Signals

← Signals

☆LMBS

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

Flow ranking

Rank#922
Score / z0.104 / 0.11
Consensus134.16 over 287 funds
Momentum-0.26 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+43% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 784.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 684.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 284.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 247.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 212.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 167.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 136.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 105.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 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 101.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 90.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 76.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 67.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 65.5 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 56.7 2.9% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 47.4 3.5% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 44.9 6.9% 5 -1.2 pp -0.0 pp +2.7 pp +2.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 44.9 1.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 41.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 35.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 32.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 30.9 1.6% 5 -0.2 pp +0.3 pp +0.5 pp -0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 28.6 1.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 28.3 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 27.9 1.7% 7 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 26.1 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 25.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 24.0 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 23.5 2.7% 5 -0.1 pp -0.2 pp +0.0 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 22.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 22.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 21.0 7.0% 5 -1.0 pp -0.8 pp -0.7 pp -0.9 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 20.9 2.4% 5 -0.1 pp -0.1 pp -0.5 pp -0.4 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 18.6 2.8% 4 +0.0 pp +1.2 pp +2.7 pp +2.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 17.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆TL Private Wealth CIK 0001802868 0.876 54 17.4 6.4% 5 -0.3 pp -0.0 pp -0.2 pp +0.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 17.2 1.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 17.0 2.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 16.7 3.4% 5 -0.4 pp +0.0 pp +0.1 pp -0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 15.8 3.8% 5 -0.3 pp -0.2 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 15.6 1.0% 5 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 15.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 14.8 2.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Carter Financial, LLC CIK 0002115533 0.799 33 13.5 10.1% 2 -0.2 pp +10.1 pp +10.1 pp +10.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 13.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 13.3 4.5% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 13.0 1.2% 5 -0.1 pp +0.3 pp +0.3 pp +0.7 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 13.0 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 12.9 2.4% 5 -0.9 pp -0.7 pp -0.3 pp +0.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.6 0.2% 4 +0.0 pp -0.6 pp -1.3 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.9 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 11.8 4.8% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.5 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 11.2 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 11.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 10.9 0.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 10.9 1.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 10.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 10.3 2.1% 5 -0.3 pp -0.5 pp -0.9 pp -1.3 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 10.0 3.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 9.6 1.1% 1 +1.1 pp +1.1 pp +0.0 pp -0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 9.6 2.6% 6 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 9.4 1.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 8.9 4.1% 5 -0.7 pp +1.0 pp -0.3 pp -0.1 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 8.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 8.7 1.9% 5 -1.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.2 0.2% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 7.5 1.7% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 7.5 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 7.4 2.7% 5 -0.3 pp -2.2 pp -2.2 pp -1.9 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 7.3 5.0% 5 -0.4 pp -0.3 pp -0.3 pp -0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.9 2.5% 5 -0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.8 1.9% 5 -0.2 pp -0.1 pp -0.7 pp -0.8 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 6.7 1.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.5 3.8% 5 -0.6 pp -1.6 pp -0.8 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 6.4 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 6.3 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 6.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 5.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 4.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.7 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.4 2.1% 5 -0.1 pp -2.2 pp +0.1 pp +0.2 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 4.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 4.3 2.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.0 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 4.0 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.0 0.3% 5 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 3.6 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 3.4 1.0% 3 -0.4 pp -0.3 pp +1.0 pp +1.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 3.4 2.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 3.4 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 3.3 1.8% 5 -0.2 pp +1.4 pp +1.3 pp +1.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 3.3 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 3.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.2 0.2% 4 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 3.1 1.5% 5 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.2% 5 -0.1 pp -0.3 pp +0.1 pp +0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 3.0 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 3.0 1.1% 5 -0.1 pp +0.1 pp -0.5 pp -0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 2.9 0.4% 3 -1.9 pp +0.4 pp +0.4 pp +0.3 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 2.8 0.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 2.7 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.7 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 2.7 1.0% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.6 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.5 1.8% 6 -0.4 pp -0.5 pp -0.7 pp -0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.4 0.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 2.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.4 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.4 0.7% 5 -0.4 pp -0.3 pp +0.4 pp +0.5 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 2.3 1.2% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 2.3 1.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.3 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.2 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.1 0.6% 5 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.1 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 2.0 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 2.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 1.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.9 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 1.9 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.8 1.1% 5 -0.2 pp -0.2 pp -0.4 pp -0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 1.8 1.0% 5 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.8 0.4% 5 -0.1 pp -0.4 pp -0.3 pp -0.2 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 1.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 1.8 1.5% 6 -0.2 pp -0.1 pp +0.0 pp -0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.7 0.1% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.6 0.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.6 0.8% 6 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 1.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.6 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 1.6 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.5 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.5 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.3 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.1 0.2% 1 +0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 1.1 1.0% 1 +1.0 pp +1.0 pp +0.7 pp +0.7 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 1.1 0.2% 5 -0.5 pp -1.0 pp -1.0 pp -0.7 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 1.0 0.9% 5 -0.1 pp -0.2 pp -0.0 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.0 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 1.0 1.4% 1 +1.4 pp +0.6 pp +0.6 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.9 0.3% 5 -0.0 pp -0.1 pp -0.5 pp -0.6 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.9 0.3% 6 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.8 0.6% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.8 0.3% 5 -0.1 pp -0.2 pp -2.5 pp -2.8 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.6 0.7% 4 -0.0 pp +0.5 pp +0.6 pp +0.7 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.6 0.5% 5 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.6 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.4 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.4 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.5 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.4 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.3 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.5 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.3 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.3 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.3 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alessandra Capital Management, LLC CIK 0002132506 0.142 127 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 0.2 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 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 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 -0.0 pp -0.0 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.2 pp -0.4 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -1.2 pp -1.2 pp -1.1 pp -1.3 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.6 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.5 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 +0.0 pp +0.0 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
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -3.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -2.0 pp -1.8 pp -1.6 pp -1.5 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
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.4 pp -0.2 pp -0.5 pp -0.6 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆FMR LLC CIK 0000315066 0.989 5571 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
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 0.0 0.0% 0 -2.3 pp -2.5 pp -5.2 pp -5.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.6 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 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 -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -2.4 pp -3.5 pp -4.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp -2.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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 LMBS). Qtrs Held counts distinct quarters this fund has actually held LMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LMBS position size. Δ columns are the percentage-point change in LMBS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status