Signals

XLC

1277 in-universe funds with a nonzero position in XLC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#418
Score / z0.425 / 0.59
Consensus364.56 over 709 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+9% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 5,286.1 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,248.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 930.0 0.1% 5 -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 881.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 759.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 679.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 617.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 581.3 0.7% 4 -0.3 pp +0.6 pp +0.6 pp +0.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 517.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 461.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 426.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 413.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 392.3 4.5% 3 +1.6 pp +2.8 pp +4.5 pp +4.5 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 367.8 13.1% 3 -0.2 pp -0.3 pp +13.1 pp +13.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 327.9 7.6% 3 -0.4 pp -0.5 pp +7.6 pp +7.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 284.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 197.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 192.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 184.1 2.7% 3 -0.1 pp -0.9 pp +2.7 pp +2.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 182.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 181.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 179.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 167.1 0.8% 3 +0.1 pp -0.4 pp +0.8 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 149.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 138.2 1.8% 3 +0.1 pp +0.6 pp +1.8 pp +1.8 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 134.2 4.3% 3 -0.1 pp +0.1 pp +4.3 pp +4.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 124.5 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 115.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 109.7 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 109.1 9.9% 3 +0.4 pp +0.4 pp +9.9 pp +9.9 pp
Main Management LLC CIK 0001583092 0.804 95 106.5 7.7% 3 -0.2 pp -0.1 pp +7.7 pp +7.7 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 101.4 5.3% 3 -0.7 pp -0.9 pp +5.3 pp +5.3 pp
SRB CORP CIK 0001496228 0.790 23 94.3 5.2% 3 -0.3 pp -0.0 pp +5.2 pp +5.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 84.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 84.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 83.7 0.6% 3 -0.0 pp -0.3 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 82.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 80.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 78.9 2.3% 3 +0.0 pp +0.4 pp +2.3 pp +2.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 76.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 73.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 71.2 1.1% 3 -0.1 pp +0.5 pp +1.1 pp +1.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 63.1 1.5% 3 +0.5 pp -0.4 pp +1.5 pp +1.5 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 63.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 62.7 2.0% 3 -0.1 pp -0.6 pp +2.0 pp +2.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 62.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 59.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 57.7 0.6% 3 +0.6 pp +0.4 pp +0.6 pp +0.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 57.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 56.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 56.4 1.5% 3 -0.0 pp +0.3 pp +1.5 pp +1.5 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 56.3 4.1% 3 -0.3 pp -0.3 pp +4.1 pp +4.1 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 54.0 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 53.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 53.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 49.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 48.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 48.0 7.7% 3 -0.1 pp +3.9 pp +7.7 pp +7.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 47.1 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 45.6 1.9% 2 +1.4 pp +1.9 pp +1.9 pp +1.9 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 45.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 44.2 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 43.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 36.0 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 35.2 5.0% 3 -0.1 pp -0.0 pp +5.0 pp +5.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 35.0 1.2% 3 +0.1 pp -0.2 pp +1.2 pp +1.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 31.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 31.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 30.2 1.4% 3 -0.3 pp -0.4 pp +1.4 pp +1.4 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 29.7 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 28.9 2.7% 3 -0.0 pp +0.2 pp +2.7 pp +2.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 27.2 8.6% 3 +0.6 pp -2.5 pp +8.6 pp +8.6 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 26.8 2.0% 3 -1.2 pp +0.4 pp +2.0 pp +2.0 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 26.0 3.6% 3 -0.2 pp -0.1 pp +3.6 pp +3.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 26.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 25.4 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 25.1 0.6% 3 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 24.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 24.2 8.1% 3 -0.9 pp -2.0 pp +8.1 pp +8.1 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 24.1 8.8% 3 -0.1 pp +0.4 pp +8.8 pp +8.8 pp
Trek Financial, LLC CIK 0001768195 0.100 501 24.0 1.4% 3 -0.1 pp -0.5 pp +1.4 pp +1.4 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 23.6 1.9% 3 -0.0 pp +0.0 pp +1.9 pp +1.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 23.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 22.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 22.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 22.8 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 22.5 2.3% 3 -0.8 pp +0.6 pp +2.3 pp +2.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 22.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 21.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 21.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 21.4 5.2% 3 -0.2 pp -0.5 pp +5.2 pp +5.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 20.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 19.9 1.9% 3 -0.3 pp -0.2 pp +1.9 pp +1.9 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 19.3 3.8% 3 -0.2 pp -0.1 pp +3.8 pp +3.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 19.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 18.7 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 18.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Clarity Financial LLC CIK 0001862145 0.368 127 18.1 1.7% 3 -0.2 pp -0.4 pp +1.7 pp +1.7 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 18.0 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 18.0 0.8% 3 -0.3 pp -0.2 pp +0.8 pp +0.8 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 17.4 9.4% 3 +0.5 pp +2.8 pp +9.4 pp +9.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 17.2 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 17.0 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 16.9 4.5% 3 +2.1 pp +2.1 pp +4.5 pp +4.5 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 16.8 1.5% 3 -0.6 pp -2.0 pp +1.5 pp +1.5 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 16.5 1.3% 3 -0.1 pp +0.8 pp +1.3 pp +1.3 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 15.5 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 15.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 15.3 1.4% 3 -0.6 pp +0.1 pp +1.4 pp +1.4 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 15.2 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 14.8 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 14.8 4.6% 3 -2.5 pp +3.5 pp +4.6 pp +4.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 14.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 13.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 13.4 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
