Signals

XLB

1151 in-universe funds with a nonzero position in XLB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23553
Score / z0.000 / -0.02
Consensus312.57 over 627 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
PeakShares LLC CIK 0002113507 0.881 122 1,116.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 633.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 378.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 375.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 295.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 273.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 193.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 190.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 151.8 0.6% 5 -0.6 pp -0.1 pp -0.2 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 141.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 138.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 124.1 2.4% 6 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 121.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 113.3 2.5% 2 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 113.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 112.1 0.5% 5 +0.3 pp +0.4 pp +0.3 pp +0.3 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 108.5 3.3% 3 -0.6 pp +0.7 pp +3.3 pp +3.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 105.0 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 103.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 93.1 0.2% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 91.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRB CORP CIK 0001496228 0.790 23 87.9 4.7% 5 -0.6 pp +0.4 pp +0.3 pp +0.2 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 86.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 85.9 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 82.9 0.0% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.4 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 55.2 0.7% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 47.9 0.5% 1 +0.5 pp -0.2 pp -0.1 pp -0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 45.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 45.3 0.0% 7 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 45.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 42.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 41.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 39.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.6 0.0% 5 +0.0 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 30.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 26.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 24.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 24.7 0.9% 2 +0.2 pp +0.9 pp -0.5 pp +0.9 pp
Main Management LLC CIK 0001583092 0.804 95 24.5 1.6% 3 -0.1 pp +0.4 pp +1.6 pp +1.6 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 23.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 22.6 0.5% 2 -0.1 pp +0.5 pp -0.0 pp +0.5 pp
Jain Global LLC CIK 0002024579 0.024 1417 22.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 21.1 0.5% 5 -0.1 pp +0.0 pp +0.0 pp -0.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 20.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 20.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 20.0 0.9% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Passaic Partners LLC CIK 0001905809 0.898 16 19.2 1.8% 1 +1.8 pp -0.2 pp +1.8 pp +1.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 17.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.4 0.0% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 17.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 14.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 14.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 13.9 4.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 13.8 1.2% 5 +0.3 pp -0.1 pp -0.1 pp -0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 13.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 13.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 12.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 12.2 0.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 11.8 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 11.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 11.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 11.3 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) CIK 0000002230 0.528 103 11.0 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.7 0.4% 6 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 9.4 0.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.4 1.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.4 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 9.1 0.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 9.0 0.2% 4 +0.2 pp +0.1 pp -0.1 pp +0.2 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 9.0 1.2% 5 +0.4 pp +0.5 pp +0.4 pp +0.4 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 9.0 0.9% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 9.0 2.7% 5 +0.1 pp -0.7 pp -0.8 pp -0.9 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 8.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 8.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 7.9 2.5% 4 -0.9 pp -0.4 pp +0.1 pp +2.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.8 0.0% 5 +0.0 pp -0.2 pp -0.1 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 7.6 5.3% 5 -0.2 pp +0.5 pp +0.7 pp +0.8 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 7.5 1.2% 2 -2.2 pp +1.2 pp +1.2 pp +1.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 7.5 1.1% 2 -4.7 pp +1.1 pp +1.1 pp +1.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 7.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 7.3 1.3% 7 +1.3 pp +1.3 pp -1.2 pp -1.3 pp
Clarity Financial LLC CIK 0001862145 0.368 127 7.2 0.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 7.2 0.9% 5 -0.6 pp -0.4 pp -0.5 pp -0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 6.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.5 0.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 6.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 6.1 0.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 6.1 0.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 6.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 6.0 2.8% 5 -0.0 pp -0.1 pp +0.3 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 5.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 5.5 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 5.2 6.1% 4 -1.0 pp +0.1 pp +2.8 pp +6.1 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 5.1 1.3% 4 -0.3 pp +1.2 pp +1.2 pp +1.3 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 4.8 2.2% 5 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 4.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.5 2.4% 6 -0.3 pp -0.0 pp +2.0 pp +2.0 pp
Curat Global, LLC CIK 0002063003 0.123 251 4.4 3.6% 5 +3.0 pp +3.1 pp +3.1 pp +3.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 4.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 4.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 4.1 0.8% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 4.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 4.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 3.9 1.2% 5 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 3.7 1.5% 4 -0.1 pp -0.2 pp -0.5 pp +1.5 pp
Centric Wealth Management CIK 0001752761 0.252 209 3.7 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 3.6 2.4% 5 -0.1 pp -0.2 pp +0.9 pp +0.6 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.6 0.2% 3 -0.2 pp +0.1 pp +0.2 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.5 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.4 0.1% 3 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 3.4 0.9% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 3.3 1.3% 4 -0.0 pp +0.2 pp +0.3 pp +1.3 pp
DRW Securities, LLC CIK 0001481986 0.026 811 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Artesa Financial Group, LLC CIK 0002109808 0.357 62 3.2 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.2 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Risk Paradigm Group, LLC CIK 0001569886 0.224 57 3.1 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 3.1 2.4% 5 -2.4 pp -0.5 pp -0.4 pp -0.3 pp
Orca Investment Management, LLC CIK 0001511229 0.323 60 3.0 2.2% 5 +1.3 pp +1.5 pp +1.5 pp +1.4 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 3.0 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 5 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 2.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.9 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 2.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 2.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.9 0.9% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 2.8 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 2.8 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ES4, LLC CIK 0002095578 0.524 32 2.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paller Financial Services Inc CIK 0002095931 0.156 44 2.7 2.0% 2 +1.1 pp +2.0 pp +2.0 pp +2.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 2.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 2.5 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 2.5 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 2.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 2.4 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 2.4 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 2.4 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 2.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 2.2 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 2.2 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 2.2 0.9% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 2.2 0.7% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 2.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 2.1 1.0% 5 +0.2 pp -0.0 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 2.1 1.1% 4 -0.2 pp -0.2 pp +0.0 pp +1.1 pp
