Signals

← Signals

☆FTEC

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

Flow ranking

Rank#853
Score / z0.128 / 0.14
Consensus234.28 over 432 funds
Momentum0.04 =

Price & positioning

226 cached closes, trailing year
Drawdown-5%
Short interest-10% / 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 573.8 2.0% 5 +0.3 pp +0.2 pp +0.1 pp -0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 383.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 272.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 219.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 197.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 191.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 190.9 0.2% 5 +0.0 pp +0.0 pp +0.0 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 116.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 101.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 92.3 1.8% 5 -0.2 pp +0.3 pp +0.2 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 91.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 85.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 67.7 6.6% 5 +0.7 pp +0.5 pp +0.5 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 60.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 56.8 0.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 51.5 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 42.4 0.9% 6 +0.7 pp +0.3 pp +0.8 pp +0.8 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 40.3 10.5% 5 +5.8 pp +5.5 pp +5.2 pp +5.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 33.7 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 32.8 0.0% 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 31.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 31.3 2.0% 5 +2.0 pp +0.1 pp +1.9 pp +2.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 30.2 3.1% 5 +0.4 pp +0.3 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 29.8 11.6% 5 +2.3 pp +2.8 pp +4.4 pp +5.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 29.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 29.4 1.5% 4 +0.4 pp +0.4 pp +0.6 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.2 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 27.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 25.2 6.3% 6 +0.2 pp +1.2 pp +1.2 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 24.5 1.5% 5 -0.0 pp +0.3 pp +0.6 pp -0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 20.9 4.4% 5 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 20.2 3.4% 5 +0.7 pp +1.7 pp +1.9 pp +1.8 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 19.2 5.3% 5 +0.9 pp -0.4 pp -0.3 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 17.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.1 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 16.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 16.1 1.7% 5 +0.2 pp +0.2 pp -0.4 pp -0.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 16.0 5.1% 5 +0.9 pp +0.5 pp -0.1 pp -1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 14.8 1.6% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 13.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 13.2 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 12.9 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 12.1 1.3% 3 +0.3 pp +0.2 pp +1.3 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 12.0 1.3% 5 +0.3 pp +0.1 pp +0.2 pp +0.3 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 11.8 5.4% 5 +0.1 pp +0.5 pp -2.1 pp +0.8 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 11.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 11.1 0.5% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 10.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 10.1 2.4% 3 +0.4 pp +2.3 pp +2.4 pp +2.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.0 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 9.6 1.8% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 9.1 3.8% 5 +0.6 pp -0.3 pp -0.5 pp -0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 8.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 8.6 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 8.4 6.9% 2 +1.1 pp +6.9 pp +6.9 pp +6.9 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 8.3 2.0% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 8.3 1.3% 5 +0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.2 0.7% 5 -0.3 pp -0.6 pp -0.6 pp -0.6 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 8.1 4.8% 6 +0.9 pp +0.8 pp +0.7 pp +0.8 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 8.0 1.5% 5 +0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 7.9 6.5% 5 +1.2 pp +0.9 pp -0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.8 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 7.5 2.2% 5 +0.3 pp +0.7 pp +0.7 pp +0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 7.0 0.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.9 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 6.6 1.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 6.5 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 6.4 0.4% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 5.9 4.3% 2 +0.7 pp +4.3 pp +4.3 pp +4.3 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 5.8 7.9% 5 +1.6 pp -1.8 pp -0.3 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 5.6 3.9% 1 +3.9 pp +0.3 pp +0.3 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 5.6 3.0% 5 +0.4 pp +0.2 pp +0.1 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 5.3 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 5.3 2.0% 6 +0.3 pp +0.4 pp +0.3 pp +0.7 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 5.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 5.2 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 5.1 0.9% 5 +0.2 pp +0.1 pp +0.3 pp -0.2 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 5.0 2.2% 3 +0.3 pp +0.3 pp +2.2 pp +2.2 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 4.7 3.2% 6 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 4.7 2.5% 5 +0.4 pp +0.0 pp +0.1 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 4.4 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 4.4 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 4.3 1.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 4.2 1.2% 3 +0.4 pp +0.5 pp +1.2 pp +1.2 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 4.2 1.4% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.9 1.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 3.8 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 3.7 2.1% 6 +0.2 pp +0.4 pp +0.6 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 3.5 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.3 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 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 3.2 0.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.1 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.0 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 3.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 3.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.9 0.1% 5 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McMillan Office, Inc. CIK 0002109205 0.725 507 2.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bawa N Mallick Trust CIK 0002040013 0.643 78 0.9 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.8 0.4% 5 +0.1 pp -0.4 pp -0.4 pp -0.4 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Transparency, LLC CIK 0002080849 0.039 59 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Athena Wealth Management, LLC CIK 0002128243 0.201 104 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.7 0.3% 7 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.7 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Apriem Advisors CIK 0001425165 0.679 182 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.5 0.3% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
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☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.5 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆GGM Financial LLC CIK 0002021722 0.308 265 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.4 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Daviman Financial, LLC CIK 0002104394 0.176 92 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Bay Rivers Group CIK 0001798924 0.313 125 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 1 +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 0.2 0.0% 1 +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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsbury Capital Investment Advisors LLC CIK 1927315 0.136 121 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Main Street Group, LTD CIK 0001965796 0.694 863 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merrithew & Thorsten Inc CIK 0002107460 0.745 116 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 +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% 7 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 5 -0.1 pp -0.1 pp -0.4 pp -0.1 pp
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☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 4 +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
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☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +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
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☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.8 pp -0.7 pp -0.8 pp -0.9 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆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
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -8.8 pp -8.9 pp -6.8 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆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
☆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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 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
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 -0.8 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp -4.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 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
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 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
☆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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.1 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
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 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
☆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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -1.9 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 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
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 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
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.2 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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.0% 0 +0.0 pp -0.3 pp -1.6 pp -1.6 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
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 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
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 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
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 FTEC). Qtrs Held counts distinct quarters this fund has actually held FTEC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTEC position size. Δ columns are the percentage-point change in FTEC'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