Signals

← Signals

☆ICSH

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

Flow ranking

Rank#518
Score / z0.308 / 0.43
Consensus166.63 over 303 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+292% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 204.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 203.6 12.5% 3 +5.3 pp +4.6 pp +12.5 pp +12.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 203.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 180.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 146.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 146.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 118.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 111.5 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 108.8 3.5% 3 +0.1 pp -0.6 pp +3.5 pp +3.5 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 99.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 84.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 64.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 59.6 5.0% 3 -0.4 pp -0.8 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 54.5 4.5% 3 -0.5 pp -0.8 pp +4.5 pp +4.5 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 53.1 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 51.3 5.3% 3 +0.8 pp +0.6 pp +5.3 pp +5.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 40.2 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 37.0 10.6% 3 +0.5 pp -1.6 pp +10.6 pp +10.6 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 36.3 4.9% 3 +4.2 pp +4.2 pp +4.9 pp +4.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 35.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 30.2 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 28.6 1.5% 3 +0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.8 0.0% 4 +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 25.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 23.1 1.3% 3 +0.7 pp +0.7 pp +1.3 pp +1.3 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 22.3 1.0% 3 +0.0 pp +0.4 pp +1.0 pp +1.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 22.2 3.9% 2 +3.8 pp +3.9 pp +3.9 pp +3.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 21.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 21.1 2.1% 3 -0.3 pp -0.4 pp +2.1 pp +2.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 20.7 8.9% 2 +0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 20.5 2.3% 3 +1.4 pp +1.6 pp +2.3 pp +2.3 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 20.4 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 17.5 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 16.8 0.6% 3 +0.0 pp -1.3 pp +0.6 pp +0.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 16.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 15.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 15.2 7.6% 3 -0.2 pp -1.0 pp +7.6 pp +7.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 14.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 14.6 4.4% 3 +0.5 pp +0.6 pp +4.4 pp +4.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 14.3 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 14.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 13.1 5.6% 3 +0.9 pp +1.5 pp +5.6 pp +5.6 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 13.0 1.3% 3 -0.7 pp -0.6 pp +1.3 pp +1.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.9 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.7 0.3% 3 -0.1 pp -0.5 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 11.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 11.0 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 10.8 1.5% 3 +0.2 pp +1.2 pp +1.5 pp +1.5 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 10.6 2.6% 3 +0.2 pp +0.0 pp +2.6 pp +2.6 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 10.5 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆Snider Financial Group CIK 0001820681 0.424 103 10.3 2.8% 3 +0.5 pp +0.4 pp +2.8 pp +2.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 9.8 2.3% 3 +0.1 pp +0.6 pp +2.3 pp +2.3 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 9.6 4.6% 3 +2.2 pp +1.9 pp +4.6 pp +4.6 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 9.3 8.1% 3 -0.1 pp -0.8 pp +8.1 pp +8.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 8.3 2.5% 3 -0.5 pp -0.9 pp +2.5 pp +2.5 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 8.0 1.6% 3 -0.3 pp -0.2 pp +1.6 pp +1.6 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 8.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 7.6 4.4% 3 +0.1 pp +0.1 pp +4.4 pp +4.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.6 2.7% 5 +0.4 pp +1.0 pp +1.0 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.2 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 7.1 0.2% 2 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 7.0 4.4% 3 -0.1 pp +0.2 pp +4.4 pp +4.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 6.5 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 6.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.3 2.0% 3 -0.8 pp +1.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 6.1 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 5.6 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 5.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SP Asset Management LLC CIK 0001962086 0.688 137 5.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 4.9 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 4.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 4.8 2.6% 3 +0.3 pp +0.2 pp +2.6 pp +2.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 4.8 2.2% 2 +1.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 4.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 4.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.4 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 4.4 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 4.4 2.5% 3 -2.4 pp -2.2 pp +2.5 pp +2.5 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 4.4 2.3% 5 -0.2 pp -0.5 pp -0.3 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 4.1 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 4.1 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 4.1 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BARINGS LLC CIK 0000009015 0.845 191 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 4.0 1.5% 3 -0.3 pp -1.0 pp +1.5 pp +1.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 3.8 1.7% 3 -0.3 pp -0.9 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.7 1.5% 3 -0.6 pp -1.4 pp +1.5 pp +1.5 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.5 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.3 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 3.2 3.0% 3 -0.5 pp -1.4 pp +3.0 pp +3.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 3.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 3.0 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 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 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.9 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 2.8 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.7 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.7 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 2.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.4 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.3 0.7% 5 -0.2 pp -1.1 pp -0.3 pp -0.9 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 2.3 1.7% 3 -0.1 pp -0.4 pp +1.7 pp +1.7 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 2.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 2.1 0.1% 3 -1.1 pp -1.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 2.0 0.4% 3 -1.2 pp -1.3 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.9 1.3% 4 -0.9 pp -0.7 pp -0.7 pp +1.3 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 1.9 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 1.9 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.8 0.4% 3 +0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 1.7 1.0% 3 +0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.6 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.5 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.4 0.2% 5 -0.3 pp +0.0 pp +0.1 pp +0.1 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 1.4 0.9% 3 +0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 1.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 1.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 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 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.2 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 1.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.1 1.1% 3 -0.0 pp -0.5 pp +1.1 pp +1.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 1.1 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.0 0.9% 4 -0.1 pp -0.3 pp -0.4 pp +0.9 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 1.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 3 +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 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.7 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 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.6 0.0% 3 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.4 0.1% 3 -0.3 pp -0.2 pp +0.1 pp +0.1 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Liquid Strategies, LLC CIK 0001774727 0.892 7 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -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
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 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
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 -0.0 pp -0.1 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
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.1 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
☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -6.9 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 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
☆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
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -1.2 pp -0.2 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.0 0.0% 0 -0.3 pp -0.3 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 -1.6 pp -3.9 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.709 35 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 ICSH). Qtrs Held counts distinct quarters this fund has actually held ICSH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ICSH position size. Δ columns are the percentage-point change in ICSH'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