Signals

← Signals

☆DLN

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

Flow ranking

Rank#25003
Score / z-0.995 / -1.22
Consensus196.84 over 337 funds
Momentum-0.16 =

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-13% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 395.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 335.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 283.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 251.7 0.3% 6 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 235.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 142.2 2.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 129.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 126.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 115.3 4.5% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 105.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 99.7 1.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 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 99.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 90.8 0.9% 5 +0.1 pp -0.3 pp -0.5 pp -0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 75.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 57.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 56.8 11.6% 5 -0.1 pp -0.7 pp -1.9 pp -3.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 49.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 44.4 9.7% 6 +0.2 pp +0.2 pp +0.8 pp +2.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 44.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 38.8 3.8% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 36.7 19.2% 6 -1.2 pp -0.3 pp +0.5 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.0 0.1% 5 -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 32.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 31.8 2.6% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 30.0 20.9% 5 -1.9 pp -0.9 pp -0.8 pp -1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 29.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 25.4 8.8% 3 -0.4 pp -0.0 pp +8.8 pp +8.8 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 25.3 5.8% 5 -0.4 pp -0.8 pp -0.9 pp -1.1 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 25.3 8.6% 5 -0.4 pp -0.5 pp +3.7 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 21.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 19.1 2.0% 6 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 18.6 1.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆truNorth Financial Services, Inc. CIK 0002108201 0.522 59 14.5 13.0% 2 -0.4 pp +13.0 pp +13.0 pp +13.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 12.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 12.0 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 11.8 2.8% 5 -0.1 pp +0.4 pp +0.2 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.0 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 10.6 0.7% 4 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 10.6 6.4% 2 +0.6 pp +6.4 pp +6.4 pp +6.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.3 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 10.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 9.2 1.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 8.8 1.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.5 3.5% 5 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.7 0.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 6.6 1.4% 5 +0.1 pp +0.8 pp +0.8 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 6.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 6.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 5.9 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 5.7 0.9% 4 -0.7 pp -0.1 pp +0.5 pp +0.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.0 1.5% 5 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 5.0 1.1% 5 +0.6 pp +0.4 pp +0.6 pp +0.5 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 5.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 4.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 4.6 2.9% 5 -0.0 pp +0.4 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 4.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 3.7 2.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 3.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 3.5 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 2.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 2.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 2.3 0.1% 1 +0.1 pp -1.1 pp -1.1 pp -0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 2.2 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 2.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 2.1 0.7% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 2.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.9 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.5 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.4 0.4% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 1.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 1.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.3 0.1% 5 -0.0 pp -0.2 pp -0.7 pp -1.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 1.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rodgers Brothers Inc. CIK 0001397290 0.463 247 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 5 +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 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 1.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 1.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Well Done, LLC CIK 0001667132 0.522 202 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.9 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.8 0.0% 5 -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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.7 0.4% 5 +0.0 pp +0.0 pp -0.4 pp -0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.7 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.5 0.2% 5 -0.0 pp -0.0 pp -1.9 pp -1.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.5 0.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.4 0.1% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.4 0.2% 6 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.3 0.0% 5 -0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.2 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krane Financial Solutions LLC CIK 0002136913 0.588 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.1 0.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -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% 5 -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
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.5 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.499 479 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.5 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp -1.3 pp -1.5 pp -1.5 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.1 pp -0.1 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 DLN). Qtrs Held counts distinct quarters this fund has actually held DLN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DLN position size. Δ columns are the percentage-point change in DLN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status