Signals

← Signals

☆CGDV

807 in-universe funds with a nonzero position in CGDV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#73
Score / z3.074 / 2.77
Consensus279.54 over 567 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,056.5 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 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 1,113.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,099.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 974.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 884.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 810.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 781.0 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 762.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 572.9 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 562.3 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 494.9 8.3% 4 +1.3 pp +1.7 pp +5.4 pp +8.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 433.6 16.4% 4 -2.2 pp -1.5 pp -5.4 pp +16.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 402.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 395.9 0.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 318.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 260.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 257.1 10.0% 4 -0.5 pp -1.3 pp -1.4 pp +10.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 249.2 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 240.0 24.3% 4 +16.6 pp +16.3 pp +12.3 pp +24.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 181.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 159.6 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 154.8 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 140.3 2.4% 4 +0.2 pp +0.4 pp +0.4 pp +2.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 112.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 102.0 3.9% 4 -0.2 pp -0.1 pp -0.1 pp +3.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 99.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 89.7 11.1% 4 -0.1 pp +0.3 pp +0.5 pp +11.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 89.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 83.2 0.5% 4 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 83.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 81.4 6.3% 3 +0.1 pp -0.8 pp +6.3 pp +6.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 81.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 79.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 78.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 76.3 0.6% 4 -0.0 pp -0.1 pp +0.4 pp +0.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 74.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 71.5 0.8% 4 +0.3 pp +0.3 pp +0.4 pp +0.8 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 61.9 13.9% 4 +0.0 pp +9.3 pp +9.3 pp +13.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 61.7 0.5% 4 -0.2 pp +0.0 pp +0.1 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 60.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 55.5 1.1% 4 +0.0 pp +0.1 pp +0.3 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 55.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 53.4 3.4% 4 -0.0 pp +0.1 pp +0.4 pp +3.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 53.0 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 49.7 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 47.8 1.8% 5 -0.3 pp -0.5 pp -0.0 pp +0.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 46.5 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 46.1 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 45.8 5.6% 4 +0.1 pp +0.5 pp +0.2 pp +5.6 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 45.1 28.3% 4 +0.2 pp +0.8 pp +0.7 pp +28.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 43.4 4.9% 4 -1.7 pp -1.4 pp -1.6 pp +4.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 42.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 42.1 15.6% 2 -0.9 pp +15.6 pp +15.6 pp +15.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 41.1 2.0% 4 +0.3 pp +0.1 pp -0.7 pp +2.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 40.7 3.9% 4 -0.2 pp -0.1 pp -0.6 pp +3.9 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 40.5 11.2% 3 +0.2 pp +9.2 pp +11.2 pp +11.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 40.5 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 39.8 1.2% 4 -0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 39.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 36.5 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 36.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 34.2 1.6% 4 -0.1 pp +0.6 pp +0.6 pp +1.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 34.2 4.8% 4 -1.3 pp -1.2 pp -1.0 pp +4.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 32.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 31.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 30.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 30.2 9.7% 4 -0.1 pp +0.1 pp +0.2 pp +9.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 29.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 28.2 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 28.0 1.1% 3 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 27.6 9.7% 4 -1.3 pp -1.1 pp -1.6 pp +9.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.5 0.2% 6 +0.0 pp +0.0 pp +0.2 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 27.5 7.0% 3 +5.3 pp +5.8 pp +7.0 pp +7.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 27.5 2.0% 3 +0.2 pp +0.3 pp +2.0 pp +2.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 27.0 9.2% 4 -0.0 pp +0.2 pp +0.1 pp +9.2 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 27.0 11.9% 4 -0.2 pp +0.6 pp +1.8 pp +11.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 26.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 26.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 26.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 26.2 2.8% 4 +0.1 pp +0.8 pp +1.0 pp +2.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.0 0.3% 4 -0.0 pp -0.1 pp -0.5 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 23.8 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 23.7 5.7% 4 -0.4 pp -0.0 pp +2.6 pp +5.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 23.6 1.4% 4 -0.3 pp -0.4 pp -0.4 pp +1.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 23.4 1.4% 4 +0.1 pp +0.4 pp +0.5 pp +1.4 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 23.2 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 23.0 2.7% 4 +1.3 pp +0.3 pp +0.4 pp +2.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 22.9 0.7% 6 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 22.8 3.0% 4 -0.2 pp -0.3 pp -0.3 pp +3.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.3 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 21.9 2.4% 4 -0.2 pp +1.3 pp +2.1 pp +2.4 pp
