Signals

JEPQ

916 in-universe funds with a nonzero position in JEPQ within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#277
Score / z0.720 / 1.01
Consensus299.19 over 632 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1022% / 1.7d ⚡

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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,375.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 1,308.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 865.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 740.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 476.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 292.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 237.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 228.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 196.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 167.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 114.0 1.9% 3 -0.8 pp -0.9 pp +1.9 pp +1.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 111.7 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 99.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 78.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 74.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 65.2 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 62.2 4.7% 3 -0.3 pp -0.3 pp +4.7 pp +4.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 48.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 38.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 34.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 34.2 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 33.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 26.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 20.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 19.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.5 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 15.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 11.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 9.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
COMERICA BANK CIK 0000901541 0.812 3711 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 8.0 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 7.4 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cadence Bank CIK 0001299939 0.688 332 6.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.8 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 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 4.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.8 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 3.4 1.6% 3 -0.0 pp +0.3 pp +1.6 pp +1.6 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 3.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.9 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 2.6 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 2.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.4 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 2.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Anchor Capital Management Group Inc CIK 0000894119 0.790 15 2.1 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 2.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 1.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.2 0.0% 3 +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 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bell Bank CIK 0001002672 0.895 195 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.6 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.5 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEARLE & CO. CIK 0000710127 0.281 194 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.3 0.0% 3 +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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 3 -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 0.2 0.0% 3 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.3 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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.1 pp -0.1 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
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -3.3 pp -3.1 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -2.7 pp -0.6 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -2.5 pp -2.6 pp +0.0 pp +0.0 pp
Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.9 pp -0.3 pp +0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 -1.4 pp -1.2 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 -1.4 pp -0.9 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.6 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -3.5 pp -3.4 pp +0.0 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -1.7 pp -1.9 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 0.0 0.0% 0 -6.3 pp -7.0 pp -7.7 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 -0.5 pp -0.0 pp +0.0 pp +0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.0 0.0% 0 -0.6 pp -0.3 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 -1.0 pp -0.6 pp +0.0 pp +0.0 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
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.0% 0 -0.6 pp -1.2 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +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% 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 +0.0 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.0 0.0% 0 -1.7 pp -1.8 pp +0.0 pp +0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 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
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.0 0.0% 0 -1.6 pp -2.0 pp +0.0 pp +0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.0 0.0% 0 -2.3 pp -2.1 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -4.9 pp -4.6 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 -2.1 pp -2.2 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 -2.5 pp -2.4 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.0 0.0% 0 -2.1 pp -1.8 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 -1.4 pp -1.3 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 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
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -0.8 pp -1.1 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -4.4 pp -1.3 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.0 0.0% 0 -1.2 pp -1.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 0 -3.8 pp -3.8 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 0.0 0.0% 0 -0.3 pp -0.9 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.1 pp -0.1 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
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -2.7 pp -2.9 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -6.6 pp -7.6 pp -6.6 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -1.5 pp -1.2 pp +0.0 pp +0.0 pp
Matisse Capital CIK 0001668256 0.148 158 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Melia Wealth LLC CIK 0001964047 0.479 23 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 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
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -1.7 pp -1.5 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RWQ Financial Management Services, Inc. CIK 0001846544 0.140 24 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.7 pp -0.7 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
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 -2.8 pp -7.5 pp +0.0 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 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 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -1.9 pp -0.7 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
