Signals

XLP

1251 in-universe funds with a nonzero position in XLP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23192
Score / z0.000 / -0.00
Consensus330.94 over 668 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 2,085.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 976.6 0.1% 2 +0.0 pp +0.1 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 780.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 762.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 688.7 0.3% 4 +0.2 pp +0.1 pp -0.0 pp +0.3 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 511.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 489.6 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 400.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 395.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 362.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 360.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 324.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 319.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 278.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 269.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 260.1 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 223.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 203.5 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 148.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 129.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 126.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 123.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 115.7 1.5% 2 +1.3 pp +1.5 pp +1.5 pp +1.5 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 114.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 102.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 95.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 91.0 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
NATIXIS CIK 0001274981 0.561 1107 82.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 82.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 82.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 80.2 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Saudi Central Bank CIK 0001918181 0.602 505 75.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 70.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 61.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 60.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 56.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 53.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 50.1 4.6% 2 -0.5 pp +4.6 pp +4.6 pp +4.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 46.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 42.4 7.5% 2 +2.7 pp +7.5 pp +7.5 pp +7.5 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 36.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 35.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 34.2 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 34.0 6.9% 2 -0.8 pp +6.9 pp +6.9 pp +6.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 33.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 32.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 31.8 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 31.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 30.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 29.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 29.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 29.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 27.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 26.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 26.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 19.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Trek Financial, LLC CIK 0001768195 0.100 501 19.1 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 18.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Passaic Partners LLC CIK 0001905809 0.898 16 18.4 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 17.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 16.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 16.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 16.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 16.3 3.8% 2 -0.9 pp +3.8 pp +3.8 pp +3.8 pp
Clarity Financial LLC CIK 0001862145 0.368 127 15.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 15.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 14.5 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 13.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 13.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 12.7 2.4% 4 -0.2 pp -0.4 pp -0.2 pp +2.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 12.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MATAURO, LLC CIK 0002052964 0.684 158 11.7 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 11.3 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 11.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 10.5 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 10.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 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 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 10.1 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 10.1 3.8% 2 -0.5 pp +3.8 pp +3.8 pp +3.8 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 10.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 9.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 9.7 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 9.7 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 9.6 5.2% 2 -0.8 pp +5.2 pp +5.2 pp +5.2 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 9.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valence8 US LP CIK 0001943819 0.533 15 9.1 3.1% 2 -1.1 pp +3.1 pp +3.1 pp +3.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 9.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 8.8 3.2% 2 -1.1 pp +3.2 pp +3.2 pp +3.2 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lodge Hill Capital, LLC CIK 0001598245 0.198 27 8.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 8.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
KWMG, LLC CIK 0001633024 0.515 153 8.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 8.0 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 7.9 2.4% 2 -1.2 pp +2.4 pp +2.4 pp +2.4 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 7.8 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 7.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 7.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 7.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 7.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Spire Wealth Management CIK 0001858740 0.515 2226 7.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 7.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WT Wealth Management CIK 0001780507 0.246 138 6.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 6.3 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 6.0 1.2% 2 -1.5 pp +1.2 pp +1.2 pp +1.2 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
One Wealth Map LLC CIK 0001802635 0.488 90 5.9 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 5.8 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 5.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 5.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 5.3 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.3 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 5.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
FMR LLC CIK 0000315066 0.989 5571 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Systelligence, LLC CIK 0001882691 0.094 62 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.1 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 5.1 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Sage Capital Management, LLC CIK 0002030667 0.242 167 5.0 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 4.9 0.6% 4 -0.1 pp +0.5 pp +0.2 pp +0.6 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 4.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Triumph Capital Management CIK 0001730765 0.195 1861 4.9 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
FCA CORP /TX CIK 0001166402 0.236 203 4.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Destination Wealth Management CIK 0001278573 0.701 325 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 4.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
SRB CORP CIK 0001496228 0.790 23 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 4.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Atom Investors LP CIK 0001738902 0.004 818 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 4.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 4.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 4.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 4.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 4.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 4.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CX Institutional CIK 0001737089 0.437 1568 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 4.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 3.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 3.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Simmons Bank CIK 0001674486 0.467 369 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 3.7 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Providence First Trust Co CIK 0001713735 0.116 196 3.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 3.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 3.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 3.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dash Acquisitions Inc. CIK 0001745885 0.649 72 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 3.2 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.1 0.9% 2 -0.7 pp +0.9 pp +0.9 pp +0.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 3.0 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 3.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 2.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 2.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
