Signals

← Signals

☆IJH

2899 in-universe funds with a nonzero position in IJH within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#28
Score / z6.362 / 5.75
Consensus807.98 over 1548 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-4% / 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)
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Fund Positions
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Quarters Held
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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 4,535.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,966.3 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,613.4 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,577.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,733.2 0.4% 4 +0.1 pp +0.1 pp +0.1 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 2,490.7 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,460.6 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,433.7 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,888.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,636.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,609.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,557.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,487.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1,088.1 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,071.9 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,066.9 7.2% 4 -0.0 pp -0.1 pp -1.0 pp +7.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 685.2 4.4% 4 +0.2 pp +0.4 pp +0.6 pp +4.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 672.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 618.0 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 587.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 578.4 8.8% 4 +0.1 pp -0.7 pp -1.1 pp +8.8 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 559.3 12.0% 4 -0.2 pp -0.2 pp -0.5 pp +12.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 559.3 10.4% 4 -0.1 pp +0.1 pp -0.1 pp +10.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 548.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 533.4 1.1% 4 +0.1 pp +0.0 pp +0.0 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 526.0 2.6% 4 +0.2 pp -0.1 pp -0.0 pp +2.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 522.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 520.6 4.1% 4 +0.1 pp -1.0 pp -1.1 pp +4.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 500.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 478.5 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 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 451.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Starboard Value LP CIK 0001517137 0.869 21 393.7 8.6% 4 +2.1 pp +2.2 pp +3.0 pp +8.6 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 390.5 5.3% 4 +0.3 pp +1.6 pp +1.5 pp +5.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 382.8 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 370.2 2.1% 4 +0.0 pp -0.1 pp -0.2 pp +2.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 364.0 9.3% 4 +0.1 pp -0.2 pp -0.3 pp +9.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 342.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 329.2 0.5% 4 +0.1 pp +0.2 pp -0.2 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 328.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 326.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 315.4 1.7% 4 -0.1 pp -0.0 pp -0.0 pp +1.7 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 309.8 4.4% 4 -0.3 pp -1.0 pp -1.4 pp +4.4 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 247.2 4.4% 4 +0.3 pp +0.7 pp +0.7 pp +4.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 239.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 238.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 212.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 210.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 210.3 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 209.6 5.0% 4 +0.3 pp -0.5 pp -0.4 pp +5.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 206.4 2.9% 4 +0.2 pp +0.1 pp -0.2 pp +2.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 206.1 1.1% 4 -0.1 pp -0.0 pp +0.5 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 195.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 193.5 3.9% 4 +0.0 pp +0.2 pp +0.1 pp +3.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 172.9 2.7% 4 +0.6 pp +2.2 pp +2.2 pp +2.7 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 172.6 7.1% 4 +0.3 pp +0.5 pp +0.7 pp +7.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 170.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 167.6 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 166.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 159.8 11.2% 4 +0.1 pp +0.2 pp -0.4 pp +11.2 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 158.6 5.3% 4 +0.1 pp +0.1 pp +0.1 pp +5.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 158.2 3.0% 4 +0.0 pp -0.0 pp -0.5 pp +3.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 153.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 146.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 145.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Members Trust Co CIK 0001677560 0.939 170 144.1 4.8% 4 +0.1 pp +0.1 pp +0.1 pp +4.8 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 139.4 2.3% 4 +1.5 pp +1.4 pp +1.4 pp +2.3 pp
