Signals

HLN

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

Flow ranking

Rank#18193
Score / z0.000 / -0.02
Consensus217.25 over 408 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
DODGE & COX CIK 0000200217 0.944 222 1,398.9 0.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,128.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 301.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 181.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 157.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 147.8 1.4% 5 -0.2 pp -0.1 pp +0.2 pp -0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 143.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 132.3 0.1% 4 -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 101.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 86.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 66.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 66.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 65.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 62.4 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 50.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 44.6 0.2% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 41.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 39.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 37.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 36.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 34.2 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 31.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 30.5 0.0% 5 -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 30.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 28.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 24.5 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 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 23.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Goodman Financial Corp CIK 0001382303 0.242 73 16.8 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 15.9 3.7% 5 +0.3 pp -0.8 pp -0.0 pp -0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 14.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 13.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 10.3 1.1% 5 +0.5 pp -1.5 pp -1.3 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 9.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 9.8 0.8% 5 -0.6 pp +0.6 pp +0.2 pp +0.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 8.7 0.0% 1 +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 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 7.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 6.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 6.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.3 0.0% 5 -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 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 6.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.8 0.0% 5 -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 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 4.5 0.1% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 3.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 3.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.6 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 3.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 6 -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 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 1.7 0.0% 5 -0.0 pp +0.0 pp -1.2 pp -2.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
2Xideas AG CIK 0001843587 0.401 48 1.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MILFORD FUNDS LTD CIK 0001775715 0.574 91 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 1.3 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.9 0.1% 2 -0.1 pp +0.1 pp -0.2 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.8 0.2% 5 -0.2 pp -0.3 pp -0.0 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 5 -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 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.7 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
KAHN BROTHERS GROUP INC CIK 0001039565 0.884 48 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.5 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.015 1137 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.5 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 0.5 0.1% 5 -0.0 pp -0.0 pp -0.5 pp -0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Partners LLC CIK 0001389848 0.488 64 0.3 0.5% 2 +0.0 pp +0.5 pp -1.1 pp -0.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.2 0.0% 5 -0.2 pp -0.2 pp +0.0 pp -0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.2 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.2 0.0% 5 -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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ariston Services Group CIK 0001743859 0.678 70 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.2 0.0% 2 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Frec Markets, Inc. CIK 0002111359 0.176 905 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 5 -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
West Family Investments, Inc. CIK 0001568303 0.015 468 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.2 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altar Rock LLC CIK 2156071 0.071 77 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
71 West Capital Partners CIK 0002111530 0.838 382 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 5 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 0.1 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Align Financial, LLC CIK 0002089183 0.646 360 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 2 -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% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.0 0.0% 2 -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% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 5 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +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
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 7 -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% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 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% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.688 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 2 +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
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +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% 4 -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
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 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
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LSV ASSET MANAGEMENT CIK 0001050470 0.036 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 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
Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -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
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.260 415 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 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
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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +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% 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
Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 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
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 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
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 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
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bain Capital Public Equity, LP CIK 0001962552 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 -0.6 pp -1.3 pp -1.2 pp -1.7 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
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 0.0 0.0% 0 +0.0 pp -4.1 pp -3.7 pp -4.5 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
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
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 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
Beacon Capital Management, LLC CIK 0001921487 0.452 175 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 -0.1 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
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
Canal Insurance CO CIK 0001313473 0.375 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 +0.0 pp -0.0 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
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 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
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 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 +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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Torrey Growth & Income Advisors CIK 0002087822 0.378 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 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
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS CIK 0001274981 0.561 1107 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
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 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
MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEYER HANDELMAN CO CIK 0000045319 0.624 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 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
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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 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 -0.1 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +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% 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
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 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
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
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 HLN). Qtrs Held counts distinct quarters this fund has actually held HLN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HLN position size. Δ columns are the percentage-point change in HLN'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