Signals

← Signals

☆IQLT

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

Flow ranking

Rank#731
Score / z0.186 / 0.21
Consensus232.20 over 423 funds
Momentum-0.19 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-73% / 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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2,924.8 1.6% 1 +1.6 pp +1.6 pp -0.0 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 849.9 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 712.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 549.0 0.1% 5 +0.1 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 391.0 5.7% 5 +0.2 pp +0.5 pp +2.6 pp +2.5 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 372.9 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 309.8 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 305.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 303.4 4.0% 5 -0.4 pp -0.0 pp -0.0 pp -1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 233.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 213.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 204.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 157.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 138.4 0.2% 5 +0.0 pp +0.2 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 135.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 106.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 106.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 94.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 84.6 5.2% 5 -0.1 pp +1.6 pp +1.5 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 84.0 1.0% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 81.8 1.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 81.8 1.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 77.5 0.9% 6 -0.2 pp +0.1 pp +0.0 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 68.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 67.8 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 66.7 1.1% 5 -0.1 pp +0.0 pp +0.1 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 63.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 57.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 56.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 54.3 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 53.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 52.6 6.7% 5 +0.1 pp -0.0 pp +0.3 pp -0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 52.2 4.3% 5 +0.0 pp +0.1 pp -0.0 pp -0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 50.3 1.0% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 48.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 47.5 3.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 46.8 1.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 44.9 5.2% 5 -0.6 pp -0.7 pp -0.8 pp -1.9 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 44.3 3.1% 5 +0.0 pp -0.3 pp -0.3 pp -1.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 43.6 5.1% 5 -0.5 pp -0.6 pp -0.6 pp -0.9 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 43.3 12.9% 5 -0.2 pp -0.7 pp -0.2 pp -0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 40.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 40.3 6.7% 5 -0.0 pp +0.0 pp +0.3 pp +2.7 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 39.3 3.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 38.6 1.3% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.3 0.0% 6 -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 35.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 34.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 34.4 1.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 31.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 28.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 28.4 6.5% 5 +0.0 pp -0.5 pp -0.3 pp +0.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 26.8 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 26.6 5.0% 5 -0.9 pp -0.5 pp -0.0 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 26.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Valence8 US LP CIK 0001943819 0.534 15 26.1 8.7% 5 -5.0 pp -3.7 pp -5.2 pp -7.8 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 25.6 2.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 25.5 9.8% 5 -0.4 pp +0.5 pp +0.7 pp +0.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 25.4 1.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 23.9 2.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 23.6 3.5% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 23.3 1.4% 5 +0.0 pp +0.1 pp +0.5 pp +0.6 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 22.9 1.0% 5 +0.1 pp +0.7 pp +0.7 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 21.5 1.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 21.2 0.4% 5 +0.2 pp +0.2 pp -0.5 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 19.8 1.7% 5 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 19.5 1.3% 5 -0.2 pp -0.4 pp -0.4 pp -0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 19.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 19.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 18.8 11.3% 2 +0.7 pp +11.3 pp +11.3 pp +11.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 18.5 4.2% 7 -0.3 pp -0.1 pp +0.0 pp -0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 18.1 1.1% 5 +0.0 pp +0.6 pp +0.5 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 17.8 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 17.7 3.2% 5 -0.2 pp -0.4 pp -0.6 pp -0.9 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 17.4 5.5% 5 -0.0 pp +0.9 pp +1.0 pp +0.9 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 16.3 9.5% 5 +0.4 pp -0.2 pp -0.3 pp -3.8 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 15.8 5.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 15.7 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.7 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 15.5 1.5% 6 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 15.5 4.9% 5 -0.1 pp -0.3 pp -3.4 pp -3.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 15.2 1.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 15.1 1.1% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 14.7 2.8% 5 -1.0 pp -0.0 pp +0.0 pp -0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 14.6 0.8% 7 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 13.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 12.9 1.9% 5 -0.0 pp -0.4 pp -0.3 pp -0.1 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 12.8 1.7% 5 -0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 12.2 3.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 12.1 6.2% 2 -0.5 pp +6.2 pp +6.2 pp +6.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.6 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 11.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 11.1 1.8% 5 -0.0 pp -0.1 pp -0.1 pp -7.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.0 1.6% 5 -0.1 pp -0.5 pp -0.4 pp -0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 10.6 8.2% 2 +0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 10.6 5.3% 5 -0.8 pp -0.2 pp +0.3 pp +1.6 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 10.5 0.6% 5 -0.2 pp -0.2 pp +0.1 pp -0.1 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 10.4 1.1% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 10.3 8.4% 2 -0.3 pp +8.4 pp +8.4 pp +8.4 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 10.0 5.2% 5 +1.0 pp +1.9 pp +2.6 pp +2.7 pp
☆Clearview Wealth Management LLC CIK 0001857588 0.564 62 9.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 9.4 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 9.3 5.9% 5 -0.2 pp -0.4 pp -0.4 pp -0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 9.0 1.8% 5 +0.0 pp +0.2 pp +0.7 pp +0.6 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.9 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 8.9 1.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 8.7 0.1% 5 -0.1 pp -1.7 pp -1.6 pp -1.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 8.1 1.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 8.0 1.0% 5 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 8.0 1.5% 5 +0.3 pp +0.9 pp +1.5 pp +1.5 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.8 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 7.7 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 7.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 7.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 7.3 4.4% 5 -0.1 pp +0.4 pp +0.6 pp +1.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.1 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 7.0 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calydon Capital CIK 0001759271 0.373 277 6.7 1.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 6.6 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 6.5 1.6% 5 -0.3 pp -0.6 pp -3.9 pp -4.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 6.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 6.5 1.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.453 126 6.3 2.8% 5 +0.2 pp +0.6 pp +0.8 pp +1.3 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 6.3 1.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 6.2 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 6.1 1.7% 5 -0.8 pp -1.2 pp -1.1 pp -1.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 6.1 3.6% 6 -0.8 pp -0.9 pp -1.4 pp -1.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.0 0.1% 5 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.9 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 5.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.7 1.7% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 5.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 5.5 2.5% 5 -1.2 pp -1.2 pp -1.1 pp -1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.5 0.1% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 5.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 5.4 1.9% 5 -2.3 pp -2.3 pp -2.8 pp -7.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.2 2.1% 6 -0.1 pp +0.2 pp +0.5 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 5.1 2.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.9 2.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆PALLADIEM, LLC CIK 0001629271 0.040 136 4.9 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SFM, LLC CIK 0002064225 0.428 69 4.8 2.5% 7 +0.0 pp +0.2 pp +0.3 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 4.7 2.9% 4 +0.0 pp +0.1 pp +0.4 pp +2.9 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 4.7 1.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 4.6 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 4.5 1.6% 4 +0.1 pp +0.3 pp +0.3 pp +1.6 pp