☆SWF LLC CIK 0002065728 0.943 14 136.8 11.9% 3 -0.5 pp -0.6 pp +11.9 pp +11.4 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 136.5 9.3% 4 +0.3 pp +0.4 pp +0.5 pp +9.3 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 132.2 7.0% 4 +0.2 pp +0.0 pp -0.0 pp +7.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 131.0 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 130.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 127.3 3.5% 4 +0.2 pp +0.2 pp +0.4 pp +3.5 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 125.2 6.5% 2 +0.5 pp +6.5 pp +0.4 pp +6.5 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 124.7 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 121.4 2.4% 4 +0.3 pp +0.1 pp +0.1 pp +2.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 119.6 1.4% 4 +0.1 pp +0.1 pp -0.0 pp +1.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 119.3 1.7% 4 +0.1 pp -0.2 pp -0.5 pp +1.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 116.5 0.9% 4 +0.0 pp -0.0 pp -0.3 pp +0.9 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 116.2 5.1% 4 +0.0 pp -0.2 pp -0.2 pp +5.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 113.6 1.7% 4 +0.0 pp +0.1 pp +0.0 pp +1.7 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 109.5 2.4% 4 +0.1 pp -0.4 pp -1.7 pp +2.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 107.9 7.3% 4 +0.2 pp +0.2 pp +0.2 pp +7.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 106.1 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 105.7 1.0% 4 +0.0 pp -0.3 pp -0.2 pp +1.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 105.1 5.0% 4 +0.2 pp +0.3 pp +0.3 pp +5.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 104.6 5.9% 4 +0.5 pp +0.5 pp +0.4 pp +5.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 99.3 0.9% 3 +0.7 pp +0.6 pp +0.9 pp +0.9 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 98.7 3.1% 4 +0.6 pp +0.6 pp +0.6 pp +3.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 98.6 6.6% 4 +0.2 pp +0.2 pp +0.2 pp +6.6 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 98.2 6.4% 4 +0.2 pp +0.3 pp +0.3 pp +6.4 pp
☆HORAN Wealth, LLC CIK 0002072569 0.371 217 98.2 9.3% 3 +1.9 pp +2.0 pp +9.3 pp +9.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 97.4 4.1% 4 -1.2 pp -1.4 pp -2.2 pp +4.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 97.1 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 95.5 5.1% 4 +0.2 pp -0.9 pp -2.3 pp +5.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 94.5 13.3% 4 +0.9 pp +2.2 pp +1.8 pp +13.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 93.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 92.2 4.1% 4 -0.4 pp -0.4 pp -0.4 pp +4.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 89.4 5.2% 4 +0.1 pp -0.1 pp -0.1 pp +5.2 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 89.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 87.8 11.3% 4 +0.7 pp +0.7 pp +0.4 pp +11.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 87.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 84.9 1.3% 4 -0.4 pp -0.6 pp -0.6 pp +1.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 84.1 1.7% 4 +0.1 pp +0.1 pp +0.3 pp +1.7 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 81.6 4.9% 4 -0.1 pp -0.3 pp -0.5 pp +4.9 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 81.3 9.8% 4 -0.1 pp -0.0 pp -0.7 pp +9.8 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 79.3 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 78.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 78.4 1.0% 4 +0.3 pp +0.3 pp +0.3 pp +1.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 78.2 1.0% 4 -0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 77.8 3.8% 4 +0.3 pp -0.1 pp -0.2 pp +3.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 77.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 76.4 13.2% 4 -0.4 pp -0.8 pp -1.2 pp +13.2 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 76.4 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 75.5 6.8% 4 +0.1 pp -0.1 pp -0.0 pp +6.8 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 74.9 5.9% 4 -0.1 pp -2.0 pp -1.9 pp +5.9 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 73.5 5.2% 4 +0.3 pp +1.2 pp +1.7 pp +5.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 73.5 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 73.1 3.2% 4 -0.5 pp -0.8 pp -0.9 pp +3.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 71.5 1.9% 4 +0.1 pp -0.0 pp -0.0 pp +1.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 70.8 2.3% 4 +1.7 pp +1.0 pp +1.0 pp +2.3 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 68.4 5.8% 4 +0.4 pp +0.2 pp -1.9 pp +5.8 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 66.0 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 65.9 9.2% 4 -0.1 pp -0.8 pp -1.6 pp +9.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 65.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 65.7 5.2% 4 +0.6 pp +1.0 pp +1.2 pp +5.2 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 65.6 2.5% 4 +0.1 pp +0.2 pp +0.2 pp +2.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 65.0 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 64.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 63.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 62.6 5.0% 4 -0.1 pp -0.4 pp -0.4 pp +5.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 62.6 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 62.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 62.4 6.3% 4 +0.8 pp +0.5 pp +0.6 pp +6.3 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 62.3 6.8% 4 +0.3 pp +0.3 pp +0.6 pp +6.8 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 61.5 9.3% 4 -6.1 pp -5.8 pp -5.6 pp +9.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 61.4 4.6% 5 +0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 61.3 1.6% 4 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 61.0 30.5% 3 +0.3 pp -0.0 pp +30.5 pp +30.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 60.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 60.7 5.5% 1 +5.5 pp +5.2 pp +5.2 pp +5.5 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 60.4 3.9% 4 +1.2 pp +1.2 pp +1.2 pp +3.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 58.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 58.0 4.7% 4 +0.6 pp +0.5 pp +0.4 pp +4.7 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 57.0 6.1% 4 +0.0 pp -0.4 pp -0.7 pp +6.1 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 56.8 11.0% 4 +0.2 pp -0.1 pp -0.3 pp +11.0 pp