Retireful, LLC CIK 0001919176 0.005 81 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 2.0 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 2.0 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 2.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.0 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 1.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.9 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.9 0.0% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 5 -0.0 pp -0.4 pp -0.4 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 1.8 2.3% 3 +0.1 pp -0.4 pp +2.3 pp +2.3 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 1.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 1.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New Hampshire CIK 0001870761 0.280 537 1.6 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.6 0.6% 4 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.6 0.2% 5 -0.2 pp +0.1 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 1.6 0.1% 1 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.6 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.5 0.8% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
Busey Bank CIK 0001427202 0.741 388 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WP Advisors, LLC CIK 0001697796 0.593 119 1.5 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 1.5 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 1.5 0.1% 5 -0.0 pp -0.4 pp -0.0 pp -0.0 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 1.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 1.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 1.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 1.3 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.3 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Luminist Capital LLC CIK 0001807270 0.130 418 1.3 1.5% 5 +0.3 pp +0.3 pp +0.7 pp +1.4 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 1.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
RCW Management, LLC CIK 0002104402 0.332 68 1.3 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 1.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.3 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 1.2 0.8% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 1.2 0.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 1.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 1.2 0.5% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 1.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.2 0.4% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 1.1 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.1 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Capital Management, LLC CIK 0002030667 0.242 167 1.1 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
10Elms LLP CIK 0002056650 0.266 526 1.1 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.359 84 1.1 0.8% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
AmeriServ Wealth Advisors CIK 0001102062 0.597 54 1.1 0.7% 5 -0.1 pp +0.0 pp +0.1 pp -0.5 pp
Community Bank, N.A. CIK 0001632187 0.503 530 1.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.0 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 1.0 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Boltwood Capital Management CIK 0001563690 0.369 192 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 1.0 0.2% 5 -2.5 pp -2.3 pp -2.8 pp +0.1 pp
TICINO WEALTH CIK 0002105416 0.168 135 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.9 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.9 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 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.9 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Peoples Bank/KS CIK 0001998269 0.180 98 0.8 0.8% 5 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wall Capital Group, Inc. CIK 0001699803 0.375 30 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.8 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.8 0.2% 5 -0.0 pp -1.0 pp -1.1 pp -1.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.8 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Markin Asset Management, LP CIK 0002110806 0.342 47 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp -0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of Marin CIK 0001801145 0.155 133 0.7 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.7 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finivi Inc. CIK 0002101641 0.183 111 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Trust Co CIK 0001632554 0.769 908 0.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.6 0.4% 5 -0.5 pp -0.4 pp -0.5 pp -0.6 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.6 0.1% 5 -0.8 pp -0.5 pp -1.0 pp -1.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
January Capital Advisors LLC CIK 0001855967 0.065 55 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.6 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.6 0.2% 5 -0.0 pp +0.0 pp -0.4 pp -0.4 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 0.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.5 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.5 0.2% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.5 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 2 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.4 0.0% 2 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 0.4 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.4 0.3% 1 +0.3 pp -0.0 pp -0.0 pp -0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.4 0.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFE Investment Counsel CIK 0001317784 0.355 149 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 3 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.3 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vilga Financial Planning LLC CIK 2083456 0.364 93 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.645 155 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Tannin Capital LLC CIK 0002110834 0.151 169 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.2 0.1% 2 -2.6 pp +0.1 pp +0.1 pp +0.1 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
V2 Financial group LLC CIK 0002022843 0.490 123 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 0.2 0.1% 2 -1.0 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.1 0.0% 2 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.1 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 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.1 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Axiom Investment Management LLC CIK 0001513703 0.093 528 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VVR Holdings LLC CIK 0002070884 0.604 38 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.7 pp -0.4 pp -0.4 pp -0.4 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 -1.6 pp -1.8 pp -2.2 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 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 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 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
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Galaxy Digital Inc. (GLXY) CIK 0001859392 0.743 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.5 pp -0.1 pp -0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 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 -0.1 pp -0.1 pp -0.1 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.3 pp +0.0 pp -0.4 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.5 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.2 pp -0.5 pp -0.4 pp -0.5 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.9 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iyo Bank, Ltd. CIK 0001890435 0.442 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 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 -0.0 pp -0.0 pp -0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.6 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NCP Inc. CIK 0002023709 0.376 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blue Door Asset Management, LLC CIK 0001909147 0.210 18 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.0 0.0% 0 +0.0 pp -0.3 pp -0.0 pp -0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.3 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp -0.9 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
L & S Advisors Inc CIK 0001392364 0.047 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 +0.0 pp -0.3 pp -0.6 pp -0.6 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.4 pp -0.0 pp +0.0 pp +0.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 -0.0 pp
Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
FIFTH LANE CAPITAL, LP CIK 0001858558 0.000 5 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
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
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Condire Management, LP CIK 0001847739 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 0.0 0.0% 0 -0.1 pp -0.7 pp -0.7 pp -0.7 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hartree Partners, LP CIK 0001597857 0.130 112 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 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 XLB). Qtrs Held counts distinct quarters this fund has actually held XLB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLB position size. Δ columns are the percentage-point change in XLB'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