8.7 1.1% 5 +0.2 pp -0.0 pp -0.1 pp +0.1 pp
Asset Advisory Group, Inc. CIK 0002110402 0.397 125 8.7 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 8.7 1.3% 5 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 8.7 7.0% 3 -0.5 pp -1.8 pp +7.0 pp +7.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 8.6 1.5% 5 +0.2 pp +0.3 pp -0.0 pp -0.0 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 8.6 1.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Weinberger Asset Management, Inc CIK 0002051705 0.597 101 8.5 2.7% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 8.5 5.0% 4 +0.2 pp +4.4 pp -0.4 pp +5.0 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 8.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 8.4 1.5% 5 +0.1 pp -1.4 pp -1.5 pp -1.7 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 8.4 0.1% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 8.4 1.0% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 8.3 4.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 8.3 4.6% 5 -2.0 pp -35.3 pp -37.7 pp -39.7 pp
Indivisible Partners CIK 0002098400 0.368 637 8.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 8.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 8.2 3.0% 5 +0.1 pp -0.2 pp +0.0 pp -0.2 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 8.2 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 8.2 3.2% 1 +3.2 pp +3.2 pp +3.0 pp -0.6 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 8.1 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 8.1 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.1 0.5% 5 +0.1 pp -0.4 pp -0.5 pp +0.3 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 8.0 5.2% 5 +0.4 pp -0.2 pp -0.3 pp -0.2 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 8.0 2.5% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 8.0 1.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 8.0 0.7% 1 +0.7 pp +0.1 pp +0.1 pp +0.1 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 8.0 2.1% 5 +0.1 pp -0.2 pp -0.5 pp -0.8 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 8.0 2.6% 5 +0.1 pp -0.4 pp -0.6 pp -0.6 pp
LongView Wealth Management CIK 0001990190 0.308 227 8.0 2.0% 5 +0.2 pp +0.2 pp -0.1 pp -0.2 pp
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M1 Capital Management LLC CIK 0001976157 0.144 113 7.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 7.9 1.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 7.8 1.4% 7 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 7.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 7.8 1.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 7.7 6.3% 6 +0.3 pp -0.3 pp -0.8 pp -0.6 pp
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TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 7.7 0.6% 5 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 7.7 0.8% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 7.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Diversified Enterprises, LLC CIK 0002037264 0.848 425 7.5 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 7.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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Laraway Financial Advisors Inc CIK 0001908275 0.241 140 7.5 4.5% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 7.5 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 7.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Stone Summit Wealth LLC CIK 0001908192 0.413 144 7.4 1.9% 5 +0.1 pp -0.2 pp -0.2 pp +0.8 pp
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Tidal Investments LLC CIK 0001600064 0.635 2147 7.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 7.2 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
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Prime Buchholz LLC CIK 0002051999 0.271 40 6.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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TPG Financial Advisors, LLC CIK 0001706669 0.483 81 6.7 2.0% 5 +0.2 pp -0.2 pp -1.2 pp -1.2 pp
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EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 5.9 0.4% 5 +0.0 pp -0.1 pp -0.4 pp -0.5 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.8 0.9% 5 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
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Idaho Trust Co CIK 0001568069 0.536 98 5.8 1.7% 5 +0.1 pp -0.6 pp -1.0 pp -0.3 pp
Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 5.8 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 5.8 1.7% 5 +0.1 pp -1.1 pp -0.0 pp -0.2 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 5.7 2.4% 5 +0.1 pp -0.4 pp -0.6 pp -0.5 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 5.7 0.8% 5 +0.1 pp -3.0 pp -3.4 pp -3.4 pp
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Ballentine Partners, LLC CIK 0001374889 0.936 1078 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 5.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leo H. Evart, Inc. CIK 0001920405 0.382 295 5.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 5.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.6 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Community Bank of Raymore CIK 0001599923 0.387 76 5.6 3.3% 5 +0.1 pp -0.3 pp +0.4 pp +0.6 pp
KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 5.5 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 5.5 1.0% 5 +0.5 pp +0.3 pp +0.4 pp +0.5 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.5 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 5.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.5 0.1% 5 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 5.4 2.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 5.4 1.3% 5 +0.0 pp -0.2 pp -0.1 pp -0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 5.3 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 5.3 1.3% 5 -0.0 pp -0.1 pp +0.8 pp +0.9 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.3 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 5.3 1.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 5.3 2.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CX Institutional CIK 0001737089 0.437 1568 5.2 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 5.2 1.8% 5 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.2 1.2% 5 +0.0 pp -0.3 pp -0.5 pp -0.6 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 5.2 1.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.2 2.4% 5 +0.1 pp -0.2 pp -0.5 pp -0.6 pp
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PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 5.2 0.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 5.2 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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Chris Bulman Inc CIK 0002032404 0.343 165 5.1 1.9% 5 -0.2 pp -0.6 pp -0.9 pp -1.6 pp
KWMG, LLC CIK 0001633024 0.515 153 5.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Allen Investment Management, LLC CIK 0001326234 0.746 227 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 5.0 0.5% 5 -0.0 pp -0.0 pp -2.8 pp -1.9 pp
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Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 5.0 1.0% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 5.0 0.8% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 5.0 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
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Opus Financial Solutions LLC CIK 0001934041 0.178 111 4.9 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 4.9 1.8% 5 +0.2 pp +0.0 pp -0.1 pp -0.1 pp
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Calder Financial LLC CIK 0002106810 0.520 43 4.8 4.5% 2 +0.5 pp +4.5 pp +4.5 pp +4.5 pp
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Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.2 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
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UNITED BANK CIK 0001286478 0.652 130 2.4 0.3% 6 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 2.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.4 0.5% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vertrix Wealth Management, LLC CIK 0002118328 0.155 103 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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VestGen Investment Management CIK 0001511739 0.060 218 2.4 1.3% 5 -0.2 pp -0.4 pp -0.7 pp -0.6 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.4 0.8% 5 +0.1 pp +0.3 pp -0.1 pp -0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Element Squared LLC CIK 0002086643 0.213 49 2.4 1.2% 4 +0.0 pp -0.0 pp +0.5 pp +1.2 pp
