Signals

← Signals

☆FVD

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

Flow ranking

Rank#1182
Score / z0.034 / 0.04
Consensus150.24 over 312 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 880.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 792.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 272.7 0.1% 3 -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 257.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 252.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 176.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 172.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 130.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 120.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 106.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 105.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 93.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 73.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 71.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 59.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 40.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 35.1 2.1% 3 -2.5 pp -2.9 pp +2.1 pp +2.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 29.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 28.9 3.8% 3 +0.0 pp -0.6 pp +3.8 pp +3.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 25.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 22.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.9 0.1% 3 -0.0 pp -0.0 pp +0.1 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 21.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 21.6 2.3% 3 +0.0 pp -0.3 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.3 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 21.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 20.5 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 19.2 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 18.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 17.3 8.6% 3 +0.3 pp +0.5 pp +8.6 pp +8.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 15.6 3.5% 3 -0.5 pp -0.9 pp +3.5 pp +3.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 15.6 3.0% 3 -0.0 pp -0.4 pp +3.0 pp +3.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 15.3 1.9% 3 -1.6 pp -1.8 pp +1.9 pp +1.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 14.0 4.1% 3 -0.3 pp -0.5 pp +4.1 pp +4.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 13.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 13.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 11.5 6.1% 4 -0.3 pp +0.2 pp -0.9 pp +6.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 11.3 2.5% 3 +0.0 pp +0.6 pp +2.5 pp +2.5 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 10.9 3.9% 3 -0.8 pp -0.9 pp +3.9 pp +3.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.8 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 10.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 10.5 2.4% 3 -0.2 pp -0.4 pp +2.4 pp +2.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 9.8 2.7% 3 -0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.8 1.1% 3 -0.0 pp -0.4 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 9.4 2.7% 3 -0.1 pp -1.9 pp +2.7 pp +2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 8.4 3.5% 3 -0.1 pp -0.4 pp +3.5 pp +3.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 8.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 7.7 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 7.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 7.4 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 7.0 1.6% 3 -0.2 pp -0.4 pp +1.6 pp +1.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 6.6 2.6% 3 -0.0 pp +0.0 pp +2.6 pp +2.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 6.2 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 6.1 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 6.0 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 5.8 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 5.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 5.6 2.6% 5 -0.2 pp -0.4 pp -1.5 pp -1.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 5.6 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 5.1 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 5.1 1.9% 3 -0.3 pp -0.3 pp +1.9 pp +1.9 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 5.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.8 1.9% 3 -0.2 pp -0.3 pp +1.9 pp +1.9 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.8 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.7 4.2% 3 +0.0 pp -0.1 pp +4.2 pp +4.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 4.7 0.9% 3 -0.6 pp -0.7 pp +0.9 pp +0.9 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 4.7 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.6 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 4.4 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.3 1.4% 3 +0.0 pp -0.5 pp +1.4 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 4.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 3.9 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 3.7 2.0% 3 -0.1 pp -0.8 pp +2.0 pp +2.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 3.7 0.5% 3 -0.0 pp -0.4 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 3.6 2.5% 3 -0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 3.5 1.2% 3 -0.1 pp -1.0 pp +1.2 pp +1.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.5 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.5 2.8% 3 -0.2 pp -0.4 pp +2.8 pp +2.8 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 3.4 2.5% 3 -0.2 pp -0.5 pp +2.5 pp +2.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 3.3 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.1 2.4% 4 -0.0 pp +0.2 pp +0.2 pp +2.4 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.1 1.4% 3 +0.3 pp +0.3 pp +1.4 pp +1.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 3.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.8 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 2.8 1.4% 3 -0.2 pp -0.9 pp +1.4 pp +1.4 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 2.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CLG LLC CIK 0002059872 0.428 156 2.5 0.6% 4 -0.1 pp -1.1 pp -1.3 pp +0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.5 0.8% 4 -0.0 pp -0.0 pp -0.2 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.4 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 2.3 0.2% 3 -0.3 pp -0.5 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 2.1 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.1 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 2.1 0.8% 3 -0.2 pp -0.5 pp +0.8 pp +0.8 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.0 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 1.9 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.9 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.9 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 1.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.8 0.5% 3 -0.5 pp -0.7 pp +0.5 pp +0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.8 0.2% 5 -0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 1.7 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.6 1.6% 3 +0.2 pp +0.8 pp +1.6 pp +1.6 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.5 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.5 0.6% 3 -0.3 pp -0.3 pp +0.6 pp +0.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.4 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 1.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆tru Independence LLC CIK 0001785445 0.641 108 1.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.3 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.3 0.9% 4 +0.1 pp +0.0 pp +0.1 pp +0.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.2 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 1.2 1.1% 3 +0.7 pp +0.7 pp +1.1 pp +1.1 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.1 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.1 0.7% 3 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 1.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.0 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 1.0 0.5% 3 -7.8 pp -8.3 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆jvl associates llc CIK 0001915765 0.770 79 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.7 1.0% 3 +0.4 pp +0.3 pp +1.0 pp +1.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.6 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.6 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.6 0.2% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.5 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.5 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.4 0.7% 3 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Whelan Financial CIK 0001894921 0.754 101 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 -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 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 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 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 +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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 4 -0.2 pp -0.3 pp -0.4 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.0% 0 -0.1 pp -0.2 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 +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp -0.2 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp -4.6 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 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 -0.2 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
☆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
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 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 -0.1 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 FVD). Qtrs Held counts distinct quarters this fund has actually held FVD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FVD position size. Δ columns are the percentage-point change in FVD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status