PFG Advisors CIK 0001694435 0.248 791 13.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 12.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 12.8 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 12.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 12.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 12.5 2.5% 3 -0.0 pp +0.0 pp +2.5 pp +2.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 12.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 12.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 11.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 11.9 1.8% 1 +1.8 pp +1.0 pp +1.8 pp +1.8 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 11.0 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 10.9 2.5% 3 -0.1 pp +0.0 pp +2.5 pp +2.5 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 10.9 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 10.8 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 10.6 2.5% 3 -0.7 pp -0.8 pp +2.5 pp +2.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.5 1.2% 1 +1.2 pp +0.1 pp +1.2 pp +1.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 10.4 4.2% 3 -0.2 pp -0.1 pp +4.2 pp +4.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 10.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 10.4 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 10.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 10.2 3.9% 3 -0.2 pp -0.2 pp +3.9 pp +3.9 pp
Client First Capital LLC CIK 0001822065 0.803 26 10.2 4.4% 3 -0.1 pp -0.2 pp +4.4 pp +4.4 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 10.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 10.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CIM, LLC CIK 0001364725 0.348 169 9.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 9.8 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 9.8 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 9.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 9.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 9.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 9.4 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 9.2 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 9.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 9.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 8.9 3.5% 3 -0.4 pp -0.4 pp +3.5 pp +3.5 pp
SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 8.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 8.4 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 8.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 8.2 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 8.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.0 0.4% 4 -0.0 pp -0.1 pp +0.0 pp +0.4 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 7.9 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 7.8 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 7.7 0.9% 1 +0.9 pp +0.0 pp +0.9 pp +0.9 pp
Essex LLC CIK 0001889147 0.576 180 7.7 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 7.7 1.5% 5 -0.1 pp -0.1 pp +0.1 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 7.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 7.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 7.5 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 7.3 3.2% 3 -0.8 pp +0.6 pp +3.2 pp +3.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 7.1 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 7.1 0.9% 3 -0.6 pp +0.3 pp +0.9 pp +0.9 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 6.9 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 6.9 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 pp
CX Institutional CIK 0001737089 0.437 1568 6.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 6.4 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 6.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 6.2 1.2% 4 -0.0 pp -0.2 pp -0.2 pp +1.2 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 6.2 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
Roundview Capital LLC CIK 0001476804 0.530 349 6.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 6.0 1.8% 3 -0.2 pp -0.4 pp +1.8 pp +1.8 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 6.0 0.4% 1 +0.4 pp +0.2 pp +0.4 pp +0.4 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 6.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 6.0 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
Bonfire Financial CIK 0001762539 0.560 60 6.0 4.5% 3 +0.0 pp +0.1 pp +4.5 pp +4.5 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 5.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 5.7 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 5.7 1.8% 4 -0.1 pp +0.0 pp +0.2 pp +1.8 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 5.5 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 5.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 5.5 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
Monument Capital Management CIK 0001729428 0.068 262 5.4 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 5.3 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 5.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 5.1 2.4% 3 -0.5 pp -0.3 pp +2.4 pp +2.4 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 5.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 5.0 3.1% 3 -0.5 pp -0.7 pp +3.1 pp +3.1 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 5.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 5.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.0 1.5% 3 +0.2 pp +1.0 pp +1.5 pp +1.5 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 4.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 4.9 6.0% 3 +2.7 pp +1.6 pp +6.0 pp +6.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Terra Nova Asset Management LLC CIK 0001658652 0.114 93 4.9 3.2% 3 +0.1 pp +0.0 pp +3.2 pp +3.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 4.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Simmons Bank CIK 0001674486 0.467 369 4.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Innova Wealth Partners CIK 0001888831 0.101 167 4.7 2.4% 3 -0.3 pp -0.6 pp +2.4 pp +2.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 4.7 3.4% 3 -0.0 pp +0.1 pp +3.4 pp +3.4 pp
Friedenthal Financial CIK 0001598611 0.053 253 4.7 2.4% 3 -0.1 pp +0.0 pp +2.4 pp +2.4 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 4.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 4.6 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 4.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 4.4 1.4% 4 +0.1 pp +0.1 pp +0.2 pp +1.4 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 4.3 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
