Signals

← Signals

☆CGGR

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

Flow ranking

Rank#423
Score / z0.422 / 0.59
Consensus220.45 over 441 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+301% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,019.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 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 1,195.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1,068.4 17.0% 3 -0.2 pp +9.2 pp +17.0 pp +17.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 590.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 586.7 0.8% 3 +0.1 pp +0.1 pp +0.8 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 572.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 552.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 552.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 365.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 334.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 305.0 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 288.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 232.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 162.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 117.1 2.4% 3 -0.2 pp -0.3 pp +2.4 pp +2.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 114.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 104.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 96.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 93.4 2.3% 3 +0.3 pp +0.4 pp +2.3 pp +2.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 92.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 89.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 88.7 17.2% 3 -2.8 pp -2.6 pp +17.2 pp +17.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 88.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 82.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 80.1 0.6% 3 +0.0 pp +0.5 pp +0.6 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 70.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 64.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 63.3 24.7% 3 -2.3 pp -2.1 pp +24.7 pp +24.7 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 62.0 7.7% 3 +0.1 pp +0.3 pp +7.7 pp +7.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 58.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 58.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 57.4 3.3% 2 +2.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 57.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 55.3 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 53.5 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 53.4 1.3% 3 -0.0 pp +0.5 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 48.9 2.0% 3 -0.2 pp -0.1 pp +2.0 pp +2.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 46.2 12.9% 3 +0.3 pp +0.7 pp +12.9 pp +12.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 39.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 38.9 8.1% 3 -0.5 pp -0.8 pp +8.1 pp +8.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 38.8 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 38.2 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 37.5 1.6% 3 -0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 37.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 36.0 17.8% 3 -1.2 pp -2.8 pp +17.8 pp +17.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 34.5 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 33.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 32.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 32.0 14.7% 3 +1.0 pp +3.1 pp +14.7 pp +14.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 31.4 4.9% 3 -0.7 pp -0.9 pp +4.9 pp +4.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 31.2 0.3% 3 +0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 29.0 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 28.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 28.3 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 28.1 11.8% 2 -0.3 pp +11.8 pp +11.8 pp +11.8 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 28.0 6.2% 3 +2.8 pp +2.9 pp +6.2 pp +6.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 27.2 0.5% 3 -0.4 pp -0.3 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 27.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 24.8 8.4% 4 -0.3 pp -0.3 pp -0.1 pp +8.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 24.0 2.7% 3 -0.2 pp +0.4 pp +2.7 pp +2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 23.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 23.0 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 20.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 20.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 20.4 8.2% 3 -0.3 pp -0.3 pp +8.2 pp +8.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 20.2 1.2% 3 +0.4 pp +0.4 pp +1.2 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 19.7 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 19.7 15.0% 3 +0.2 pp +2.8 pp +15.0 pp +15.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 19.2 5.9% 3 -0.7 pp -0.7 pp +5.9 pp +5.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 18.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 18.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 17.8 12.0% 3 +0.1 pp +1.0 pp +12.0 pp +12.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 17.8 2.2% 3 -0.5 pp +0.8 pp +2.2 pp +2.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 17.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 17.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 16.7 3.1% 3 +1.3 pp +1.3 pp +3.1 pp +3.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 15.8 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 15.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 15.7 1.3% 3 +0.0 pp +1.0 pp +1.3 pp +1.3 pp
☆CLG LLC CIK 0002059872 0.428 156 15.4 3.8% 4 +0.8 pp -0.0 pp +1.1 pp +3.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 15.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 14.6 4.5% 3 -0.4 pp -0.2 pp +4.5 pp +4.5 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 14.2 8.9% 4 -0.3 pp -0.5 pp -1.0 pp +8.9 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 13.9 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 13.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 13.4 1.3% 3 +0.0 pp +0.3 pp +1.3 pp +1.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 13.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 13.3 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 13.3 7.5% 3 +0.3 pp +1.0 pp +7.5 pp +7.5 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 13.0 3.8% 3 -0.2 pp -0.2 pp +3.8 pp +3.8 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 12.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 12.6 4.5% 3 +0.2 pp +0.2 pp +4.5 pp +4.5 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 12.5 1.3% 3 -0.3 pp -0.2 pp +1.3 pp +1.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 12.4 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 12.3 2.8% 3 -0.4 pp -0.4 pp +2.8 pp +2.8 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 12.3 4.2% 3 -0.2 pp -0.1 pp +4.2 pp +4.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 11.8 2.8% 3 -0.0 pp +0.2 pp +2.8 pp +2.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.3 4.2% 3 +0.5 pp +0.2 pp +4.2 pp +4.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 11.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 11.1 6.0% 3 -0.3 pp -0.2 pp +6.0 pp +6.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 10.8 6.4% 3 -0.5 pp -0.1 pp +6.4 pp +6.4 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 10.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 10.6 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 10.5 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 10.4 5.5% 3 +0.0 pp -0.8 pp +5.5 pp +5.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 10.4 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 10.3 3.3% 3 -1.2 pp -1.8 pp +3.3 pp +3.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 10.1 3.1% 3 -0.8 pp -0.9 pp +3.1 pp +3.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.9 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.4 0.1% 5 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 9.4 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 9.3 5.9% 3 +0.0 pp +0.3 pp +5.9 pp +5.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 9.3 3.9% 3 -0.1 pp -0.2 pp +3.9 pp +3.9 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 9.3 8.0% 3 -1.9 pp -1.8 pp +8.0 pp +8.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 9.1 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 9.1 4.8% 3 +4.0 pp +4.3 pp +4.8 pp +4.8 pp
