Signals

← Signals

☆FLOT

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

Flow ranking

Rank#22318
Score / z-0.086 / -0.13
Consensus187.76 over 375 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+96% / 1.7d

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 450.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 312.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 277.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 211.9 0.1% 3 -0.0 pp -0.0 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 165.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 159.4 1.4% 3 -0.0 pp +0.2 pp +1.4 pp +1.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 154.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 148.2 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 133.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 117.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 105.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 102.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 97.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 91.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 87.8 1.3% 3 +0.0 pp +0.2 pp +1.3 pp +1.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 73.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 72.1 7.8% 3 +1.7 pp +2.9 pp +7.8 pp +7.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 65.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 56.2 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 55.4 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 54.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 52.1 3.3% 3 +0.1 pp +0.9 pp +3.3 pp +3.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 40.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 39.7 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 39.1 2.3% 3 +0.1 pp -0.6 pp +2.3 pp +2.3 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 36.4 12.2% 3 -1.0 pp -2.8 pp +12.2 pp +12.2 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 33.8 5.6% 3 +1.2 pp +2.1 pp +5.6 pp +5.6 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 33.3 5.1% 3 +0.6 pp +1.9 pp +5.1 pp +5.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 32.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 31.4 5.9% 3 -0.8 pp +4.9 pp +5.9 pp +5.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 28.6 4.5% 3 -0.1 pp -0.1 pp +4.5 pp +4.5 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 28.3 3.4% 3 -0.4 pp -0.1 pp +3.4 pp +3.4 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 27.9 10.1% 2 +1.4 pp +10.1 pp +10.1 pp +10.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 26.0 1.6% 2 +1.3 pp +1.6 pp +1.6 pp +1.6 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 24.9 6.4% 3 +3.7 pp +6.0 pp +6.4 pp +6.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 24.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 22.1 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 20.6 2.5% 3 +0.1 pp +0.3 pp +2.5 pp +2.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 20.5 1.7% 3 -0.4 pp -0.7 pp +1.7 pp +1.7 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 20.3 1.3% 3 -0.3 pp -0.3 pp +1.3 pp +1.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 19.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 18.7 3.5% 3 +3.4 pp +3.3 pp +3.5 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 18.4 0.6% 3 +0.2 pp +0.1 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 15.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 15.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 14.0 3.1% 3 -0.0 pp +0.1 pp +3.1 pp +3.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 14.0 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 13.5 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 13.3 3.7% 3 +0.3 pp +0.1 pp +3.7 pp +3.7 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 12.9 5.9% 3 -0.2 pp +0.3 pp +5.9 pp +5.9 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 12.7 6.6% 3 +1.1 pp +2.7 pp +6.6 pp +6.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 12.5 0.6% 3 +0.3 pp +0.2 pp +0.6 pp +0.6 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 11.8 2.4% 3 -0.4 pp -0.6 pp +2.4 pp +2.4 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 11.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 11.2 2.9% 3 +0.0 pp -0.3 pp +2.9 pp +2.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 10.2 1.1% 3 +0.3 pp +0.1 pp +1.1 pp +1.1 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 9.9 5.3% 3 +0.2 pp -0.0 pp +5.3 pp +5.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 9.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 9.5 2.1% 3 +0.1 pp +0.3 pp +2.1 pp +2.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 9.4 5.2% 4 +0.0 pp +0.2 pp +0.0 pp +5.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 9.3 4.7% 3 -0.0 pp -0.2 pp +4.7 pp +4.7 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 9.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 9.0 2.7% 3 -0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 8.7 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.6 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 8.5 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 8.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 8.3 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 8.1 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 8.0 1.1% 3 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 7.9 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 7.9 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 7.7 3.1% 3 +0.2 pp -0.0 pp +3.1 pp +3.1 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
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 7.5 0.7% 3 -1.3 pp +0.4 pp +0.7 pp +0.7 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 7.4 2.7% 4 -0.2 pp -0.3 pp -0.1 pp +2.7 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 7.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 7.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 7.1 2.8% 3 +1.1 pp +1.2 pp +2.8 pp +2.8 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 7.0 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 6.9 1.1% 4 +0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 6.5 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 6.5 1.8% 3 +0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 6.5 0.8% 3 -0.0 pp +0.6 pp +0.8 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 6.4 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 6.3 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 6.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 6.2 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 6.2 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 6.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 6.1 1.3% 4 -0.4 pp -0.6 pp -1.0 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 5.9 1.7% 3 +0.4 pp -0.1 pp +1.7 pp +1.7 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 5.8 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.7 0.7% 3 -0.0 pp -0.3 pp +0.7 pp +0.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 5.4 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 5.3 1.3% 3 -0.3 pp -0.5 pp +1.3 pp +1.3 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 5.3 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 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 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 5.