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☆TRUEFG, LLC CIK 0001766067 0.882 75 56.1 14.9% 4 +0.2 pp +0.1 pp +0.0 pp +14.9 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 54.8 5.7% 4 -0.2 pp -0.6 pp -0.8 pp +5.7 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 54.2 4.5% 4 -0.2 pp -0.1 pp -0.2 pp +4.5 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 54.0 1.8% 4 -0.1 pp -0.2 pp -0.4 pp +1.8 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 53.9 6.0% 4 +2.2 pp +2.3 pp +1.8 pp +6.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 52.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 52.5 2.7% 4 +0.3 pp +0.6 pp +2.6 pp +2.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 52.4 2.8% 4 -0.0 pp -0.1 pp -0.0 pp +2.8 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 52.4 5.6% 4 +0.2 pp +0.3 pp +0.4 pp +5.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 52.3 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 52.2 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
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☆Wealthquest Corp CIK 0001632968 0.872 177 52.0 3.9% 3 +0.0 pp -0.1 pp +3.9 pp +3.9 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 50.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 49.6 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 48.3 9.6% 4 +0.3 pp +0.3 pp +0.2 pp +9.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 48.2 2.7% 4 +0.1 pp +0.0 pp -0.0 pp +2.7 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 47.9 1.3% 4 +0.1 pp +0.1 pp -0.0 pp +1.3 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 47.8 4.2% 4 +0.0 pp +0.0 pp -0.2 pp +4.2 pp
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☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 46.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 45.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 44.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Trust CIK 0001905128 0.729 334 44.5 3.9% 4 +0.3 pp -0.4 pp -0.6 pp +3.9 pp
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☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 43.3 2.2% 4 +0.2 pp +0.2 pp +0.0 pp +2.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 43.0 2.4% 4 +0.6 pp +0.6 pp +0.7 pp +2.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 42.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 42.9 6.5% 4 +0.2 pp +0.4 pp +0.2 pp +6.5 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 42.7 5.2% 4 +0.2 pp +0.3 pp +0.6 pp +5.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 42.3 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 41.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 41.4 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 40.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 40.8 1.7% 4 +0.1 pp +0.0 pp -0.0 pp +1.7 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 40.7 4.6% 4 -0.6 pp -0.1 pp -1.4 pp +4.6 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 40.3 4.7% 2 -0.6 pp +4.7 pp -0.6 pp +4.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 40.2 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 40.1 1.9% 4 +0.1 pp -0.2 pp -0.4 pp +1.9 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 40.0 4.4% 4 -0.1 pp -0.2 pp -0.5 pp +4.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 39.9 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 39.6 3.3% 4 +0.1 pp +0.1 pp +0.1 pp +3.3 pp
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☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 38.5 2.8% 4 +0.1 pp +0.4 pp +0.5 pp +2.8 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 38.2 2.6% 4 +0.2 pp +0.2 pp +0.1 pp +2.6 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 37.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 37.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Human Investing LLC CIK 0001767513 0.861 105 37.2 5.4% 4 -0.0 pp +0.0 pp +0.2 pp +5.4 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 37.2 0.7% 4 +0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 36.6 11.3% 4 -1.2 pp -1.9 pp -2.1 pp +11.3 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 36.6 11.1% 4 +0.2 pp +0.0 pp -0.3 pp +11.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 36.5 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 36.4 5.4% 4 +0.2 pp +0.2 pp +0.2 pp +5.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 36.4 0.4% 4 +0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 36.3 3.0% 4 +1.7 pp +1.8 pp +1.6 pp +3.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 36.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 36.1 2.7% 4 -0.2 pp -0.2 pp -0.3 pp +2.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 36.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 36.0 6.9% 4 +0.7 pp +1.1 pp +1.2 pp +6.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 35.3 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
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☆SCS Capital Management LLC CIK 0001303159 0.917 485 34.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 34.6 3.8% 4 +0.3 pp +0.3 pp +0.4 pp +3.8 pp
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☆Apella Capital, LLC CIK 0001801507 0.827 695 33.6 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 33.6 3.3% 4 +0.3 pp +0.7 pp +0.7 pp +3.3 pp
