Signals

← Signals

☆CUSIP:904767704

1145 in-universe funds with a nonzero position in CUSIP:904767704 within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#14158
Score / z0.000 / -0.02
Consensus350.44 over 711 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 0.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 1 +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
☆Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kennon-Green & Company, LLC CIK 0001963352 0.437 41 0.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DODGE & COX CIK 0000200217 0.944 222 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saratoga Research & Investment Management CIK 0001477872 0.809 46 0.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.0 4.4% 3 -0.2 pp +0.5 pp +4.4 pp +4.4 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accuvest Global Advisors CIK 0001497637 0.060 78 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BONNESS ENTERPRISES INC CIK 0001105471 0.712 37 0.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Borer Denton & Associates, Inc. CIK 0001993607 0.499 74 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brentview Investment Management LLC CIK 0002052564 0.315 63 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEARLE & CO. CIK 0000710127 0.281 194 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Global Advisors, LLC CIK 0001580212 0.136 129 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cohen Investment Advisors LLC CIK 0001845081 0.306 81 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamlin Capital Management, LLC CIK 0001277403 0.815 30 0.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windle Wealth, LLC CIK 0001963452 0.422 35 0.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICW Investment Advisors LLC CIK 0001794820 0.219 144 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORDA Investment Management, LLC. CIK 0001545812 0.557 85 0.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peoples Bank/KS CIK 0001998269 0.180 98 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Malaga Cove Capital, LLC CIK 0001603001 0.210 185 0.0 0.2% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 0.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Capital Management CIK 0001434845 0.362 138 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldred Rock Partners, LLC CIK 0001984180 0.460 29 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Hartford Funds Management Co LLC CIK 0001546587 0.935 98 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 0.0 0.1% 1 +0.1 pp +0.1 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RD Lewis Holdings, Inc. CIK 0002046179 0.197 87 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sky Investment Group LLC CIK 0001333792 0.439 146 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Salvus Wealth Management, LLC CIK 0001809236 0.164 125 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STEINBERG ASSET MANAGEMENT LLC CIK 0001169883 0.532 44 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Boit C F David CIK 0001308331 0.410 85 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆St. James Investment Company, LLC CIK 0001504492 0.506 24 0.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ativo Capital Management LLC CIK 0001423065 0.132 56 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QV Investors Inc. CIK 0001570253 0.548 68 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Drexel Morgan & Co. CIK 0001508512 0.808 60 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBS & CO/CA CIK 0001055544 0.441 134 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 0.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Partners LLC CIK 0001389848 0.487 64 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 0.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 1 +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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlet Private Wealth, LLC CIK 0001759751 0.306 133 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS-REA LTD. CIK 0001482171 0.277 45 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLARK ESTATES INC/NY CIK 0001056466 0.278 90 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RBO & CO LLC CIK 0001162827 0.582 56 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 2 -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 CUSIP:904767704). Qtrs Held counts distinct quarters this fund has actually held CUSIP:904767704 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:904767704 position size. Δ columns are the percentage-point change in CUSIP:904767704's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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