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.1 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 4.8 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆Monument Capital Management CIK 0001729428 0.068 262 4.7 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 4.7 3.3% 3 +0.0 pp -0.2 pp +3.3 pp +3.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.6 2.8% 3 +0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 4.5 3.9% 3 -0.9 pp -0.4 pp +3.9 pp +3.9 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.4 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 4.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 4.2 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 4.1 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.1 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 4.1 2.0% 3 -0.1 pp -0.4 pp +2.0 pp +2.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 4.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.7 0.9% 3 -0.6 pp -0.5 pp +0.9 pp +0.9 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 3.5 1.3% 3 +0.6 pp +0.7 pp +1.3 pp +1.3 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.4 1.1% 3 +0.0 pp +0.3 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 3.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.3 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 3.3 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 2.9 2.9% 3 -0.3 pp -0.6 pp +2.9 pp +2.9 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.9 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 2.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 2.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 2.3 2.0% 3 -0.8 pp -1.1 pp +2.0 pp +2.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.3 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.2 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 2.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.0 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Nutshell Asset Management Ltd CIK 0002021442 0.049 45 2.0 0.7% 3 -0.2 pp +0.0 pp +0.7 pp +0.7 pp
☆Bonfire Financial CIK 0001762539 0.560 60 2.0 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 2.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 1.9 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 3 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.9 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 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 1.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 1.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.7 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 1.7 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 1.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 1.6 0.6% 3 -0.6 pp -0.6 pp +0.6 pp +0.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 1.5 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.5 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cunning Capital Partners, LP CIK 0001571075 0.389 55 1.5 0.7% 3 -0.3 pp -0.5 pp +0.7 pp +0.7 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 1.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Loudon Investment Management, LLC CIK 0001597089 0.271 95 1.4 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.3 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.3 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 1.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 1.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 1.1 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.0 0.1% 5 +0.1 pp +0.1 pp -0.2 pp -0.1 pp
☆KG Capital Management CIK 0001771687 0.158 142 1.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 1.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.0 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.9 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.8 0.6% 3 -0.3 pp -0.6 pp +0.6 pp +0.6 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.8 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.8 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.7 0.5% 3 -0.6 pp -0.7 pp +0.5 pp +0.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.7 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.7 0.5% 4 -0.4 pp -0.5 pp -0.5 pp +0.5 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.7 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.6 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 0.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.4 0.0% 3 -0.4 pp -0.6 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.4 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GreatBanc Trust CO CIK 0001427099 0.670 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.3 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.3 0.2% 1 +0.2 pp +0.2 pp -0.2 pp +0.2 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 3 +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
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -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
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 5 -0.2 pp -0.6 pp -0.6 pp -0.5 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 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
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 -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 -0.1 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -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
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 -0.1 pp -0.1 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
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 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
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.0 0.0% 0 -0.3 pp -0.7 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 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
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 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
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp -0.4 pp -0.7 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 -2.0 pp -2.2 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 -0.1 pp -1.9 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -3.1 pp -2.8 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -2.7 pp -3.1 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp +0.0 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
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp -9.0 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
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 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
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Canal Insurance CO CIK 0001313473 0.374 76 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -7.1 pp -7.4 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -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% 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -3.3 pp -3.4 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -2.5 pp -2.9 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.4 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
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.5 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 FLOT). Qtrs Held counts distinct quarters this fund has actually held FLOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLOT position size. Δ columns are the percentage-point change in FLOT'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