Signals

← Signals

☆CGGR

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

Flow ranking

Rank#110
Score / z1.879 / 2.25
Consensus252.26 over 502 funds
Momentum-0.17 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-1%
Short interest+24% / 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)
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Fund Positions
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Quarters Held
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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 2,827.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 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 1,528.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1,327.8 18.7% 5 +0.3 pp +1.7 pp +1.5 pp +10.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 829.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 781.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 765.0 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 683.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 658.4 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 618.6 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 528.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 500.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 432.6 0.5% 6 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 390.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 279.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 260.4 22.4% 5 +0.5 pp +19.3 pp +19.4 pp +18.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 257.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 197.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 189.7 0.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 137.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 134.4 4.3% 5 -0.0 pp +2.8 pp +2.7 pp +2.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 133.3 2.6% 5 -0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 129.0 1.2% 5 +0.1 pp +0.8 pp +0.9 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 106.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 105.2 1.9% 5 -0.1 pp -0.5 pp -0.6 pp -0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 103.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 97.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 95.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 93.8 8.4% 1 +8.4 pp +8.4 pp -0.5 pp -0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 91.1 0.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 81.6 0.9% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 72.3 17.3% 5 +2.0 pp -7.4 pp -9.7 pp -9.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 68.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 67.9 10.9% 5 +2.6 pp +2.9 pp +2.3 pp +2.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 67.5 7.5% 5 +0.4 pp -0.1 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 66.3 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 65.9 1.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 63.3 1.8% 5 -0.0 pp -0.2 pp -0.4 pp -0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 63.3 3.1% 4 -0.1 pp -0.2 pp +2.5 pp +3.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 62.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 62.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 52.7 0.5% 5 +0.0 pp -0.2 pp +0.0 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 52.6 9.9% 5 -1.5 pp -3.0 pp -2.7 pp -2.2 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 44.1 11.1% 3 -2.8 pp -3.4 pp +11.1 pp +11.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 43.7 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 42.0 5.1% 5 +0.9 pp +2.0 pp +3.3 pp +3.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 41.8 0.6% 1 +0.6 pp -0.1 pp -0.2 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 41.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 40.2 12.6% 5 -1.9 pp -5.2 pp -6.3 pp -8.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 38.8 1.0% 5 +0.0 pp -0.2 pp -0.1 pp -0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 38.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 38.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 37.9 4.3% 5 +0.2 pp -0.6 pp -1.2 pp -1.5 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 37.6 14.6% 5 +1.0 pp -0.1 pp +0.9 pp +3.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 35.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 34.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 34.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 33.8 15.0% 2 -1.7 pp +15.0 pp +15.0 pp +15.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 32.5 0.6% 5 +0.1 pp +0.1 pp -0.3 pp -0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 29.2 5.7% 5 +0.1 pp -0.5 pp +2.3 pp +2.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 28.5 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 28.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 28.1 0.6% 5 +0.4 pp +0.4 pp -0.2 pp +0.2 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 28.0 11.0% 4 +0.0 pp -0.8 pp -1.1 pp +11.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.9 0.6% 5 +0.1 pp -0.7 pp -0.8 pp -0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 26.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 25.7 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 24.4 7.9% 5 +0.4 pp -0.2 pp -0.6 pp -0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 23.6 1.2% 5 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 23.4 6.9% 6 +0.3 pp -1.5 pp -1.8 pp -1.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 23.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 23.0 1.0% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 22.9 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 21.5 2.2% 5 +0.4 pp +0.4 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 20.9 1.6% 5 +0.2 pp +0.2 pp +0.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.7 0.2% 5 +0.0 pp -0.2 pp -0.1 pp -0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 20.6 5.8% 5 +0.4 pp -0.1 pp -0.8 pp -0.8 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 20.3 14.9% 5 +0.7 pp -0.1 pp +0.1 pp +2.7 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 19.8 1.9% 5 -0.1 pp -0.3 pp -0.8 pp +0.5 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 19.6 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 19.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 18.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 18.9 1.8% 5 +0.4 pp -0.9 pp -1.1 pp -0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 18.3 8.4% 5 +0.6 pp +0.3 pp -1.5 pp -1.5 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 17.8 5.3% 5 +0.9 pp +0.8 pp +0.4 pp +0.