☆ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 4.5 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 4.5 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 4.5 0.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.4 1.1% 5 -0.3 pp -0.7 pp -0.8 pp -1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 4.1 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.8 1.7% 5 -0.1 pp -0.1 pp -0.4 pp -0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.7 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 3.6 2.4% 5 -0.1 pp +0.1 pp -0.0 pp -1.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 3.5 1.6% 4 -0.0 pp -0.0 pp +0.1 pp +1.6 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 3.5 1.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 3.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 3.3 1.1% 5 +0.3 pp +0.6 pp +0.4 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 3.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 3.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 3.1 0.4% 5 -0.1 pp -0.5 pp -0.8 pp -0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 3.1 0.9% 4 +0.3 pp +0.3 pp +0.5 pp +0.9 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.1 1.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.0 0.7% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 3.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 2.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.9 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.8 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 2.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp -0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 2.7 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 2.7 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lifetime Wealth Management P.C. CIK 0002116339 0.263 90 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.7 1.2% 7 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 2.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.6 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 2.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 2.3 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 2.3 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.3 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 2.2 0.8% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.2 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 2.2 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.1 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.0 1.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 1.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.8 0.9% 5 -1.2 pp -1.2 pp -1.2 pp -1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.7 0.2% 1 +0.2 pp -1.7 pp -1.7 pp -1.7 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.7 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -2.5 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Box Hill Private Wealth LLC CIK 0002094120 0.392 67 1.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 1.7 1.4% 5 -0.3 pp -0.6 pp -0.5 pp -0.7 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 1.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 1.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 1.6 1.1% 4 -0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.6 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 1.6 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.6 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.6 0.5% 6 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.6 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 1.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.5 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 1.4 0.3% 2 -1.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.4 0.4% 6 -0.1 pp -0.1 pp +0.2 pp -0.5 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 1.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.3 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 1.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 1.2 0.6% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Trust Co CIK 0001632554 0.769 908 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.1 0.6% 5 -0.3 pp -0.4 pp -0.5 pp -1.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 5 -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 1.0 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 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 1.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Avail Investment Partners, LLC CIK 0002134779 0.054 199 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 1.0 0.6% 5 -0.2 pp -0.5 pp -0.6 pp -0.7 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.0 0.3% 1 +0.3 pp -2.6 pp -4.9 pp -5.6 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Go Invest LLC CIK 2139692 0.913 129 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.7 0.2% 5 -0.0 pp -2.1 pp -2.1 pp -2.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crescent Sterling, Ltd. CIK 0001962005 0.216 85 0.7 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.7 0.5% 4 +0.1 pp +0.2 pp +0.1 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.7 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.6% 3 +0.4 pp +0.1 pp +0.6 pp +0.6 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.5 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 5 -0.3 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.5 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.211 86 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.5 0.3% 5 -4.9 pp -4.7 pp -4.6 pp -4.7 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.5 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.5 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 0.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners Retirement Plan Advisors LLC CIK 0002128338 0.503 34 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.4 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 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 0.3 0.2% 2 -1.5 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 4 -0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.168 192 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.3 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.1% 5 -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
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Money Management, LLC CIK 0001600085 0.433 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -3.4 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 -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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 +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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +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
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +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
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -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% 5 -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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 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
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 5 -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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 2 +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% 2 +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
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 3 -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% 5 -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% 2 -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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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
☆ARWA LLC CIK 0002113621 0.167 139 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.0 0.0% 0 +0.0 pp -1.3 pp -0.9 pp -1.0 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
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -2.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 +0.0 pp -3.3 pp -3.3 pp -3.3 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.9 pp -1.4 pp -1.5 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -10.2 pp -12.7 pp -13.0 pp -13.6 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
☆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
☆Burk Holdings LLC CIK 0002079815 0.521 640 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
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 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 -0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 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
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆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
☆Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.6 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -1.5 pp -1.1 pp -1.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 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
☆Glassman Wealth Services CIK 0001642160 0.931 236 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 -0.1 pp -0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -17.0 pp -13.3 pp -9.7 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 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 IQLT). Qtrs Held counts distinct quarters this fund has actually held IQLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IQLT position size. Δ columns are the percentage-point change in IQLT'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