Signals

← Signals

☆IDEV

533 in-universe funds with a nonzero position in IDEV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#390
Score / z0.513 / 0.64
Consensus211.03 over 368 funds
Momentumno 12m return

Price & positioning

227 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 3,749.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,515.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,367.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 840.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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 816.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 521.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 521.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Finland CIK 0001844891 0.971 4 461.5 30.1% 1 +30.1 pp +30.1 pp +30.1 pp +30.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 367.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 328.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 293.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 279.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 239.6 23.1% 1 +23.1 pp +23.1 pp +23.1 pp +23.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 238.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 237.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 234.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 183.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 149.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 148.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 141.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 134.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 121.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 115.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 115.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 108.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 106.2 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 99.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 96.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 95.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 91.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 90.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 89.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 87.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 65.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 59.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 58.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 57.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 56.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 55.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 54.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 53.4 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 53.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 47.6 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 46.1 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 45.5 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 43.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 38.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 37.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 36.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 35.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 33.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 33.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 30.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 29.7 13.5% 3 -0.8 pp +0.7 pp +13.5 pp +13.5 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 28.8 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 28.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆DDFG, Inc CIK 0001967640 0.535 91 26.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 24.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 24.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 23.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 23.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 21.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 21.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 20.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 20.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 19.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 19.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 19.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 18.9 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 18.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 17.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 16.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 16.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 16.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 15.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 15.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Oak Root LLC CIK 0002027377 0.950 10 15.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 15.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 15.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 14.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 14.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 13.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 13.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 13.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 12.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 12.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 12.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 11.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 11.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 11.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 10.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 10.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 10.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 10.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 9.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 9.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 8.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 8.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 8.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Friday Financial CIK 0002048792 0.653 108 8.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 8.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 7.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 7.8 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 7.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.0 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 6.9 3.4% 3 -0.4 pp -0.4 pp +3.4 pp +3.4 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 6.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 6.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 6.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆David J Yvars Group CIK 0001836266 0.505 105 6.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 6.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 6.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 5.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 5.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 5.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 3.7 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 3.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 2.7 2.1% 3 -1.0 pp +0.1 pp +2.1 pp +2.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 3 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆City State Bank CIK 0001910666 0.322 809 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.4 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charis Legacy Partners, LLC CIK 0002056602 0.634 28 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.2 0.2% 1 +0.2 pp +0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -10.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 IDEV). Qtrs Held counts distinct quarters this fund has actually held IDEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEV position size. Δ columns are the percentage-point change in IDEV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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