Signals

← Signals

☆FBND

606 in-universe funds with a nonzero position in FBND within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#77
Score / z2.468 / 3.14
Consensus212.10 over 408 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-81% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,940.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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 1,332.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 568.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 561.4 0.0% 2 -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 400.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 283.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 268.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 259.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 256.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 239.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 211.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 177.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 175.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 165.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 154.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 150.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 141.7 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 129.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 122.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 121.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 120.6 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 112.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 111.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 105.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 95.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 95.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 91.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 89.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 89.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 80.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 77.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 74.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 67.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 64.7 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 62.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 60.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 60.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 59.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 57.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 54.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 52.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 51.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 48.6 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 44.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 44.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 43.4 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 43.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 43.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Navalign, LLC CIK 0001820593 0.504 132 41.3 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 40.4 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 39.5 30.7% 1 +30.7 pp +30.7 pp +30.7 pp +30.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 39.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 38.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 38.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 38.0 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 36.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 35.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 35.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 35.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 34.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 34.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 33.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 33.8 6.6% 3 -0.1 pp +0.0 pp +6.6 pp +6.6 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 33.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 31.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 31.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 31.5 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 31.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 31.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 31.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 30.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 30.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 29.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 28.0 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 27.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 27.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 27.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 26.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 26.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 25.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 24.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 24.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 24.6 8.3% 3 +0.6 pp -0.0 pp +8.3 pp +8.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 24.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 23.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 23.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 23.3 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 23.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 23.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 22.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 22.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 22.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 22.1 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 21.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 21.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 20.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 20.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 20.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 20.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 20.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 19.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 19.7 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 19.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 19.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 19.1 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 19.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 18.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 18.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 18.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 18.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 18.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 18.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 17.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 16.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 16.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 15.8 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 15.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 15.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 15.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 15.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 15.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 14.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆tru Independence LLC CIK 0001785445 0.641 108 14.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Summit X, LLC CIK 0001697729 0.000 0 14.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 14.4 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 14.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 14.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 13.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 13.7 6.7% 3 -0.2 pp +0.3 pp +6.7 pp +6.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 13.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 13.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 13.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 12.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 12.8 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 12.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 12.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 12.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 12.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 12.0 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 11.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 11.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 11.1 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 11.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Catawba River Capital CIK 0001843303 0.467 24 11.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 11.1 4.6% 3 -1.7 pp -1.3 pp +4.6 pp +4.6 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 11.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 11.0 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 11.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 10.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 10.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 10.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 10.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 10.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 10.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 9.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 8.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 8.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 8.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 8.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 8.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 8.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 8.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 8.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 8.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 7.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 7.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 7.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 7.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 6.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 6.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.5 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 6.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 6.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 6.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 6.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 5.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 5.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 5.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 5.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 5.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 5.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 4.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 4.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 4.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 4.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 3.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 3.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 3.0 3.2% 2 +0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 3.0 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 2.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rinkey Investments CIK 0001730774 0.601 128 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kearns & Associates LLC CIK 0001908695 0.848 41 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 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
☆JT Stratford LLC CIK 0001689013 0.376 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +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
☆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
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -6.4 pp -6.4 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 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 FBND). Qtrs Held counts distinct quarters this fund has actually held FBND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FBND position size. Δ columns are the percentage-point change in FBND's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status