Signals

← Signals

☆IJK

1058 in-universe funds with a nonzero position in IJK within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17137
Score / z0.000 / -0.02
Consensus333.00 over 624 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 783.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 590.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 462.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 363.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 217.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 209.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 197.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 194.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 148.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 144.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 123.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 123.4 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 113.1 0.0% 4 +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 95.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 95.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 72.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 59.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 56.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 56.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 55.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 53.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 50.0 0.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 49.9 1.7% 4 +0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 48.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 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 47.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 46.7 2.7% 4 -0.1 pp -0.6 pp -1.5 pp +2.7 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 46.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 41.5 2.1% 4 -0.1 pp -0.4 pp -2.3 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 38.4 6.9% 4 -0.7 pp +0.6 pp +0.5 pp +6.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 37.0 0.9% 4 -0.0 pp +0.2 pp +0.1 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 31.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 26.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 25.8 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.8 0.5% 4 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 21.4 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 21.4 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 20.7 5.4% 4 +0.7 pp +0.6 pp +0.6 pp +5.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 19.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 19.4 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 18.7 5.5% 4 +0.2 pp +0.1 pp +0.1 pp +5.5 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 18.4 2.3% 4 -0.6 pp -0.9 pp -1.3 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 17.9 0.5% 1 +0.5 pp +0.5 pp -0.4 pp +0.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 17.8 1.6% 4 -0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 16.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 16.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.8 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 15.3 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 14.7 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 14.2 3.7% 4 +0.2 pp +0.2 pp +0.2 pp +3.7 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 14.1 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 12.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 12.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 12.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.5 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 11.4 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 10.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 10.2 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.1 0.3% 6 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 10.1 2.2% 4 +0.6 pp +0.5 pp +0.8 pp +2.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.9 1.3% 4 +0.1 pp -0.0 pp -0.0 pp +1.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 9.4 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 9.3 6.4% 4 +0.3 pp +0.3 pp +0.3 pp +6.4 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 8.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 8.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 8.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 7.9 1.5% 4 +0.2 pp +0.1 pp -0.2 pp +1.5 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 7.9 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 7.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 7.8 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 7.4 3.5% 4 -0.0 pp -0.0 pp -0.2 pp +3.5 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 7.4 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 7.4 2.5% 4 +0.0 pp +0.2 pp +0.2 pp +2.5 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 7.2 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.0 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 6.7 2.0% 4 +0.3 pp +0.2 pp -0.1 pp +2.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 6.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 6.3 2.0% 4 +0.2 pp +0.1 pp +0.1 pp +2.0 pp
☆InvesTrust CIK 0002050848 0.267 95 6.1 2.6% 4 +0.3 pp +0.4 pp +0.4 pp +2.6 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 6.0 1.4% 4 +0.1 pp +0.0 pp -0.0 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.9 0.1% 4 +0.0 pp -0.0 pp -0.9 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.8 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 5.7 2.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 5.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 5.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 4.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.5 3.0% 4 -0.1 pp -0.1 pp -0.2 pp +3.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 4.5 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.4 1.3% 4 +0.1 pp +0.0 pp +0.0 pp +1.3 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 4.4 0.9% 4 +0.1 pp +0.8 pp +0.1 pp +0.9 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.3 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.2 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.2 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 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 3.9 1.3% 4 -0.4 pp -0.8 pp -0.4 pp +1.3 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 3.9 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.9 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 3.9 2.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 3.9 1.6% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.9 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.8 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 3.7 4.7% 4 +1.5 pp +1.6 pp +1.6 pp +4.7 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 3.7 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 3.7 2.8% 4 +0.0 pp -0.1 pp -0.2 pp +2.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 3.6 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.4 1.6% 4 +0.2 pp +0.1 pp -0.2 pp +1.6 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 3.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 3.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 3.1 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 3.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 3.1 2.3% 4 +0.1 pp +0.1 pp +0.4 pp +2.3 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 3.1 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆MidFirst Bank CIK 0002077076 0.526 943 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.9 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.8 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 2.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 2.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 2.6 1.4% 4 -0.1 pp -0.6 pp -0.6 pp +1.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 2.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.5 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 2.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 2.5 1.7% 4 +0.2 pp +0.3 pp +0.3 pp +1.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.4 1.1% 4 -0.6 pp -0.5 pp -1.0 pp +1.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.4 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.3 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.3 1.0% 5 +0.1 pp +0.2 pp +0.1 pp -0.3 pp
☆Codex Capital Asset Management L.L.C. CIK 0002030542 0.586 33 2.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 2.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 2.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.2 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 2.1 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 2.1 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 2.1 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.0 1.1% 4 -0.0 pp +0.1 pp +0.3 pp +1.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 2.0 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 2.0 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 2.0 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 1.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Allegheny Financial Group CIK 0001844148 0.553 305 1.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 1.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.7 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Columbia Bank CIK 0002017259 0.353 165 1.7 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 1.6 0.9% 4 +0.0 pp +0.0 pp +0.5 pp +0.9 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.6 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 1.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.6 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 1.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Keenan, LLC CIK 0002111703 0.676 45 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 1.3 2.0% 4 +0.2 pp -0.1 pp +0.1 pp +2.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.3 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 1.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.2 0.7% 1 +0.7 pp +0.7 pp +0.2 pp +0.7 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Thayer Partners, LLC / MA CIK 0002010185 0.568 100 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 1.1 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 1.0 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 1.0 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 0.9 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Busey Bank CIK 0001427202 0.741 388 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 0.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.8 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Tannin Capital LLC CIK 0002110834 0.151 169 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bonfire Financial CIK 0001762539 0.560 60 0.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆August Group Capital Ltd CIK 0002107394 0.210 95 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.6 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.379 383 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.5 0.1% 4 -0.0 pp -0.0 pp -1.6 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.5 0.4% 1 +0.4 pp -0.1 pp +0.4 pp +0.4 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.5 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.4 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.4 0.1% 2 -1.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.3 0.0% 4 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.2 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.2 0.0% 3 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Security National Bank CIK 0001719739 0.452 392 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Titan Wealth (CI) Ltd CIK 0002109452 0.285 51 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.246 316 0.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Capital Advisors LLC CIK 0002111719 0.541 62 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Capital Management, LLC CIK 0001901166 0.696 128 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 +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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.0% 0 +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% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.0 0.0% 0 -0.4 pp -0.8 pp -0.9 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -1.7 pp -1.7 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.0 0.0% 0 +0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -1.1 pp -1.1 pp -1.6 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -2.3 pp -2.3 pp -2.3 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 IJK). Qtrs Held counts distinct quarters this fund has actually held IJK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJK position size. Δ columns are the percentage-point change in IJK'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