Matrix Trust Co CIK 0001784277 0.681 101 4.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 4.2 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Attessa Capital LLC CIK 0002020560 0.810 51 4.2 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 4.1 0.4% 3 -0.5 pp -0.6 pp +0.4 pp +0.4 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 4.1 1.8% 3 -0.1 pp +0.1 pp +1.8 pp +1.8 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 4.1 3.0% 3 +0.0 pp -0.5 pp +3.0 pp +3.0 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 4.1 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 4.0 0.9% 3 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.0 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 3.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 3.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 3.8 2.2% 3 +0.0 pp +0.4 pp +2.2 pp +2.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 3.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 3.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 3.6 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Marion Wealth Management CIK 0001911097 0.503 156 3.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 3.5 0.7% 3 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.5 2.6% 3 +0.7 pp +0.0 pp +2.6 pp +2.6 pp
Encompass More Asset Management CIK 0002011218 0.126 270 3.5 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 3.5 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 3.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.4 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.4 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Alphadyne Asset Management LP CIK 0001535943 0.000 204 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 3.3 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 3.3 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.3 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Providence First Trust Co CIK 0001713735 0.116 196 3.3 1.1% 3 +0.6 pp +0.6 pp +1.1 pp +1.1 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 3.3 1.9% 3 +0.3 pp +0.5 pp +1.9 pp +1.9 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.3 0.9% 3 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 3.2 0.2% 3 -0.3 pp -0.5 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 3.1 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 3.1 0.9% 3 -0.3 pp +0.8 pp +0.9 pp +0.9 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.1 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 3.0 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 2.9 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 2.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 2.9 1.2% 3 -0.0 pp +1.0 pp +1.2 pp +1.2 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 2.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 2.8 2.8% 3 -0.0 pp +0.1 pp +2.8 pp +2.8 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 2.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 2.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 2.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 2.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.7 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 2.7 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 2.7 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 2.7 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 2.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Trust Co CIK 0001632554 0.769 908 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 2.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 2.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
BFSG, LLC CIK 0001706836 0.376 765 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 2.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 2.5 1.9% 3 -0.4 pp -0.2 pp +1.9 pp +1.9 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 2.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.4 0.0% 3 -0.0 pp -0.7 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 2.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Realta Investment Advisors CIK 0001776792 0.189 378 2.4 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cypress Capital Group CIK 0001341748 0.370 314 2.4 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boltwood Capital Management CIK 0001563690 0.369 192 2.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 2.3 2.2% 4 -0.2 pp +0.4 pp -1.3 pp +2.2 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 2.3 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Patten Group, Inc. CIK 0001633207 0.286 325 2.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 2.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 2.2 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 2.2 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of Marin CIK 0001801145 0.155 133 2.2 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 2.2 1.3% 3 -0.0 pp +0.7 pp +1.3 pp +1.3 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 2.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 2.1 0.9% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 2.1 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 2.1 2.7% 3 +0.6 pp +1.4 pp +2.7 pp +2.7 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 2.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 2.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 3 -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 0.299 493 2.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Point Windward Advisors Inc. CIK 0001356202 0.195 97 2.0 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 2.0 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KKM Financial LLC CIK 0002001943 0.086 169 2.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 2.0 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 1.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Symmetry Investments LP CIK 0001691919 0.056 112 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 1.9 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 1.8 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
Haverford Trust Co CIK 0000842941 0.805 424 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Constitution Capital LLC CIK 0001845531 0.322 62 1.8 0.9% 3 +0.5 pp +0.6 pp +0.9 pp +0.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 1.8 1.3% 3 -1.0 pp -1.0 pp +1.3 pp +1.3 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 1.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 1.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
10Elms LLP CIK 0002056650 0.266 526 1.7 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 1.6 0.6% 1 +0.6 pp -0.0 pp +0.6 pp +0.6 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 1.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.6 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.5 0.0% 3 +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 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 1.5 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 1.5 0.5% 3 -0.6 pp -0.6 pp +0.5 pp +0.5 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 1.5 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 1.4 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 1.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SHUTTLEWORTH & Co CIK 0002096913 0.174 51 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 1.3 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
