Signals

CIBR

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

Flow ranking

Rank#3351
Score / z0.000 / -0.02
Consensus245.42 over 497 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 905.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 842.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 382.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 355.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 281.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 119.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 74.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 72.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 57.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 49.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 44.7 1.7% 4 -0.3 pp -0.5 pp -0.6 pp +1.7 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 38.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 34.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 29.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 29.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 26.3 0.4% 4 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 23.2 4.2% 4 +0.2 pp +0.1 pp -0.0 pp +4.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 21.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.0 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 16.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 14.4 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 14.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 13.3 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 13.0 1.4% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 13.0 0.6% 4 +0.0 pp -0.1 pp -0.5 pp +0.6 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 12.6 1.7% 4 -0.2 pp -0.4 pp -0.7 pp +1.7 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 11.6 1.5% 4 -0.2 pp -0.6 pp -0.4 pp +1.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 10.7 1.2% 4 -0.2 pp -0.3 pp -0.4 pp +1.2 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 10.2 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.9 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 8.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 8.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 8.1 3.9% 1 +3.9 pp +0.1 pp -0.4 pp +3.9 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 7.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 7.5 3.8% 5 -0.4 pp -0.6 pp -1.0 pp -0.7 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 7.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 7.4 1.7% 4 -0.1 pp -0.1 pp +0.0 pp +1.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.0 0.2% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maniro Ltd CIK 0002102426 0.520 29 6.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.6 1.3% 4 -0.1 pp -0.4 pp -0.5 pp +1.3 pp
Creative Planning CIK 0001540235 0.979 4196 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 6.4 1.4% 4 -0.2 pp -0.3 pp -0.5 pp +1.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.3 0.0% 4 -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 6.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 6.2 1.6% 4 +0.0 pp +0.4 pp +0.6 pp +1.6 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 5.9 1.2% 4 -0.2 pp -0.4 pp -0.4 pp +1.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 5.9 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.5 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 5.4 2.2% 4 -0.1 pp -0.4 pp -0.4 pp +2.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
CX Institutional CIK 0001737089 0.437 1568 5.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 5.1 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.0 2.1% 4 -0.2 pp -0.3 pp -0.5 pp +2.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Dala Group, LLC CIK 2129058 0.300 68 4.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.7 1.2% 4 -0.2 pp -0.7 pp -0.5 pp +1.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 4.5 1.2% 4 -0.3 pp -0.5 pp -0.6 pp +1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 4.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 4.3 1.0% 4 -0.2 pp -0.2 pp -0.3 pp +1.0 pp
Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 4.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.2 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 4.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 4.1 0.1% 5 -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 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 4.0 1.2% 4 -0.1 pp -0.2 pp -0.7 pp +1.2 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 4.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 3.8 1.8% 4 -0.2 pp -0.2 pp -0.4 pp +1.8 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warner Group LLC CIK 0002073617 0.415 129 3.8 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 3.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 3.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 3.6 1.5% 4 +0.1 pp -0.0 pp -0.0 pp +1.5 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 3.6 2.3% 4 -0.5 pp -0.7 pp -0.8 pp +2.3 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 3.5 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.4 0.6% 4 -0.2 pp -0.4 pp -0.5 pp +0.6 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 3.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 3.3 3.5% 4 -0.3 pp -0.6 pp -1.0 pp +3.5 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.3 0.8% 4 -0.2 pp -0.2 pp -0.8 pp +0.8 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 3.3 1.3% 4 -0.0 pp -0.2 pp -0.5 pp +1.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 3.2 0.7% 4 -0.6 pp -0.7 pp -0.9 pp +0.7 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 3.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
EFG International AG CIK 0002109868 0.615 1088 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 3.0 1.5% 3 -0.7 pp -0.9 pp +1.5 pp +1.5 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 3.0 2.0% 4 +0.0 pp -0.6 pp -1.2 pp +2.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 2.9 0.6% 4 -0.1 pp +0.3 pp +0.3 pp +0.6 pp
LeConte Wealth Management, LLC CIK 0002060443 0.259 179 2.9 1.9% 4 -0.3 pp -0.8 pp -1.8 pp +1.9 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 2.9 0.8% 4 -0.1 pp -0.3 pp -0.2 pp +0.8 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 2.9 0.8% 4 -0.1 pp -0.1 pp -0.3 pp +0.8 pp
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Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SFMG, LLC CIK 0001512026 0.796 334 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
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Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 2.8 0.8% 4 -0.2 pp -0.3 pp -0.3 pp +0.8 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 2.7 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 2.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
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LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.5 1.3% 4 -0.1 pp -0.3 pp -0.3 pp +1.3 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 2.5 1.5% 4 -0.2 pp -0.3 pp -0.2 pp +1.5 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 2.5 0.9% 4 -0.1 pp -0.4 pp -0.6 pp +0.9 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 2.3 2.2% 4 -0.1 pp -0.3 pp -0.3 pp +2.2 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 2.3 1.2% 4 +0.1 pp -0.0 pp +0.2 pp +1.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 2.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Sage Capital Management, LLC CIK 0002030667 0.243 167 2.1 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
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HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 1.9 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
Genesis Financial Group, LLC CIK 0002097587 0.123 100 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Advantage Trust Co CIK 0002009346 0.631 197 1.9 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.8 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Callan Family Office, LLC CIK 0001938970 0.625 1226 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Melone Private Wealth, LLC CIK 0001905765 0.503 58 1.5 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.8 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PMG Wealth Management, Inc. CIK 0002052904 0.466 61 0.8 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 0.8 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.8 0.6% 2 -0.1 pp +0.6 pp +0.2 pp +0.6 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Southern Financial Group, LLC CIK 2140714 0.869 95 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sun Financial Inc CIK 0002067342 0.166 161 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.7 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
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FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.7 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.6 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.6 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.6 0.4% 4 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 0.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.6 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worthington Financial Partners, LLC CIK 0002111427 0.103 99 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.5 0.1% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.5 0.1% 4 -2.6 pp -3.0 pp -3.5 pp +0.1 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.5 0.2% 4 -0.0 pp +0.0 pp -0.2 pp +0.2 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 0.5 0.5% 4 -0.1 pp -0.0 pp -0.2 pp +0.5 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.5 0.1% 4 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.4 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.4 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.4 0.8% 1 +0.8 pp -0.7 pp -0.7 pp +0.8 pp
Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FFG Partners, LLC CIK 0002045972 0.070 41 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARWA LLC CIK 0002113621 0.167 139 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 0.3 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
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Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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71 West Capital Partners CIK 0002111530 0.838 382 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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MTM Investment Management, LLC CIK 0001831416 0.252 708 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -1.7 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 -2.1 pp -2.2 pp -1.8 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clarendon Private LLC CIK 0001961628 0.221 124 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -3.1 pp -3.4 pp +0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.2 pp -0.3 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 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 CIBR). Qtrs Held counts distinct quarters this fund has actually held CIBR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CIBR position size. Δ columns are the percentage-point change in CIBR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status