Signals

← Signals

☆AKRE

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

Flow ranking

Rank#24523
Score / z-0.131 / -0.17
Consensus129.04 over 220 funds
Momentumno 12m return

Price & positioning

191 cached closes, trailing year
Drawdownno history
Short interest-4% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 403.4 1.8% 3 -1.6 pp -3.8 pp +1.8 pp +1.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 87.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 80.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 71.7 1.1% 3 +0.4 pp -1.6 pp +1.1 pp +1.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 68.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 52.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 49.1 1.0% 3 -2.6 pp -7.3 pp +1.0 pp +1.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 49.0 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 42.5 8.7% 3 -0.1 pp -1.8 pp +8.7 pp +8.7 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 36.3 10.2% 3 -1.2 pp -3.5 pp +10.2 pp +10.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 29.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 26.4 0.0% 3 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 23.2 6.4% 3 -2.5 pp -4.9 pp +6.4 pp +6.4 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 21.4 4.4% 3 -1.5 pp -3.8 pp +4.4 pp +4.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 19.7 2.8% 3 -0.4 pp -4.1 pp +2.8 pp +2.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 18.2 2.4% 3 -0.3 pp -0.8 pp +2.4 pp +2.4 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 15.5 8.7% 3 +0.9 pp -1.7 pp +8.7 pp +8.7 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 14.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 14.8 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.1 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 11.3 1.1% 3 -0.7 pp -0.1 pp +1.1 pp +1.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 11.1 0.5% 3 +0.2 pp +0.0 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 10.2 5.9% 2 -4.3 pp +5.9 pp +5.9 pp +5.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.0 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 10.0 0.8% 3 -0.2 pp -0.6 pp +0.8 pp +0.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.8 0.3% 3 -0.4 pp -0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 8.3 1.7% 3 -0.1 pp -0.5 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 7.4 4.6% 3 -1.1 pp -7.8 pp +4.6 pp +4.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 7.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 6.9 2.7% 3 -0.6 pp -5.7 pp +2.7 pp +2.7 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.7 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 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.3 0.3% 3 -0.5 pp -1.5 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.6 0.5% 3 -0.3 pp -0.6 pp +0.5 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 4.6 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 4.3 1.6% 3 -1.4 pp -1.4 pp +1.6 pp +1.6 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 4.1 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 3.9 0.6% 3 -0.5 pp -1.2 pp +0.6 pp +0.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.7 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.4 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 3.4 0.5% 3 -0.1 pp -0.6 pp +0.5 pp +0.5 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 2.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 2.8 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.7 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 2.7 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 2.6 0.8% 3 -0.2 pp -0.5 pp +0.8 pp +0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 2.4 0.8% 3 -1.4 pp -2.3 pp +0.8 pp +0.8 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 2.4 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.3 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 2.3 0.5% 3 -0.2 pp -1.5 pp +0.5 pp +0.5 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 2.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 2.1 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 2.1 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 2.0 0.4% 3 -0.1 pp -0.6 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Triad Investment Management CIK 0001615717 0.117 34 1.9 2.1% 2 +1.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Karras Company, Inc. CIK 0002109847 0.393 61 1.9 1.8% 2 -1.3 pp +1.8 pp +1.8 pp +1.8 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 1.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.9 0.6% 3 -1.5 pp -3.6 pp +0.6 pp +0.6 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 1.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 1.5 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.4 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.4 0.9% 3 -0.2 pp -0.4 pp +0.9 pp +0.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.3 0.1% 1 +0.1 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 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.3 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 1.3 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 3 -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 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.1 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.1 0.1% 3 -0.2 pp -0.8 pp +0.1 pp +0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.8 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.8 0.2% 3 -1.1 pp -1.4 pp +0.2 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.8 0.3% 3 -0.2 pp -0.6 pp +0.3 pp +0.3 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.8 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.8 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.7 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockbridge Asset Management LLC CIK 0002056320 0.670 30 0.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.5 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.4 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.4 0.0% 3 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.4 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 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elevation Advisory Partners LLC CIK 0002124354 0.218 48 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.4 0.0% 3 -0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Care LLC CIK 0002120450 0.479 73 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆East Coast Asset Management, LLC. CIK 0001579254 0.762 67 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.2 0.1% 3 -0.1 pp -1.2 pp +0.1 pp +0.1 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.2 0.1% 3 -0.0 pp -2.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.1 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midway Capital Research & Management CIK 0002115416 0.312 114 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.1 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 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% 1 +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
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 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
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.0 0.0% 0 -3.2 pp -4.5 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.0 0.0% 0 -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% 0 -0.1 pp -0.8 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.0 0.0% 0 -3.5 pp -7.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.0 0.0% 0 -0.7 pp -0.9 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.0 0.0% 0 -0.1 pp -3.5 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ayrshire Capital Management LLC CIK 0001801563 0.148 50 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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 AKRE). Qtrs Held counts distinct quarters this fund has actually held AKRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AKRE position size. Δ columns are the percentage-point change in AKRE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status