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☆NewSquare Capital LLC CIK 0001546989 0.510 227 33.5 2.9% 4 +0.1 pp +0.2 pp +0.2 pp +2.9 pp
☆Verde Capital Management CIK 0001802891 0.578 80 33.4 7.1% 4 +0.2 pp +0.3 pp +0.2 pp +7.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 33.0 0.5% 4 +0.3 pp +0.2 pp +0.2 pp +0.5 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 32.8 6.3% 4 +0.1 pp -1.8 pp -2.0 pp +6.3 pp
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☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 32.2 9.6% 4 +0.4 pp +0.5 pp +0.4 pp +9.6 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 31.9 0.8% 4 +0.0 pp +0.0 pp -0.2 pp +0.8 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 31.4 8.2% 4 -0.2 pp +0.3 pp -1.5 pp +8.2 pp
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☆Arkos Global Advisors CIK 0001769089 0.805 124 31.0 3.9% 4 +0.3 pp +0.4 pp +1.0 pp +3.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 30.9 1.6% 4 -0.0 pp -0.2 pp -0.3 pp +1.6 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 30.9 9.4% 2 +1.3 pp +9.4 pp +9.4 pp +9.4 pp
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☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 30.6 13.6% 4 +3.4 pp +3.4 pp +3.3 pp +13.6 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 30.4 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 30.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Savant Capital, LLC CIK 0001482880 0.851 1836 29.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 29.5 3.2% 4 +0.3 pp +0.5 pp +1.0 pp +3.2 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 29.4 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
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☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 28.1 6.3% 4 -0.3 pp -0.5 pp -0.4 pp +6.3 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 28.0 3.3% 4 +0.1 pp -0.2 pp +0.3 pp +3.3 pp
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☆King Wealth Management Group CIK 0001568235 0.741 176 27.7 3.5% 4 +0.3 pp +0.2 pp +0.2 pp +3.5 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 27.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 26.1 1.2% 4 +0.3 pp +0.4 pp +0.3 pp +1.2 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 26.0 3.6% 4 +0.8 pp +0.8 pp +0.8 pp +3.6 pp
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☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 24.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 13.0 5.3% 6 +0.0 pp -0.2 pp +0.2 pp -1.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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☆Rice Partnership, LLC CIK 0001736736 0.521 171 12.2 1.7% 4 +0.2 pp +0.3 pp +0.0 pp +1.7 pp
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☆Crumly & Associates Inc. CIK 0001759578 0.412 194 3.4 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 3.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 3.3 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆Nolet Wealth Management, LLC CIK 0002056656 0.315 112 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 3.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 3.3 2.8% 4 -0.0 pp -0.1 pp -0.1 pp +2.8 pp
☆Embree Financial Group CIK 0002020860 0.466 283 3.3 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 3.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 3.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 3.3 2.0% 4 +0.2 pp +0.3 pp +0.2 pp +2.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 3.2 1.1% 4 -0.2 pp -0.2 pp -0.4 pp +1.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 3.2 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 3.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 3.2 0.6% 4 +0.1 pp +0.0 pp -0.1 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 3.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 3.1 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.1 0.2% 4 -0.5 pp -0.5 pp -0.5 pp +0.2 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 3.1 2.3% 4 -0.3 pp -0.6 pp -0.7 pp +2.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 3.1 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 3.0 1.1% 4 +0.1 pp +0.0 pp +0.0 pp +1.1 pp
☆LPWM LLC CIK 0001801101 0.514 98 3.0 0.8% 4 +0.1 pp +0.4 pp +0.5 pp +0.8 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 3.0 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 3.0 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 3.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 3.0 2.4% 4 +0.2 pp +0.1 pp +0.3 pp +2.4 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.0 1.1% 4 -0.1 pp -0.0 pp -0.2 pp +1.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.0 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 3.0 1.7% 4 -0.0 pp +0.1 pp +0.0 pp +1.7 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 3.0 1.2% 5 +0.0 pp +0.6 pp -0.1 pp -0.1 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 2.9 0.8% 4 +0.0 pp -0.0 pp -0.2 pp +0.8 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.9 0.1% 4 -0.2 pp -0.2 pp -0.0 pp +0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.9 1.6% 4 +0.1 pp +0.1 pp +0.3 pp +1.6 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 2.9 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 2.9 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.9 2.2% 4 +0.1 pp -0.1 pp +0.1 pp +2.2 pp
