Signals

← Signals

☆IBDR

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

Flow ranking

Rank#245
Score / z0.821 / 1.16
Consensus178.88 over 318 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 236.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 103.8 1.5% 3 +0.2 pp +0.2 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 100.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.1 0.0% 3 +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 94.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 87.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 78.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 70.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 48.8 3.3% 3 +0.3 pp +0.2 pp +3.3 pp +3.3 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 44.9 25.6% 3 -2.0 pp -2.6 pp +25.6 pp +25.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 36.0 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 36.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 34.8 4.8% 3 +0.2 pp -0.0 pp +4.8 pp +4.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 32.5 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 31.9 2.4% 3 +0.3 pp +0.2 pp +2.4 pp +2.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 31.0 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 29.2 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 28.9 2.0% 3 -0.2 pp -0.2 pp +2.0 pp +2.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 22.7 11.8% 2 +5.1 pp +11.8 pp +11.8 pp +11.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 20.2 0.7% 4 +0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 19.2 5.8% 3 +0.3 pp +0.2 pp +5.8 pp +5.8 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 18.8 1.6% 3 +0.3 pp +0.3 pp +1.6 pp +1.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 18.7 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 18.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 17.5 1.7% 3 +0.2 pp +0.1 pp +1.7 pp +1.7 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 17.3 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 16.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 15.8 4.1% 3 +3.5 pp +3.7 pp +4.1 pp +4.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 15.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 14.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 14.3 1.8% 3 +0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.0 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 13.1 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 13.1 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 13.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 12.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 10.9 2.3% 3 -0.3 pp -0.4 pp +2.3 pp +2.3 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 10.8 1.9% 3 +0.2 pp +0.4 pp +1.9 pp +1.9 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 10.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 10.1 2.8% 3 +0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 10.0 3.1% 3 +0.1 pp +0.3 pp +3.1 pp +3.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 9.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.1 4.2% 3 +0.3 pp +0.1 pp +4.2 pp +4.2 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 9.1 4.3% 3 +0.4 pp -0.0 pp +4.3 pp +4.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 9.0 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 8.2 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 8.2 1.4% 3 +0.2 pp +0.6 pp +1.4 pp +1.4 pp
☆InvesTrust CIK 0002050848 0.267 95 8.1 3.1% 3 +0.1 pp -0.0 pp +3.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 7.7 3.1% 3 +0.3 pp +0.4 pp +3.1 pp +3.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 7.3 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 6.4 5.2% 3 +0.1 pp -1.1 pp +5.2 pp +5.2 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 6.4 3.2% 3 +0.3 pp +0.2 pp +3.2 pp +3.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.3 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 6.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.0 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 5.8 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.7 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.6 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 5.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.3 0.0% 3 +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 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 5.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 5.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.1 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.0 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.9 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.5 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 4.3 1.8% 3 +0.2 pp +0.4 pp +1.8 pp +1.8 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.2 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 4.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 4.0 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 4.0 1.7% 3 -0.3 pp -0.3 pp +1.7 pp +1.7 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 3.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.8 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.7 2.5% 3 +0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 3.6 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.6 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.6 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.5 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.5 0.7% 3 +0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 3.1 1.9% 2 +0.1 pp +1.9 pp +0.4 pp +0.7 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 3.0 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.8 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 2.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.6 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.5 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 2.1 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 2.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.0 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.0 1.5% 3 -0.5 pp -0.6 pp +1.5 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 2.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 2.0 1.0% 3 -0.5 pp -0.4 pp +1.0 pp +1.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.9 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 1.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 1.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 1.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.4 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 1.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 1.3 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 1.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 1.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 1.1 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.1 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 1.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆TLWM CIK 0001732537 0.888 73 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.8 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.8 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.8 0.4% 3 -0.1 pp -1.2 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.6 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.6 0.0% 3 +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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.6 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.5% 4 -0.1 pp -0.2 pp -0.9 pp +0.5 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆American Trust CIK 0001905128 0.729 334 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.5 0.4% 1 +0.4 pp +0.4 pp +0.1 pp +0.4 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.5 0.1% 3 -2.6 pp -2.6 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverstone Advisors, LLC CIK 0001763404 0.637 85 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 3 -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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co of Kansas CIK 0001803988 0.543 59 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.2 0.1% 3 -1.4 pp -1.3 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Cypress Capital Management, LLC CIK 0002022614 0.622 29 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 -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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.1 0.0% 2 -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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 3 +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
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 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
☆First PREMIER Bank CIK 0001653926 0.233 358 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.5 pp -0.1 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
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -3.7 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -17.8 pp -22.1 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.1 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
☆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
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -1.1 pp -1.2 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 -2.6 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.1 pp -0.1 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 IBDR). Qtrs Held counts distinct quarters this fund has actually held IBDR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDR position size. Δ columns are the percentage-point change in IBDR'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