Signals

← Signals

☆FTCS

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

Flow ranking

Rank#24317
Score / z-0.051 / -0.08
Consensus132.10 over 267 funds
Momentum-0.27 =

Price & positioning

226 cached closes, trailing year
Drawdown-5%
Short interest+1326% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 688.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 494.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 373.1 0.1% 6 -0.0 pp -0.0 pp -0.0 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 229.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 135.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 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 132.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 123.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 120.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 99.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 92.9 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 86.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 82.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 69.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 52.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 45.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 42.6 0.4% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 41.0 0.6% 5 -0.1 pp -0.2 pp -0.7 pp -0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 36.3 2.2% 4 -0.6 pp -0.5 pp -0.9 pp +2.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 35.0 4.2% 5 -0.3 pp -0.2 pp -0.4 pp -0.5 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 32.1 1.6% 5 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 26.9 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 26.7 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 26.3 5.2% 5 -0.4 pp -1.1 pp -1.6 pp -1.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 26.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 24.5 2.8% 5 +0.2 pp -1.2 pp -1.3 pp -1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 21.8 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 21.6 2.7% 5 -0.3 pp -1.2 pp -1.3 pp -1.3 pp
☆tru Independence LLC CIK 0001785445 0.641 108 18.7 8.2% 5 -0.3 pp +4.0 pp +4.2 pp +4.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 18.2 2.1% 5 -0.1 pp -0.2 pp +0.1 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 17.6 1.1% 7 -0.2 pp -0.2 pp -0.6 pp -0.8 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 17.1 10.6% 5 -2.0 pp -6.0 pp -8.0 pp -7.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Investors Research Corp CIK 0001730630 0.347 805 16.4 2.9% 1 +2.9 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 12.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -1.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 12.4 1.5% 5 -0.2 pp -0.2 pp -0.6 pp -0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.3 0.1% 2 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.3 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.9 1.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 10.7 2.6% 5 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 9.9 1.4% 5 -0.5 pp -0.6 pp -0.7 pp -0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.7 0.6% 5 -0.0 pp -0.3 pp -0.8 pp -1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 9.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.9 0.3% 6 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.5 1.5% 5 -0.2 pp -0.3 pp -0.5 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.3 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 8.2 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 7.7 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 7.6 3.5% 5 -0.3 pp -0.4 pp -1.0 pp -1.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.4 4.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 7.4 4.7% 5 -0.6 pp -0.7 pp -1.0 pp -1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.8 1.5% 5 -0.2 pp -0.4 pp -0.5 pp -2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 6.2 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 6.1 3.7% 5 -0.3 pp -0.1 pp -0.8 pp -0.9 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 5.7 1.8% 6 +1.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 5.6 2.3% 6 -0.7 pp -0.6 pp -0.8 pp -1.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 5.3 2.1% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 5.3 1.5% 4 -0.3 pp -0.2 pp -0.3 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 5.0 4.0% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 4.9 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.9 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.9 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 4.8 0.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.7 1.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -1.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.3 1.3% 6 -0.6 pp -0.7 pp +0.3 pp -2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.2 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 4.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.1 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 3.9 0.7% 5 -0.9 pp -0.9 pp -1.1 pp -1.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 3.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 3.8 2.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.8 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.8 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 3.7 1.4% 5 -0.2 pp -0.3 pp -3.9 pp -5.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.4 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 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 3.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Group,LLC CIK 0002087139 0.013 87 3.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 3.0 1.1% 5 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.0 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.8 0.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.6 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 2.8 0.2% 5 -0.1 pp -1.0 pp -1.2 pp -2.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 2.7 1.8% 5 -0.5 pp -0.5 pp -0.3 pp -0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.6 1.7% 5 -0.3 pp -0.4 pp -0.5 pp -0.7 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.6 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 2.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 2.5 2.2% 6 -0.3 pp +0.3 pp +0.4 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 2.4 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.3 0.2% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.3 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.1 1.4% 6 -0.5 pp -0.8 pp -0.8 pp -0.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 2.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.9 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.9 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.9 1.7% 5 -0.7 pp -0.3 pp -0.5 pp -0.7 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.9 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 1.9 1.1% 5 -0.2 pp -0.4 pp -3.6 pp -3.6 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.9 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 1.8 0.9% 6 -0.2 pp -0.3 pp -0.5 pp -0.7 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.8 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.8 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 1.8 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -1.7 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.6 0.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 1.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.5 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 1.4 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.4 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.4 1.0% 2 -0.0 pp +1.0 pp -0.1 pp +1.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 1.3 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.3 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.2 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 1.2 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.1 0.3% 7 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.1 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 1.1 0.6% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.0 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 1.0 0.3% 1 +0.3 pp +0.0 pp +0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.0 0.6% 4 -0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.0 0.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 1.0 0.5% 6 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.0 0.1% 5 -1.4 pp -1.3 pp -1.3 pp -1.2 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.0 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.0 0.7% 5 -0.2 pp -1.8 pp -1.8 pp -2.2 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DB&C Advisors, LLC CIK 0002107377 0.230 76 0.9 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.9 0.6% 5 -0.1 pp -0.8 pp -0.8 pp -0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.8 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.8 0.2% 5 -0.0 pp -0.0 pp -1.6 pp -2.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.8 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 0.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 0.7 0.6% 2 -1.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.6 0.4% 5 -0.2 pp -0.3 pp -0.3 pp -2.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.6 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.6 0.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.5 0.5% 1 +0.5 pp -0.2 pp -0.6 pp -0.7 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.4 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.4 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 0.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.3 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.3 0.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.2 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peterson Wealth Services CIK 0001906799 0.450 245 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.172 321 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Axiom Investment Management LLC CIK 0001513703 0.093 528 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.8 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TL Private Wealth CIK 0001802868 0.876 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -1.1 pp -1.4 pp -1.5 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Developers, LLC CIK 0002105385 0.522 52 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 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 -0.1 pp -0.1 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp -1.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -1.8 pp -1.9 pp -2.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.4 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
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 0.0 0.0% 0 +0.0 pp -24.6 pp -27.3 pp -28.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -3.0 pp -2.9 pp -3.1 pp -2.7 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.0 0.0% 0 -0.1 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
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -5.5 pp -5.4 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McDonough Capital Management, Inc CIK 0001912128 0.662 52 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 -0.3 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.6 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.6 pp -0.6 pp -1.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.4 pp -0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.7 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FTCS). Qtrs Held counts distinct quarters this fund has actually held FTCS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTCS position size. Δ columns are the percentage-point change in FTCS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status