☆KWB Wealth CIK 0001822236 0.452 169 21.8 2.2% 4 +0.1 pp +0.8 pp +1.3 pp +2.2 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 21.6 10.8% 4 +2.5 pp -0.3 pp -0.5 pp +10.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 21.3 0.5% 4 -0.4 pp -0.4 pp -0.1 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.8 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 20.3 5.6% 5 -0.3 pp -0.1 pp +0.3 pp +0.5 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 20.2 16.1% 4 -0.1 pp +0.4 pp +2.9 pp +16.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 19.8 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.5 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 19.3 12.7% 4 +0.4 pp +0.7 pp +1.8 pp +12.7 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 19.2 8.2% 3 +0.4 pp +0.6 pp +8.2 pp +8.2 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 19.2 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 19.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 18.7 1.7% 4 +1.4 pp +1.5 pp +1.5 pp +1.7 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 18.7 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 18.6 5.7% 4 +1.3 pp +2.8 pp +4.5 pp +5.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 18.4 1.3% 4 +0.0 pp +0.2 pp +0.4 pp +1.3 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 18.2 12.4% 4 -0.3 pp -0.9 pp -0.9 pp +12.4 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 18.2 4.1% 4 -0.1 pp +0.2 pp +0.1 pp +4.1 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 18.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 17.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 17.8 0.6% 5 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 17.8 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 17.5 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 17.4 8.1% 4 +0.4 pp +1.5 pp +2.2 pp +8.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 17.3 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Carter Financial, LLC CIK 0002115533 0.799 33 16.9 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 16.8 2.1% 4 -0.1 pp -0.4 pp -0.6 pp +2.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 16.7 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 16.6 0.6% 4 +0.2 pp +0.4 pp +0.1 pp +0.6 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 16.5 13.4% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 16.3 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 15.7 6.4% 2 +0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 15.7 1.2% 4 -0.1 pp -0.1 pp -0.0 pp +1.2 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 15.7 4.9% 4 +0.1 pp -0.9 pp -1.8 pp +4.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 15.5 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 15.4 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 15.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 15.2 4.5% 4 -0.9 pp -0.8 pp -0.8 pp +4.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.2 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 14.7 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 14.4 2.1% 3 -0.0 pp +0.5 pp +2.1 pp +2.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 14.3 5.7% 4 -0.2 pp -0.2 pp -0.2 pp +5.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 14.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 14.2 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 14.1 8.8% 5 -0.1 pp -0.5 pp -0.3 pp -1.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 14.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 13.9 8.3% 4 -0.0 pp +0.4 pp -0.7 pp +8.3 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 13.9 9.2% 4 +0.4 pp +0.5 pp +0.6 pp +9.2 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 13.6 4.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 13.0 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 12.8 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.6 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 12.6 5.3% 4 -0.5 pp -0.2 pp +0.4 pp +5.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.5 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 12.5 0.7% 4 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 12.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 12.0 5.1% 3 +0.0 pp +1.0 pp +5.1 pp +5.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 11.9 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 11.8 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 11.7 6.6% 4 -0.2 pp -0.1 pp -0.9 pp +6.6 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 11.7 2.9% 4 +0.4 pp +0.7 pp +1.3 pp +2.9 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 11.7 7.4% 4 +0.2 pp +0.4 pp +0.6 pp +7.4 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 11.7 3.4% 4 -0.1 pp +0.0 pp -0.2 pp +3.4 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 11.5 5.5% 4 -3.7 pp -4.5 pp -5.8 pp +5.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 11.5 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 11.4 0.9% 4 +0.1 pp +0.3 pp +0.7 pp +0.9 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 11.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 11.4 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 11.2 1.5% 4 +0.1 pp +0.3 pp +0.8 pp +1.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 11.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.0 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 10.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Keenan, LLC CIK 0002111703 0.676 45 10.8 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 10.7 7.8% 4 -0.1 pp -0.4 pp -0.5 pp +7.8 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 10.6 3.0% 4 +0.8 pp +1.5 pp +1.8 pp +3.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 10.5 2.4% 4 -0.1 pp -0.0 pp -0.1 pp +2.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 10.4 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 10.2 2.0% 4 -0.3 pp -0.2 pp -0.2 pp +2.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.2 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 10.2 4.6% 4 +0.1 pp +0.5 pp +0.6 pp +4.6 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 10.1 5.1% 4 -0.0 pp +0.1 pp +0.1 pp +5.