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 17.6 1.8% 3 -0.0 pp -0.4 pp +1.8 pp +1.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 17.5 0.7% 3 -0.0 pp -0.3 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 16.9 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.7 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 16.5 10.9% 5 -0.0 pp -1.1 pp -1.0 pp -0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 16.4 3.6% 6 +0.7 pp -0.2 pp +0.6 pp -0.2 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 16.4 14.4% 2 -0.5 pp +14.4 pp +14.4 pp +14.4 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 16.1 4.6% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.6 1.0% 5 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 15.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 14.8 8.6% 6 +0.4 pp -0.3 pp -0.6 pp -0.9 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 14.2 7.3% 5 +0.3 pp -0.1 pp +0.2 pp +0.9 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 14.1 3.4% 5 +0.1 pp -0.4 pp -0.6 pp -0.6 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 14.0 1.3% 5 +0.0 pp -0.0 pp -0.3 pp -0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 14.0 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 13.9 3.2% 5 +0.2 pp +0.5 pp +0.1 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 13.5 1.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 13.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 13.3 4.3% 5 +0.2 pp +0.1 pp +0.6 pp +0.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 13.2 1.7% 4 +0.1 pp +0.6 pp +0.7 pp +1.7 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 13.2 2.5% 2 +1.4 pp +2.5 pp +2.5 pp +2.5 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 13.2 3.9% 4 +0.3 pp +1.6 pp +1.9 pp +3.9 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 12.7 3.3% 5 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 12.6 2.4% 5 +0.5 pp +0.3 pp +0.4 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 12.4 5.8% 5 +0.3 pp -0.1 pp -0.5 pp -0.3 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 12.3 6.8% 5 +0.8 pp +0.4 pp -0.1 pp +0.2 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 12.3 2.0% 5 +0.0 pp -15.2 pp -18.0 pp -17.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 11.9 5.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 11.9 0.5% 6 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.8 0.2% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 11.8 5.5% 5 +0.4 pp +2.1 pp +0.9 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 11.8 1.1% 5 +0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 11.7 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.5 0.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 11.5 3.2% 5 +0.3 pp +0.1 pp -0.7 pp -0.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 11.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 11.0 0.4% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 10.9 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 10.9 6.0% 4 +0.2 pp +0.7 pp +5.6 pp +6.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 10.8 2.9% 4 +0.1 pp +0.7 pp +0.9 pp +2.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 10.7 9.0% 2 +0.1 pp +9.0 pp +9.0 pp +9.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 10.6 4.6% 5 +0.4 pp +2.4 pp +2.6 pp +2.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 10.4 0.2% 5 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 10.4 1.8% 5 +0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 10.4 4.6% 5 +0.4 pp +0.1 pp +0.1 pp +0.3 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 10.1 4.8% 1 +4.8 pp +0.0 pp +4.1 pp +4.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 9.9 3.6% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 9.7 3.7% 5 +0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 9.3 7.2% 3 +0.6 pp +1.1 pp +7.2 pp +7.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 9.3 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 9.3 3.8% 6 -0.3 pp -0.5 pp -0.2 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 9.0 6.9% 2 +0.6 pp +6.9 pp +6.9 pp +6.9 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 9.0 3.4% 5 +2.0 pp +1.9 pp +1.8 pp +1.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.8 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 8.8 5.9% 2 +0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 8.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 8.6 5.4% 5 +0.9 pp +0.6 pp +1.5 pp +1.6 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 8.6 3.8% 4 +0.2 pp -0.1 pp -0.0 pp +3.8 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 8.5 5.4% 5 +1.1 pp +0.6 pp +0.6 pp +1.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 8.5 4.9% 5 +0.4 pp +0.1 pp +0.3 pp +0.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 8.5 0.8% 5 -0.2 pp -0.6 pp -0.5 pp -0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 8.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.4 0.1% 1 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 8.4 0.7% 5 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 8.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.3 0.5% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 8.1 1.6% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 8.1 3.0% 4 +0.2 pp -0.0 pp -0.2 pp +3.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 8.0 6.5% 5 +0.5 pp +0.6 pp +0.3 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.0 0.4% 5 +0.1 pp +0.1 pp -0.4 pp -0.4 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 8.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 7.9 5.7% 2 +0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.8 5.2% 5 +0.2 pp +1.6 pp +1.7 pp +1.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 7.8 2.9% 5 +0.4 pp +0.0 pp +0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.8 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 7.7 3.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 7.6 4.1% 5 +0.4 pp +0.4 pp +0.3 pp +1.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.5 1.1% 5 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 7.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 7.3 0.6% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 7.