Signals

← Signals

☆EMXC

949 in-universe funds with a nonzero position in EMXC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1106
Score / z0.048 / 0.06
Consensus264.50 over 488 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 971.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 521.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 438.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 285.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 249.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 240.3 0.8% 3 -0.0 pp -0.8 pp +0.8 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 217.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 196.7 5.8% 3 +0.2 pp +1.3 pp +5.8 pp +5.8 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 185.7 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 173.4 0.0% 3 +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 169.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 164.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 156.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 140.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 137.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 135.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 132.6 2.6% 3 +0.1 pp +0.3 pp +2.6 pp +2.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 127.8 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 120.0 0.0% 3 +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 118.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 109.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 103.5 7.5% 3 +2.2 pp +2.8 pp +7.5 pp +7.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 101.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 101.3 1.7% 3 +0.1 pp +0.4 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 97.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 86.2 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 84.0 3.1% 3 +0.2 pp -0.5 pp +3.1 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 82.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 79.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 74.9 1.1% 3 -0.0 pp -0.6 pp +1.1 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 72.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 70.4 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 59.8 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 57.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 55.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 55.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 52.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 52.5 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 52.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 51.6 8.1% 3 -0.4 pp +0.2 pp +8.1 pp +8.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 51.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 48.4 2.8% 3 -1.5 pp -1.6 pp +2.8 pp +2.8 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 48.3 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 44.9 3.9% 3 +0.1 pp +0.5 pp +3.9 pp +3.9 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 42.5 4.3% 3 +0.3 pp +0.4 pp +4.3 pp +4.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 40.8 1.7% 3 +0.1 pp -0.4 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 40.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 38.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 37.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 35.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 34.8 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 34.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 34.3 3.8% 5 +0.3 pp +0.4 pp +0.9 pp +1.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 33.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 33.2 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 33.1 4.1% 3 +1.0 pp +1.3 pp +4.1 pp +4.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 33.0 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 31.1 4.0% 3 +0.2 pp +1.0 pp +4.0 pp +4.0 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 30.1 5.0% 3 +0.4 pp +0.8 pp +5.0 pp +5.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 29.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 28.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 28.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 27.9 3.3% 1 +3.3 pp +0.1 pp +3.3 pp +3.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.9 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 25.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.7 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 24.6 6.4% 3 +1.4 pp +1.4 pp +6.4 pp +6.4 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 23.7 6.3% 3 +0.7 pp +1.8 pp +6.3 pp +6.3 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 23.4 6.6% 3 +0.8 pp +0.7 pp +6.6 pp +6.6 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 23.2 13.8% 3 +1.9 pp +7.3 pp +13.8 pp +13.8 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 23.1 6.3% 3 +0.6 pp +0.9 pp +6.3 pp +6.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 22.3 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 22.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 22.1 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 21.7 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 21.2 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 18.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 17.6 7.6% 3 +0.7 pp +0.8 pp +7.6 pp +7.6 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 17.2 4.2% 3 +0.6 pp +0.3 pp +4.2 pp +4.2 pp
☆Columbia Bank CIK 0002017259 0.353 165 16.8 4.7% 3 +0.2 pp +0.5 pp +4.7 pp +4.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.8 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 16.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 15.8 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 15.1 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 14.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 14.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 14.6 5.9% 3 +0.3 pp +0.2 pp +5.9 pp +5.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 14.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 13.9 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 13.1 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆State of Wyoming CIK 0001821626 0.105 1872 12.6 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 12.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 12.3 2.3% 3 +0.2 pp +0.1 pp +2.3 pp +2.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 11.5 3.7% 3 +0.5 pp +0.8 pp +3.7 pp +3.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.5 0.0% 3 -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 11.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 11.0 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 10.7 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 10.5 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 10.4 3.2% 4 +0.2 pp +0.4 pp +0.7 pp +3.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 10.4 0.5% 5 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 10.3 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.8 2.6% 3 -0.0 pp -0.3 pp +2.6 pp +2.6 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.8 1.1% 1 +1.1 pp +0.6 pp +1.1 pp +1.1 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 9.8 4.1% 3 +0.1 pp +0.2 pp +4.1 pp +4.1 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 9.6 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 9.4 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 9.2 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 9.2 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 9.0 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 8.9 1.0% 3 +0.4 pp +0.6 pp +1.0 pp +1.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.8 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 8.5 3.0% 3 -0.2 pp +0.1 pp +3.0 pp +3.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 8.4 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 8.4 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 8.3 3.9% 3 +0.6 pp +1.1 pp +3.9 pp +3.9 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 8.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 8.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 7.9 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 7.9 3.0% 3 +0.2 pp +0.2 pp +3.0 pp +3.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.8 5.4% 3 -0.2 pp -0.4 pp +5.4 pp +5.4 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 7.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.8 2.8% 5 +0.1 pp +0.0 pp +0.5 pp +0.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 7.4 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.4 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 7.4 4.6% 4 +0.5 pp +1.9 pp +2.0 pp +4.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 7.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 7.0 1.4% 4 +0.1 pp +0.1 pp +0.5 pp +1.4 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 6.9 3.8% 3 +0.1 pp -0.4 pp +3.8 pp +3.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 6.7 1.6% 3 +0.0 pp -0.6 pp +1.6 pp +1.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.7 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 6.5 1.9% 3 -0.1 pp -0.5 pp +1.9 pp +1.9 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 6.4 3.1% 3 +0.3 pp +0.2 pp +3.1 pp +3.1 pp