☆KWB Wealth CIK 0001822236 0.453 169 9.0 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 8.7 4.4% 3 -0.0 pp +0.1 pp +4.4 pp +4.4 pp
☆tru Independence LLC CIK 0001785445 0.641 108 8.7 2.2% 3 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 8.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 8.6 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 8.4 4.8% 3 +0.0 pp +0.4 pp +4.8 pp +4.8 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 8.4 5.3% 2 +5.0 pp +5.3 pp +5.3 pp +5.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 8.0 4.3% 4 +0.2 pp +0.5 pp +1.4 pp +4.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 7.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 7.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 7.7 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 7.6 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 7.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.4 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 7.3 3.1% 3 +0.1 pp -1.0 pp +3.1 pp +3.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 7.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 7.2 2.9% 3 -0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 7.1 4.8% 3 +0.2 pp +0.4 pp +4.8 pp +4.8 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 7.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 7.0 2.9% 3 +0.2 pp +0.3 pp +2.9 pp +2.9 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 6.8 4.8% 3 +0.9 pp +1.0 pp +4.8 pp +4.8 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 6.8 5.9% 3 -0.3 pp -0.2 pp +5.9 pp +5.9 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 6.7 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Warner Group LLC CIK 0002073617 0.415 129 6.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 6.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 6.4 3.1% 3 +0.0 pp +0.1 pp +3.1 pp +3.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.3 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 6.2 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 6.2 1.3% 3 +0.3 pp +0.3 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.0 0.3% 3 -0.5 pp -0.5 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 5.9 3.7% 3 -0.1 pp +0.2 pp +3.7 pp +3.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.7 1.1% 3 +0.1 pp +1.0 pp +1.1 pp +1.1 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 5.7 3.7% 3 -0.0 pp +1.0 pp +3.7 pp +3.7 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 5.6 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 5.5 1.5% 3 +0.2 pp +0.8 pp +1.5 pp +1.5 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 5.5 2.6% 3 +0.0 pp +0.3 pp +2.6 pp +2.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 5.5 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 5.4 3.6% 3 -0.4 pp -0.1 pp +3.6 pp +3.6 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.3 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 5.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 5.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 5.2 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 5.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.0 0.5% 5 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 4.9 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 4.8 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 4.8 3.6% 3 +0.2 pp +0.3 pp +3.6 pp +3.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 4.7 3.4% 3 -0.2 pp -0.1 pp +3.4 pp +3.4 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.6 0.2% 3 -0.6 pp -0.2 pp +0.2 pp +0.2 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 4.5 1.4% 3 -0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.4 2.7% 4 -0.1 pp +0.0 pp +0.4 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 4.2 2.9% 3 +0.3 pp +0.0 pp +2.9 pp +2.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.1 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 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 3.7 1.8% 3 +1.5 pp +1.4 pp +1.8 pp +1.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 3.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 3.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 3.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 3.5 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.4 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 3.4 1.0% 4 +0.0 pp +0.2 pp +0.4 pp +1.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.3 1.8% 3 +1.6 pp +1.6 pp +1.8 pp +1.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 3.2 0.9% 3 -0.0 pp -0.3 pp +0.9 pp +0.9 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 3.2 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 3.2 1.1% 3 -2.5 pp -3.0 pp +1.1 pp +1.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 3.1 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 3.1 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.1 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.0 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 3.0 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 3.0 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 2.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.9 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 2.9 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 2.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 2.6 2.0% 3 -0.3 pp -0.4 pp +2.0 pp +2.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 2.6 1.0% 3 -1.1 pp -1.0 pp +1.0 pp +1.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.6 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 2.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.4 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 2.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 2.2 0.9% 3 +0.4 pp +0.7 pp +0.9 pp +0.9 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 2.2 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.2 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.1 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 2.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.9 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.8 1.1% 3 +0.5 pp +0.6 pp +1.1 pp +1.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.7 0.7% 4 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.7 1.1% 4 +0.0 pp +0.1 pp +0.6 pp +1.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.7 0.6% 3 -0.1 pp -0.4 pp +0.6 pp +0.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 1.6 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.6 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.5 0.5% 3 +0.3 pp +0.1 pp +0.5 pp +0.5 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.4 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.3 0.4% 5 -0.3 pp -0.4 pp -0.1 pp -0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 1.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.2 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 1.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.1 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.0 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.8 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.8 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.7 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.5 0.5% 1 +0.5 pp -0.2 pp +0.5 pp +0.5 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 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
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 3 -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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 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% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 -0.0 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
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -8.1 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 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 -8.9 pp -9.3 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 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
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 -0.4 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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 -0.1 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.0 pp -0.8 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -3.7 pp -3.7 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 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 -0.4 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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 CGGR). Qtrs Held counts distinct quarters this fund has actually held CGGR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGGR position size. Δ columns are the percentage-point change in CGGR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status