☆Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 2.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 2.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 2.8 0.3% 4 -0.0 pp -0.3 pp -7.9 pp +0.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 2.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.8 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 2.8 2.2% 4 +0.1 pp +0.0 pp -0.1 pp +2.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.8 0.7% 4 +0.0 pp -0.0 pp -0.6 pp +0.7 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.7 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 2.7 2.1% 4 +0.1 pp +0.1 pp +0.1 pp +2.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 2.7 1.9% 4 -0.1 pp -0.2 pp -0.3 pp +1.9 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 2.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 2.7 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 2.6 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 2.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 2.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 2.6 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.6 0.6% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MLP3, LLC CIK 0002109061 0.294 86 2.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 2.6 2.2% 4 +0.2 pp +0.2 pp -0.1 pp +2.2 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.6 0.3% 4 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 2.6 1.8% 4 +0.1 pp +0.1 pp +0.0 pp +1.8 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 2.5 1.0% 4 +0.1 pp +0.0 pp -0.0 pp +1.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 2.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 2.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.5 1.3% 4 -0.1 pp -0.4 pp -0.3 pp +1.3 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.379 383 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 2.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 2.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.5 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 2.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 2.4 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 2.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 2.4 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 2.4 2.2% 4 +0.2 pp +0.2 pp +0.3 pp +2.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 2.4 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 2.4 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 2.4 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.3 0.6% 4 -0.0 pp -0.3 pp -0.4 pp +0.6 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 2.3 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 2.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.3 0.3% 4 -0.4 pp +0.0 pp +0.0 pp +0.3 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 2.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.3 1.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 2.3 1.8% 3 +0.2 pp +0.3 pp +1.8 pp +1.8 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.3 1.4% 4 +0.1 pp +0.4 pp +0.4 pp +1.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 2.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 2.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 2.2 0.6% 4 -0.2 pp -0.9 pp -1.0 pp +0.6 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.2 0.4% 4 -0.2 pp -0.2 pp -0.1 pp +0.4 pp
☆Exchange Bank CIK 0002001155 0.178 130 2.2 1.5% 4 +0.1 pp +0.1 pp -0.0 pp +1.5 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 2.2 2.1% 4 +0.1 pp +0.0 pp -0.1 pp +2.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.2 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 2.2 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 2.2 0.3% 4 +0.0 pp -0.4 pp -0.4 pp +0.3 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 2.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 2.2 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 2.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 2.2 1.0% 4 -0.4 pp -0.9 pp -1.3 pp +1.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.2 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 2.2 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.5 0.9% 4 -0.0 pp -0.0 pp -0.3 pp +0.9 pp
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☆GDS Wealth Management CIK 0001940869 0.458 232 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆First County Bank /CT/ CIK 0001983616 0.228 169 1.5 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
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☆Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 1.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
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☆Essex Bank CIK 0001752212 0.260 318 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Legacy Advisors, LLC CIK 0001720969 0.552 337 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆MWA Asset Management CIK 0001903058 0.228 129 1.4 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
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☆Creekside Partners CIK 0002035951 0.343 193 1.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
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☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 1.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Lincoln Capital LLC CIK 0001633862 0.657 137 1.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
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☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -6.8 pp -6.8 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.9 pp -0.4 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.7 pp -0.6 pp -0.7 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 IJH). Qtrs Held counts distinct quarters this fund has actually held IJH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJH position size. Δ columns are the percentage-point change in IJH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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