☆NKCFO LLC CIK 0001757282 0.145 92 6.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 6.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 6.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 6.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 5.9 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 5.8 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Norway Savings Bank CIK 0001692227 0.255 104 5.7 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 5.7 3.0% 4 +0.2 pp -0.1 pp -0.1 pp +3.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 5.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 5.7 0.2% 3 -0.0 pp -0.8 pp +0.2 pp +0.2 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 5.6 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.6 0.4% 5 -0.4 pp -0.5 pp -0.8 pp -0.8 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 5.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 5.5 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 5.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 5.4 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 5.3 0.6% 3 -0.6 pp -0.7 pp +0.6 pp +0.6 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 5.3 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.3 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 5.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 5.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 5.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 5.1 0.5% 3 -0.8 pp -0.8 pp +0.5 pp +0.5 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 5.1 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 5.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 4.9 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 4.9 1.9% 3 +0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 4.8 1.7% 3 +0.7 pp +1.1 pp +1.7 pp +1.7 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 4.7 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.7 0.2% 3 +0.0 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 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.6 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 4.4 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 4.4 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 4.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 4.2 2.0% 4 +0.1 pp +0.1 pp +0.3 pp +2.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 4.2 2.5% 3 +0.5 pp +0.6 pp +2.5 pp +2.5 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 4.1 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 4.1 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 4.1 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 3.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 3.9 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 3.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 3.8 2.7% 4 +0.1 pp +0.0 pp +0.1 pp +2.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.8 1.0% 3 +0.5 pp +0.4 pp +1.0 pp +1.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 3.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 3.7 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.7 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 3.7 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 3.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.6 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 3.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 3.4 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 3.4 2.1% 3 +0.9 pp +0.4 pp +2.1 pp +2.1 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 3.4 3.5% 3 +0.4 pp +0.6 pp +3.5 pp +3.5 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 3.4 2.1% 4 -0.6 pp -1.8 pp -1.9 pp +2.1 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 3.4 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 3.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.3 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 3.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 3.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.1 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 3.0 2.2% 3 +0.1 pp +0.0 pp +2.2 pp +2.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 3.0 0.4% 3 -0.1 pp -1.1 pp +0.4 pp +0.4 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 3.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 3.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 3.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 3.0 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED BANK CIK 0001286478 0.652 130 2.9 0.4% 4 -5.4 pp -5.3 pp -4.9 pp +0.4 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.9 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 2.9 1.0% 3 -0.1 pp -0.7 pp +1.0 pp +1.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 2.8 1.0% 3 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 2.8 1.7% 3 +0.3 pp +1.2 pp +1.7 pp +1.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 2.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 2.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 2.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 2.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.5 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.5 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 2.4 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 2.4 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 2.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.3 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 2.1 1.3% 2 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆First Bank & Trust CIK 0001692632 0.535 270 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 2.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆EQ LLC CIK 0001757605 0.412 87 2.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 2.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.6 0.5% 3 +0.2 pp -0.5 pp +0.5 pp +0.5 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 1.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 1.5 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.5 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 1.4 0.7% 3 -0.0 pp -1.6 pp +0.7 pp +0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.4 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Campion Asset Management CIK 0001843492 0.531 83 1.4 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.4 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 1.3 0.4% 3 -0.3 pp -1.5 pp +0.4 pp +0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 1.2 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.2 0.4% 3 -0.0 pp -0.5 pp +0.4 pp +0.4 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 1.1 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.1 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.0 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.9 0.1% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.9 0.5% 3 -0.1 pp -0.5 pp +0.5 pp +0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.8 0.2% 3 -0.0 pp -0.6 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.7 0.2% 5 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.7 0.4% 3 -0.0 pp -0.5 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.7 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.532 53 0.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.5 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.5 0.1% 3 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashford Advisors, LLC CIK 0001861158 0.926 23 0.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.4 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.4 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GreatBanc Trust CO CIK 0001427099 0.670 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.4 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.4 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.4 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.3 0.0% 3 -0.1 pp -3.2 pp +0.0 pp +0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.3 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 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 0.1 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.1 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +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 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 0.0 0.0% 3 -0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 3 +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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 3 +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% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 -0.0 pp -0.0 pp -3.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.0 0.0% 2 +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% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 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
☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp -0.6 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
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +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% 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 0.0 0.0% 0 +0.0 pp -7.9 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 -0.6 pp -0.7 pp -2.1 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 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
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp -0.1 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
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp -3.7 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
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆JBGlobal.com LLC CIK 0002051348 0.701 32 0.0 0.0% 0 -1.3 pp -1.7 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 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
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 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 +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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 EMXC). Qtrs Held counts distinct quarters this fund has actually held EMXC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMXC position size. Δ columns are the percentage-point change in EMXC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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