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 10.1 4.4% 4 -0.3 pp +0.7 pp +0.7 pp +4.4 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 10.1 3.0% 2 +2.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 9.9 2.2% 4 -0.0 pp -0.0 pp +0.2 pp +2.2 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 9.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 9.9 3.5% 3 +0.5 pp +1.5 pp +3.5 pp +3.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 9.8 0.5% 4 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 9.6 4.0% 4 -0.0 pp -0.1 pp -0.6 pp +4.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 9.6 7.3% 4 +0.6 pp +0.8 pp +6.7 pp +7.3 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 9.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 9.5 5.9% 2 +0.8 pp +5.9 pp +5.9 pp +5.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CLG LLC CIK 0002059872 0.428 156 9.2 2.3% 5 -0.9 pp -0.1 pp -0.9 pp +1.2 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 9.2 3.3% 3 +1.6 pp +1.9 pp +3.3 pp +3.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 8.9 7.5% 4 +1.5 pp +1.7 pp -0.8 pp +7.5 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 8.9 4.4% 4 +0.3 pp +0.4 pp +0.5 pp +4.4 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 8.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 8.7 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 8.7 1.0% 4 +0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 8.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 8.6 1.9% 2 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 8.6 0.6% 1 +0.6 pp -0.3 pp -0.3 pp +0.6 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 8.3 1.3% 4 -0.2 pp -0.2 pp -0.2 pp +1.3 pp
☆EWA, LLC CIK 0001835252 0.457 332 8.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.2 0.4% 4 +0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 8.1 3.0% 4 +0.2 pp +0.6 pp +0.5 pp +3.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 8.1 1.3% 4 +0.0 pp +0.1 pp +0.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 7.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 7.5 0.8% 4 -0.2 pp -0.1 pp +0.1 pp +0.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 7.2 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 7.1 0.5% 4 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 6.9 3.3% 3 -0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 6.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 6.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 6.7 2.2% 4 +1.5 pp +1.6 pp +1.7 pp +2.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 6.5 1.7% 4 +0.1 pp +0.2 pp +0.9 pp +1.7 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 6.5 2.3% 4 +0.1 pp +0.2 pp +0.2 pp +2.3 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 6.5 4.2% 3 +0.1 pp +0.6 pp +4.2 pp +4.2 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 6.5 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 6.5 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 6.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 6.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 6.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 6.1 0.8% 4 +0.0 pp +0.3 pp +0.4 pp +0.8 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 6.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 6.1 1.7% 4 -0.3 pp -0.1 pp +0.1 pp +1.7 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 6.1 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.0 0.2% 4 -0.0 pp -0.1 pp -0.3 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.0 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 6.0 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 5.9 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 5.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 5.9 3.9% 4 -0.0 pp +0.2 pp -0.1 pp +3.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 5.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Steffes Financial, Ltd. CIK 0002110878 0.864 36 5.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 5.7 4.1% 5 -0.0 pp +0.5 pp +1.1 pp +3.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 5.7 1.7% 4 -0.1 pp -0.1 pp +0.0 pp +1.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Balentine LLC CIK 0001586678 0.932 243 5.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 5.6 2.2% 4 +0.0 pp -0.1 pp -0.1 pp +2.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.6 1.3% 4 +0.1 pp +0.5 pp +0.5 pp +1.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 5.5 2.9% 4 +0.1 pp +0.3 pp +0.3 pp +2.9 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 5.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 5.5 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bravera Wealth CIK 0002126773 0.454 352 5.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 5.3 0.9% 4 -0.4 pp -1.9 pp -2.0 pp +0.9 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 5.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Expressive Wealth LLC CIK 0002026980 0.120 133 5.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 5.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 5.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 5.0 3.4% 4 +0.2 pp +0.3 pp +0.4 pp +3.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.0 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 4.9 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.8 0.5% 4 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 4.7 2.3% 4 -0.1 pp -0.0 pp -0.5 pp +2.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 4.7 2.1% 4 -1.0 pp -0.9 pp -0.6 pp +2.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 4.6 3.0% 4 +0.1 pp +1.2 pp +2.4 pp +3.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 4.5 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.5 0.6% 4 -0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.4 2.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 4.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.3 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 4.3 2.6% 3 -0.6 pp -0.6 pp +2.6 pp +2.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.3 1.2% 4 +0.0 pp +0.0 pp -0.3 pp +1.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 4.1 2.6% 4 +0.1 pp +0.1 pp +0.3 pp +2.6 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 4.0 2.2% 4 -0.2 pp +0.7 pp +1.2 pp +2.2 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 4.