Signals

← Signals

☆AOA

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

Flow ranking

Rank#1318
Score / z0.026 / 0.01
Consensus153.51 over 288 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 59.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 23.8 9.6% 5 +0.6 pp +0.7 pp +2.1 pp +1.2 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 21.8 2.5% 5 -0.0 pp +0.3 pp +0.6 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 19.7 0.2% 5 +0.0 pp -0.0 pp +0.0 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 18.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 14.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 12.2 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 10.5 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 10.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 10.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 8.8 0.3% 6 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.1 0.2% 5 +0.2 pp -0.0 pp -0.0 pp -1.1 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 8.0 2.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.1 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 6.0 1.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 5.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.6 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 5.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 4.9 2.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 4.9 1.7% 4 +0.7 pp +0.5 pp +1.6 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.9 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 3.7 0.8% 5 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 3.4 1.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 3.1 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 3.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 2.8 1.5% 1 +1.5 pp -0.3 pp +0.2 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Somnio Financial Group, LLC CIK 0002034894 0.874 14 2.6 1.5% 4 +0.0 pp +0.0 pp +0.1 pp +1.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.3 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 2.2 0.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.1 0.1% 5 -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 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 2.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 2.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.9 0.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners Retirement Plan Advisors LLC CIK 0002128338 0.503 34 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 1.6 0.9% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 1.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.6 0.2% 5 +0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 1.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 1.5 0.5% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 1.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 1.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 1.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.3 0.5% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.2 0.3% 5 +0.0 pp -0.1 pp +0.1 pp -0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.2 0.2% 5 -0.0 pp -0.1 pp -0.7 pp -0.8 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 1.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.1 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 1.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 1.1 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clearview Wealth Management LLC CIK 0001857588 0.563 62 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.9 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.8 0.4% 5 -0.1 pp -0.4 pp -0.5 pp -0.4 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 0.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.7 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.7 0.2% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.7 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vertrix Wealth Management, LLC CIK 0002118328 0.155 103 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.5 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.5 0.2% 5 +0.0 pp -0.5 pp -0.6 pp -0.5 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 5 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.4 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.6 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.3 0.1% 5 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.0% 4 +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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Markin Asset Management, LP CIK 0002110806 0.342 47 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calder Financial LLC CIK 0002106810 0.520 43 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TL Private Wealth CIK 0001802868 0.876 54 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 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 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 5 -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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.1 0.0% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SFAM, LLC CIK 0001713286 0.679 262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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 -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +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% 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
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -3.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 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
☆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
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 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 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 +0.0 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
☆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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 AOA). Qtrs Held counts distinct quarters this fund has actually held AOA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AOA position size. Δ columns are the percentage-point change in AOA'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