Farmers National Bank CIK 0001632966 0.440 180 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 1.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 1.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 1.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 1.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 1.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 4 -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% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 1.0 0.5% 3 -0.4 pp -0.1 pp +0.5 pp +0.5 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.0 0.1% 3 -0.3 pp -0.1 pp +0.1 pp +0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.0 0.7% 3 -0.0 pp -0.4 pp +0.7 pp +0.7 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 1.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SP Asset Management LLC CIK 0001962086 0.687 137 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.646 155 1.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.9 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.9 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.9 0.0% 3 +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 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.9 0.1% 3 -0.3 pp -0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.8 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.8 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
jvl associates llc CIK 0001915765 0.770 79 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 0.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Thompson David Blair CIK 2150492 0.059 212 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.7 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
AmeriServ Wealth Advisors CIK 0001102062 0.598 54 0.7 0.4% 3 +0.0 pp -1.0 pp +0.4 pp +0.4 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.7 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.7 0.1% 3 -6.2 pp -2.9 pp +0.1 pp +0.1 pp
Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Balefire, LLC CIK 0001750924 0.097 475 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.6 0.0% 3 -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 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WT Wealth Management CIK 0001780507 0.246 138 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cercano Management LLC CIK 0001936416 0.054 133 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.5 0.4% 1 +0.4 pp +0.0 pp +0.4 pp +0.4 pp
One Day In July LLC CIK 0001823172 0.854 167 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SWMG, LLC CIK 0001839255 0.473 100 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.5 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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stenger Family Office, LLC CIK 0002056106 0.508 123 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MWA Asset Management CIK 0001903058 0.228 129 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.4 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.4 0.0% 3 -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 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.4 0.1% 1 +0.1 pp -0.3 pp +0.1 pp +0.1 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.4 0.1% 1 +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 0.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.4 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPWM LLC CIK 0001801101 0.514 98 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.3 0.2% 3 -0.3 pp -0.4 pp +0.2 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.3 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.242 305 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 3 +0.0 pp -0.7 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.2 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broadleaf Partners, LLC CIK 0001712686 0.215 86 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
tru Independence LLC CIK 0001785445 0.641 108 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gray Private Wealth, LLC CIK 0001928877 0.838 58 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
eCIO, Inc. CIK 0001830823 0.331 46 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.1 0.0% 3 -0.1 pp -3.1 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Collier Financial CIK 0001902901 0.619 141 0.0 0.0% 2 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Lodge Hill Capital, LLC CIK 0001598245 0.198 27 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 -1.4 pp -1.5 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 0.0 0.0% 0 -1.8 pp -1.7 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 +0.0 pp +0.0 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.0 0.0% 0 -1.4 pp -1.7 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -2.3 pp -2.5 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 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 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -1.3 pp -1.4 pp +0.0 pp +0.0 pp
Orca Investment Management, LLC CIK 0001511229 0.323 60 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 0.0 0.0% 0 -2.8 pp -2.7 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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.0 0.0% 0 -0.6 pp -0.7 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -4.5 pp -5.8 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -0.0 pp -3.3 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.5 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -4.7 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 -0.1 pp -0.1 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
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 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 -0.2 pp -0.1 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
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.4 pp -0.8 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.4 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.7 pp -0.6 pp -0.8 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 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
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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.4 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
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 -10.1 pp -10.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 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
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
GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 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 -0.1 pp +0.0 pp +0.0 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -0.9 pp -1.4 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -7.1 pp -5.6 pp +0.0 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -1.2 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
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -3.9 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 0.0 0.0% 0 -2.6 pp -2.5 pp -2.4 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -3.0 pp -3.3 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.2 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
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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -1.3 pp -0.4 pp +0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.1 pp -0.1 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 XLC). Qtrs Held counts distinct quarters this fund has actually held XLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLC position size. Δ columns are the percentage-point change in XLC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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