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 3.9 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 3.8 1.4% 5 +0.0 pp +0.3 pp +0.6 pp +1.2 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 3.8 1.5% 4 -0.0 pp +0.1 pp +0.6 pp +1.5 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 3.8 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 3.7 1.7% 4 +0.2 pp +0.3 pp +0.5 pp +1.7 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 3.7 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 3.7 2.3% 4 +0.0 pp +0.2 pp +0.4 pp +2.3 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.6 1.1% 4 +0.2 pp +0.7 pp +0.9 pp +1.1 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 3.5 1.8% 4 -0.0 pp +0.0 pp -0.0 pp +1.8 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 3.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.5 2.0% 4 +0.4 pp +0.9 pp +1.1 pp +2.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.5 0.2% 4 -0.0 pp -1.1 pp -0.9 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 3.4 1.5% 3 -0.0 pp +1.4 pp +1.5 pp +1.5 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 3.3 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.3 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.2 0.4% 4 -0.2 pp -0.0 pp -0.3 pp +0.4 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 3.1 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 3.1 1.2% 4 +0.2 pp +0.4 pp +0.4 pp +1.2 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 3.0 0.7% 4 +0.0 pp +0.4 pp +0.6 pp +0.7 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 3.0 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 3.0 0.6% 4 +0.4 pp +0.2 pp +0.2 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.0 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.8 1.3% 4 -0.0 pp -0.0 pp -0.2 pp +1.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.8 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 2.7 1.1% 3 +0.4 pp +0.9 pp +1.1 pp +1.1 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 2.7 2.1% 4 -0.1 pp +0.2 pp +0.3 pp +2.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 2.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.6 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.5 0.6% 4 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 2.5 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 2.5 0.9% 4 +0.4 pp +0.6 pp +0.7 pp +0.9 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.5 0.6% 4 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 2.2 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.2 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 2.2 0.9% 4 -0.1 pp -0.0 pp -2.4 pp +0.9 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.280 123 2.2 1.3% 4 +0.1 pp +0.4 pp +1.0 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.1 4.1% 1 +4.1 pp +1.7 pp +1.9 pp +4.1 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 2.1 2.0% 3 +0.9 pp +1.1 pp +2.0 pp +2.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.1 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 2.0 0.7% 4 -0.2 pp -1.2 pp -1.1 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.9 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 1.9 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.9 0.8% 4 +0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.9 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.8 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 1.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.8 1.1% 4 +0.0 pp +0.6 pp +0.7 pp +1.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.8 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 1.8 1.2% 4 +0.1 pp +0.5 pp +1.0 pp +1.2 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 1.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.7 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.6 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Investment Insight Wealth Management, LLC CIK 0001737917 0.554 44 1.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.6 1.1% 4 +0.0 pp -0.0 pp +0.1 pp +1.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 1.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.5 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 1.3 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.3 0.8% 4 -0.8 pp -0.6 pp +0.2 pp +0.8 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 1.3 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 1.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 1.2 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.1 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.0 0.5% 4 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.0 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 1.0 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.0 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.9 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.9 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.9 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 0.9 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.8 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.7 0.1% 4 -3.7 pp -2.7 pp -2.2 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.6 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.5 0.6% 4 +0.1 pp +0.1 pp -0.1 pp +0.6 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.5 0.5% 4 -0.5 pp -0.7 pp -0.9 pp +0.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AUCTUS ADVISORS LLC CIK 0002042516 0.764 34 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.3 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 3 -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
☆Wellington Grp LLC CIK 0002134013 0.401 144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.4 pp -0.5 pp -0.4 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 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 -0.4 pp -0.3 pp -0.1 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -8.1 pp -8.5 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 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
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -6.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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 -0.0 pp -0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -7.4 pp -7.4 pp -7.3 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -7.8 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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 CGDV). Qtrs Held counts distinct quarters this fund has actually held CGDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGDV position size. Δ columns are the percentage-point change in CGDV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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