PECAUT & CO. CIK 0001597200 0.622 65 2.4 0.7% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 2.4 0.7% 5 -0.4 pp -0.2 pp -0.0 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 2.3 0.5% 4 -0.7 pp -1.6 pp -1.8 pp +0.5 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 2.3 0.9% 5 +0.1 pp -4.2 pp -2.4 pp -1.4 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 2.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 2.3 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clarendon Private LLC CIK 0001961628 0.221 124 2.3 1.5% 5 -0.0 pp -0.4 pp -0.5 pp -0.4 pp
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FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 2.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 2.3 0.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Bravera Wealth CIK 0002126773 0.454 352 2.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 2.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Olde Wealth Management, LLC CIK 0001840760 0.694 119 2.3 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 2.2 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 2.2 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 2.2 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 2.2 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.2 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 2.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 2.2 0.8% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 2.2 1.6% 5 -0.1 pp -0.8 pp -0.9 pp -0.7 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 2.2 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.2 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 2.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 2.2 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 2.2 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 2.2 0.8% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Next Level Private LLC CIK 0001910366 0.538 174 2.2 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
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Detalus Advisors, LLC CIK 0001799677 0.538 191 2.1 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 2.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 2.1 1.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Avant Capital LLC CIK 0001653443 0.368 86 2.1 1.3% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 2.1 0.9% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 2.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CBM Financial, LLC CIK 0002055702 0.864 16 2.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 2.1 1.5% 4 +0.0 pp -0.1 pp -0.2 pp +1.5 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 2.0 1.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.9 0.9% 5 +0.1 pp -0.6 pp -0.8 pp -0.1 pp
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PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commerce Advisors, LLC CIK 0001567247 0.122 128 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Pacifica Partners Inc. CIK 0001799900 0.313 424 0.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Seneca House Advisors CIK 0001731359 0.316 103 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Sharper & Granite LLC CIK 0001959415 0.344 109 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Lumbard & Kellner, LLC CIK 0001602476 0.247 108 0.3 0.1% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Welch Financial Planning, LLC CIK 0002085141 0.273 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signet Private Wealth LLC CIK 0002096298 0.127 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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PMG Family Office LLC CIK 0002102299 0.155 114 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -11.3 pp
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QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.8 pp
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Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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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
Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -1.6 pp -2.0 pp -1.8 pp -1.6 pp
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EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
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Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -3.5 pp -3.4 pp -3.7 pp
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Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -1.8 pp -1.9 pp -2.1 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
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WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.5 pp -0.5 pp +0.0 pp
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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
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Elevated Financial Group LLC CIK 0002063915 0.576 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
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Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
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Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 pp -6.6 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -5.6 pp -5.6 pp -6.3 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.4 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.6 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
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Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -2.2 pp -1.5 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 -0.4 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
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Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -19.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
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Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Wiser Wealth Management, Inc CIK 0001573263 0.874 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
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RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.3 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp -0.9 pp
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Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.1 pp
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Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -3.7 pp
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West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.7 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 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
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -1.4 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Financial Harvest, LLC CIK 0002052933 0.551 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -5.2 pp -5.6 pp -5.8 pp -4.7 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -3.7 pp -2.5 pp -2.6 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.8 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 -0.2 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp +0.0 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.2 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 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 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 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
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.8 pp -0.9 pp -0.7 pp -0.8 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.0 0.0% 0 +0.0 pp -12.1 pp -12.3 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -11.1 pp -11.6 pp -11.4 pp -11.0 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
THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -3.7 pp -3.2 pp -2.6 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -11.2 pp -12.0 pp -11.6 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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 VUG). Qtrs Held counts distinct quarters this fund has actually held VUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VUG position size. Δ columns are the percentage-point change in VUG'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