Signals

← Signals

☆EMLP

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

Flow ranking

Rank#16894
Score / z0.000 / -0.02
Consensus130.24 over 240 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 786.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 189.3 2.5% 5 -0.5 pp +0.1 pp -0.0 pp -1.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 130.9 0.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 122.4 2.5% 5 -0.1 pp +0.2 pp -0.0 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 118.5 0.0% 5 -0.0 pp +0.0 pp -0.0 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 111.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 107.2 1.5% 5 -0.2 pp +0.0 pp -0.0 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 104.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 90.4 0.5% 5 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 71.0 3.6% 5 -1.2 pp +2.4 pp -0.0 pp -0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 44.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 44.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 40.8 0.5% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 40.6 3.9% 5 -0.5 pp +1.6 pp +1.5 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 39.9 4.1% 5 +0.2 pp +0.1 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 30.2 3.9% 5 -0.4 pp +0.2 pp +0.3 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.2 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 21.9 4.6% 5 +0.0 pp +0.7 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.5 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 15.5 5.2% 5 -0.1 pp +1.2 pp +1.5 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 14.0 1.3% 5 -0.3 pp +0.6 pp -0.2 pp -0.3 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 13.0 1.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 9.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 9.2 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 8.6 0.8% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 8.6 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 7.7 1.8% 5 -0.6 pp +0.4 pp +0.4 pp +0.3 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 7.4 0.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 7.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 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 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 7.0 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.7 1.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.9 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.4 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 5.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.3 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 5.0 1.5% 5 -0.3 pp +0.1 pp +0.2 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.6 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.9 0.5% 5 -0.1 pp -0.3 pp -0.4 pp -0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 3.6 1.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.3 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 3.2 0.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 3.1 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 2.9 2.1% 5 -0.3 pp +1.0 pp +1.0 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.7 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.5 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 2.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 2.3 0.7% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.1 2.2% 1 +2.2 pp -0.5 pp -1.3 pp -1.7 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.1 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.0 0.3% 5 -0.0 pp +0.1 pp -0.1 pp -0.3 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.9 1.0% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.8 0.9% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.7 0.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 7 -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 1.4 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 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.4 1.4% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.4 0.8% 5 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 1.2 0.4% 1 +0.4 pp +0.4 pp +0.0 pp -0.6 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 1.2 0.3% 5 -0.1 pp +0.1 pp +0.1 pp -3.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 1.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.0 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.0 0.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.0 0.9% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 1.0 0.0% 5 -0.0 pp -0.0 pp -1.1 pp -1.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.9 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.9 0.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.7 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.7 0.2% 7 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.6 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.6 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.5 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 5 -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
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.5 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.5 0.3% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 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
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 5 -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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 4 -0.6 pp -0.5 pp -0.5 pp +0.0 pp
☆Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 -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
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 5 -0.0 pp +0.0 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -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% 6 -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% 5 -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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 5 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -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
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -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% 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
☆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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 5 -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
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 2 -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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -1.7 pp -1.4 pp -1.5 pp -1.6 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.0 0.0% 0 +0.0 pp -2.2 pp -2.4 pp -2.6 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
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 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 -0.4 pp -0.4 pp -0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 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 -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 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 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.9 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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 EMLP). Qtrs Held counts distinct quarters this fund has actually held EMLP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMLP position size. Δ columns are the percentage-point change in EMLP'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