III Capital Management CIK 0001783139 0.455 48 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 2.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 2.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
AlphaQuest LLC CIK 0001883897 0.000 0 2.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 2.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 2.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 2.5 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 2.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 0.0% 2 -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 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 2.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 2.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 2.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Essex LLC CIK 0001889147 0.576 180 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 2.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 2.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 2.3 0.9% 3 -0.2 pp +0.1 pp +0.9 pp +0.9 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 2.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 2.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.2 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 2.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.359 84 2.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Addison Advisors LLC CIK 0001843745 0.131 707 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DRW Securities, LLC CIK 0001481986 0.026 811 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 2.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
SHARPEPOINT LLC CIK 0002046822 0.139 89 2.0 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 2.0 1.2% 2 -2.9 pp +1.2 pp +1.2 pp +1.2 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 2.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 2.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 2.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 2.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 1.9 0.9% 2 -1.1 pp +0.9 pp +0.9 pp +0.9 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 1.9 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Helium Advisors LLC CIK 0002056653 0.215 107 1.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.9 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ledyard National Bank CIK 0001310658 0.559 255 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 1.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 1.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
JBGlobal.com LLC CIK 0002051348 0.701 32 1.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
111 Capital CIK 0002060412 0.025 488 1.7 0.3% 3 -0.0 pp -2.0 pp +0.3 pp +0.3 pp
STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 1.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
FIL Ltd CIK 0000318989 0.878 1140 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 1.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 1.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 1.5 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Bank of Marin CIK 0001801145 0.155 133 1.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 1.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Trust Co CIK 0001632554 0.769 908 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 1.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
V2 Financial group LLC CIK 0002022843 0.490 123 1.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 1.3 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
BFSG, LLC CIK 0001706836 0.376 765 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boltwood Capital Management CIK 0001563690 0.369 192 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Curat Global, LLC CIK 0002063003 0.123 251 1.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 1.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 1.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 1.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
10Elms LLP CIK 0002056650 0.266 526 1.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Sequent Planning LLC CIK 0002009724 0.204 269 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 1.1 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RDA Financial Network CIK 0001774086 0.257 284 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
PEAK6 LLC CIK 0001389958 0.149 850 1.0 0.0% 1 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PFG Advisors CIK 0001694435 0.248 791 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 3 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.9 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.8 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.8 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.8 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.8 0.0% 2 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.7 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narwhal Capital Management CIK 0001461287 0.675 155 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.645 155 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.6 0.2% 2 -1.5 pp +0.2 pp +0.2 pp +0.2 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Constitution Capital LLC CIK 0001845531 0.322 62 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 0.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KG Capital Management CIK 0001771687 0.158 142 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fjell Capital, LLC CIK 0002053350 0.309 66 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SL ADVISORS, LLC CIK 0001680365 0.505 32 0.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Peoples Bank/KS CIK 0001998269 0.180 98 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.3 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iyo Bank, Ltd. CIK 0001890435 0.442 32 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.3 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HT Partners LLC CIK 0001552999 0.865 53 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Friday Financial CIK 0002048792 0.653 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.3 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPWM LLC CIK 0001801101 0.514 98 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.2 0.1% 4 -0.4 pp -0.0 pp -0.0 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auour Investments LLC CIK 0001789310 0.580 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
River Street Advisors LLC CIK 0001964897 0.314 177 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 2 -1.0 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
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 -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% 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% 2 -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
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 2 -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
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -0.0 pp +0.0 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
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.1 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
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.0 0.0% 0 -0.8 pp +0.0 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
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 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
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.0 0.0% 0 -0.3 pp +0.0 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
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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 +0.0 pp +0.0 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -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% 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 -0.1 pp -0.3 pp -0.6 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
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 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
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
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -1.3 pp -0.8 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.0 0.0% 0 -0.2 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
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just XLP). Qtrs Held counts distinct quarters this fund has actually held XLP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLP position size. Δ columns are the percentage-point change in XLP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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