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -1.1 pp -0.5 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.8 pp -0.6 pp +0.0 pp +0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.3 pp -0.8 pp +0.0 pp +0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
21 West Wealth Management LLC CIK 0002067541 0.319 65 0.0 0.0% 0 -5.4 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 -6.9 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 -1.7 pp -1.7 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 -1.4 pp -2.2 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 -4.3 pp -6.9 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
5T Wealth, LLC CIK 0002039313 0.300 134 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 -1.6 pp -2.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Clarendon Private LLC CIK 0001961628 0.221 124 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 -0.8 pp -0.6 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -1.8 pp +0.0 pp -1.6 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.0 0.0% 0 -1.1 pp -1.2 pp +0.0 pp +0.0 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.0 0.0% 0 -2.6 pp -2.2 pp -2.3 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -2.3 pp -0.7 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 0.0 0.0% 0 -11.7 pp -9.2 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 -1.8 pp -1.8 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.0 0.0% 0 -2.8 pp -2.7 pp +0.0 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 0.0 0.0% 0 -2.0 pp -1.9 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 0.0 0.0% 0 -2.7 pp -2.8 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.0 0.0% 0 -1.4 pp -1.5 pp +0.0 pp +0.0 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.0 0.0% 0 -0.5 pp -1.1 pp +0.0 pp +0.0 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palacios Wealth Management, LLC CIK 0002053829 0.522 76 0.0 0.0% 0 -2.9 pp -3.6 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 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 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.0 0.0% 0 -1.4 pp -0.5 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
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -3.2 pp -3.6 pp +0.0 pp +0.0 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.0 0.0% 0 -3.3 pp -3.1 pp +0.0 pp +0.0 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 -5.1 pp -8.6 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 -0.3 pp -3.0 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.0 0.0% 0 -6.6 pp -7.1 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.7 pp -0.5 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -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% 0 -0.0 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.0 0.0% 0 -2.6 pp -1.7 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.0% 0 -1.5 pp -1.2 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 -0.7 pp -2.2 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 -3.2 pp -3.1 pp +0.0 pp +0.0 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NCP Inc. CIK 0002023709 0.377 78 0.0 0.0% 0 -1.2 pp -1.4 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.7 pp -0.8 pp -1.2 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.8 pp -1.1 pp +0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 0.0 0.0% 0 -0.6 pp -14.2 pp +0.0 pp +0.0 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
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 -6.6 pp -6.2 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 -0.9 pp -1.2 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.2 pp -0.2 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
Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 0.0 0.0% 0 -3.2 pp -3.3 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -5.0 pp -7.5 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bay Rivers Group CIK 0001798924 0.313 125 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 0.0 0.0% 0 -1.2 pp -0.7 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.8 pp -0.6 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Socha Financial Group, LLC CIK 0001967966 0.891 14 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -1.0 pp -1.2 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.0 0.0% 0 -0.8 pp -1.1 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 -0.4 pp -0.6 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -1.9 pp -1.9 pp +0.0 pp +0.0 pp
James Reed Financial Services, Inc. CIK 0001911052 0.859 19 0.0 0.0% 0 -21.3 pp -21.1 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -1.8 pp -1.9 pp -2.3 pp +0.0 pp
Integras Partners LLC CIK 0002055384 0.140 100 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -2.3 pp -2.4 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 -0.5 pp -0.4 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 +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -2.1 pp -2.2 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -7.2 pp -7.3 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
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 0.0 0.0% 0 -1.4 pp -1.2 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 -7.8 pp -4.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.9 pp -2.2 pp +0.0 pp +0.0 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 -4.9 pp -5.1 pp +0.0 pp +0.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 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
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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 +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 -0.5 pp -3.3 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.0 0.0% 0 -0.9 pp -1.2 pp +0.0 pp +0.0 pp
Concorde Financial Corp CIK 0001911822 0.418 26 0.0 0.0% 0 -1.4 pp -1.4 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 0 -2.7 pp -2.8 pp +0.0 pp +0.0 pp
Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.0 0.0% 0 -1.9 pp -4.7 pp +0.0 pp +0.0 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.1 pp -0.8 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
Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.0 0.0% 0 -0.5 pp -0.5 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
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.0 0.0% 0 -2.2 pp -2.1 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 -1.5 pp -2.6 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.0 0.0% 0 -2.9 pp -2.5 pp +0.0 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 -2.3 pp -2.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 -1.7 pp -1.6 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Adalta Capital Management LLC CIK 0001698926 0.404 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 -1.2 pp -1.3 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
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.6 pp -1.0 pp +0.0 pp +0.0 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.6 pp -0.5 pp -0.7 pp -0.6 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp -1.6 pp +0.0 pp +0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -2.5 pp -2.5 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Raub Brock Capital Management LP CIK 0001554656 0.394 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 -0.3 pp -1.1 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.0 0.0% 0 -0.5 pp -0.5 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 JEPQ). Qtrs Held counts distinct quarters this fund has actually held JEPQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JEPQ position size. Δ columns are the percentage-point change in JEPQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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