Signals

← Signals

☆IMCG

499 in-universe funds with a nonzero position in IMCG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#462
Score / z0.429 / 0.50
Consensus152.67 over 283 funds
Momentum-0.17 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+6% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 295.5 2.2% 3 +0.2 pp +0.2 pp +2.2 pp +2.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 282.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 133.9 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 129.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 97.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 95.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.553 305 61.2 6.5% 5 +4.2 pp +4.6 pp +4.2 pp +4.2 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 56.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 42.4 4.5% 5 +0.3 pp +0.2 pp -0.2 pp -0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 37.3 4.7% 5 +0.1 pp +0.1 pp -0.0 pp -1.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 30.5 0.8% 5 -0.2 pp -0.8 pp -0.9 pp -1.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 30.1 0.2% 2 -0.4 pp +0.2 pp +0.2 pp -0.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 27.9 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 27.3 14.0% 5 +2.2 pp +3.0 pp +2.1 pp +1.8 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 25.9 3.0% 5 +0.4 pp +0.5 pp +0.9 pp +1.8 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 23.9 5.8% 5 +0.9 pp +0.6 pp +0.7 pp +0.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 23.3 2.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 22.1 2.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 20.5 5.1% 5 +0.0 pp +4.2 pp +4.2 pp +4.4 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 20.2 2.9% 5 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 20.2 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 19.3 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 19.1 3.2% 5 +0.2 pp -3.0 pp -3.6 pp -4.3 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 16.5 1.6% 5 +0.1 pp +0.2 pp -0.1 pp -0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 15.7 1.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 15.5 7.0% 5 +0.3 pp +1.1 pp +0.9 pp +0.6 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 14.8 6.6% 2 +0.6 pp +6.6 pp +6.6 pp +6.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 14.3 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 14.1 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 12.9 2.5% 5 +0.3 pp +0.5 pp +0.8 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 12.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 11.1 1.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.9 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 11.1 2.6% 6 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 11.1 3.6% 1 +3.6 pp +3.6 pp +0.7 pp -3.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 10.9 0.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 10.8 5.0% 5 +0.4 pp +1.1 pp +1.0 pp +1.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 10.2 4.1% 5 +0.5 pp +0.5 pp +0.3 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 8.3 5.0% 6 +0.4 pp +0.5 pp +0.3 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verde Capital Management CIK 0001802891 0.578 80 8.0 1.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 7.9 5.1% 5 +0.7 pp +0.6 pp +0.4 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 7.8 1.6% 5 +0.2 pp +0.7 pp +0.6 pp +0.8 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 7.2 1.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 7.2 2.0% 5 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 6.5 1.9% 5 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 6.4 5.6% 2 +0.8 pp +5.6 pp +5.6 pp +5.6 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 6.3 1.4% 5 +0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 6.1 1.9% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 5.8 2.7% 5 +0.3 pp +0.3 pp +0.1 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.6 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆American Trust CIK 0001905128 0.729 334 5.5 0.4% 5 -0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 5.5 0.7% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 5.5 1.9% 5 +0.1 pp -0.0 pp -2.9 pp -2.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 5.1 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 5.1 0.6% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 5.0 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.9 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 4.6 2.3% 5 +0.5 pp +0.6 pp +0.6 pp +1.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 4.2 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 4.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 4.0 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 4.0 1.8% 5 +0.1 pp +0.7 pp +1.6 pp +1.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 3.6 1.1% 4 +0.2 pp +0.3 pp +0.6 pp +1.1 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 3.3 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.2 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 3.1 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 3.0 1.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 2.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 2.7 0.8% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 2.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 2.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 2.2 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 2.1 1.3% 5 +0.3 pp +0.3 pp +0.4 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 2.1 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 2.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 2.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 1.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 1.9 1.2% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 1.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.7 1.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 1.7 0.6% 3 -0.3 pp -0.3 pp +0.6 pp +0.6 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.5 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.5 1.0% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.3 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 1.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 1.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CPWA, LLC CIK 0002134744 0.279 94 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.9 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 0.9 0.4% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.8 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.8 0.3% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.8 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.8 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.7 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.7 0.4% 6 -0.2 pp -0.8 pp -0.9 pp -0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.6 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.6 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.5 0.3% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.433 174 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 0.4 0.1% 5 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 0.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCG Investment Co CIK 0002011697 0.075 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.2 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +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% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 5 +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 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 5 +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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFAM, LLC CIK 0001713286 0.679 262 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 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 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 5 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -1.5 pp -1.5 pp -1.7 pp -4.5 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp -0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp +0.0 pp -11.6 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
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 -0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp -0.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 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
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp -0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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
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 IMCG). Qtrs Held counts distinct quarters this fund has actually held IMCG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IMCG position size. Δ columns are the percentage-point change in IMCG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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