Signals

← Signals

☆JNK

582 in-universe funds with a nonzero position in JNK within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23895
Score / z-0.081 / -0.12
Consensus194.67 over 375 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,240.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 537.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 511.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 341.4 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 284.2 5.1% 2 +0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 277.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 204.9 8.4% 2 -6.8 pp +8.4 pp +8.4 pp +8.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 192.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 176.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 147.2 0.0% 2 +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 143.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 119.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Man Group plc CIK 0001637460 0.631 2032 117.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 114.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 113.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 101.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 99.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 99.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 97.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 86.5 0.1% 2 +0.0 pp +0.1 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 81.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 78.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 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 72.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 63.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 56.6 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 51.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 47.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 47.5 6.8% 2 -0.7 pp +6.8 pp +6.8 pp +6.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 43.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 39.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 33.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 32.5 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 28.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 26.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 26.6 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 25.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 25.5 4.2% 2 +0.9 pp +4.2 pp +4.2 pp +4.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 24.5 11.9% 2 -6.7 pp +11.9 pp +11.9 pp +11.9 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 24.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 23.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 18.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 17.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 15.4 10.2% 2 +3.9 pp +10.2 pp +10.2 pp +10.2 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 13.7 4.6% 2 +0.5 pp +4.6 pp +4.6 pp +4.6 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 13.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 12.3 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 11.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 10.5 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 10.4 9.3% 2 +1.0 pp +9.3 pp +9.3 pp +9.3 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 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 10.0 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 9.7 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Somnio Financial Group, LLC CIK 0002034894 0.874 14 9.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 7.8 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 7.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 7.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 6.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 6.2 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 6.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 6.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 5.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 4.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 4.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 4.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 4.2 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 3.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 3.3 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.1 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 2.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 2.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 2.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 2.2 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 2.0 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 2.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 2.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 2.0 0.6% 2 -0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 1.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 1.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 1.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 1.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.8 0.2% 4 -0.3 pp -0.5 pp -0.6 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.7 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.7 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 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 4 -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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.1 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 -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
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 2 -0.0 pp +0.0 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 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
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 -0.2 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
☆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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 0.0 0.0% 0 -5.3 pp +0.0 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 0.0 0.0% 0 -1.5 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
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 0.0 0.0% 0 -0.0 pp +0.0 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
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp +0.0 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 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
☆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
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 -0.3 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 JNK). Qtrs Held counts distinct quarters this fund has actually held JNK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JNK position size. Δ columns are the percentage-point change in JNK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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