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 7.3 1.3% 5 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.2 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 7.1 5.4% 2 +0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 7.0 0.9% 5 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.0 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.9 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 6.9 2.6% 5 +0.1 pp -0.3 pp -0.2 pp -0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 6.7 2.9% 5 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 6.7 1.5% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 6.7 1.1% 5 +0.2 pp +0.3 pp +0.5 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 6.3 0.3% 2 +0.1 pp +0.3 pp -0.6 pp -0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 6.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 6.2 0.6% 7 +0.1 pp +0.0 pp +0.2 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 6.1 1.2% 5 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 6.1 3.5% 5 +0.1 pp -0.1 pp -0.5 pp -0.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 6.1 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 6.0 1.9% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 5.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 5.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 5.6 1.3% 5 -0.1 pp -0.3 pp -0.0 pp +0.5 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 5.5 4.8% 4 +0.5 pp +1.6 pp +2.0 pp +4.8 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.4 1.1% 5 +0.2 pp -0.0 pp -0.0 pp -0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.3 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 5.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 5.2 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 5.1 2.7% 6 +0.3 pp +0.0 pp -0.1 pp +0.1 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 5.1 2.8% 5 +0.2 pp -0.9 pp -1.0 pp -0.7 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 5.1 1.7% 6 +0.7 pp +1.0 pp +1.1 pp +1.4 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 5.0 1.2% 6 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 5.0 2.1% 2 -1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.9 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.8 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 4.7 1.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 4.6 2.9% 3 +0.0 pp +0.2 pp +2.9 pp +2.9 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 4.5 2.6% 5 +0.1 pp -0.3 pp -0.0 pp -0.3 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.5 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 4.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 4.2 1.7% 5 +0.0 pp -0.1 pp +1.4 pp +1.3 pp
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☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 4.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 4.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 3.9 1.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 3.9 1.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 3.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.9 0.9% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.9 1.2% 5 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 3.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.7 1.1% 5 +0.4 pp +0.3 pp +0.4 pp +0.5 pp
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☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 3.5 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.5 0.8% 4 -0.1 pp -0.3 pp -0.4 pp +0.8 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 3.4 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 3.4 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 3.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 3.3 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 3.2 2.2% 5 +0.1 pp +0.2 pp -0.1 pp -0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.2 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 3.1 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 3.0 0.9% 5 +0.1 pp -0.0 pp +0.4 pp +0.7 pp
☆Expressive Wealth LLC CIK 0002026980 0.120 133 3.0 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 3.0 0.9% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
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☆NWAM LLC CIK 0001655006 0.392 684 2.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 2.6 1.2% 5 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 2.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 2.6 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 2.5 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 1.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 1.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -2.5 pp +0.0 pp -1.0 pp -0.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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 +0.0 pp -0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 +0.0 pp -4.4 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 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
☆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
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -4.2 pp -4.5 pp -4.6 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 0.0 0.0% 0 -0.3 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 0.0 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
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.3 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
☆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
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 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
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -3.7 pp -3.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 +0.0 pp +0.0 pp -8.1 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 +0.0 pp -0.0 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -2.5 pp -2.7 pp -2.6 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 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 +0.0 pp -0.2 pp -0.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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 +0.0 pp -0.4 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -2.0 pp -2.2 pp -2.2 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -2.9 pp -2.4 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 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
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 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
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp -0.9 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
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp -0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.0 0.0% 0 +0.0 pp -0.3 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
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -5.9 pp -5.9 pp -5.6 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status