☆MEAR
Flow ranking
Rank#2306
Score / z0.002 / -0.01
Consensus87.06 over 151 funds
Momentumnot computed
Price & positioning
224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
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.
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 | 167.6 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Rockwood Wealth Management, LLC CIK 0001983670 | 0.946 | 131 | 119.4 | 7.5% | 5 | -0.7 pp | -0.7 pp | -0.6 pp | -0.9 pp |
| ☆Resonant Capital Advisors, LLC CIK 0001803236 | 0.643 | 538 | 90.9 | 4.3% | 5 | -0.1 pp | +0.5 pp | +0.3 pp | +0.4 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 | 71.2 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 53.1 | 0.1% | 5 | -0.0 pp | -0.1 pp | -0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 38.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 34.5 | 0.2% | 5 | -0.1 pp | -0.2 pp | -0.1 pp | -0.2 pp |
| ☆Foster Group, Inc. CIK 0001841544 | 0.874 | 318 | 30.9 | 0.8% | 5 | -0.1 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 26.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 23.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ullmann Wealth Partners Group, LLC CIK 0001697725 | 0.813 | 174 | 22.4 | 2.0% | 5 | -0.2 pp | -0.3 pp | -0.5 pp | -0.5 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 17.2 | 0.0% | 6 | -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 | 14.7 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Smart Money Group LLC CIK 0001728866 | 0.774 | 86 | 14.4 | 3.7% | 5 | +1.4 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆Dynasty Wealth Management, LLC CIK 0001727599 | 0.918 | 367 | 13.1 | 0.1% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Quotient Wealth Partners, LLC CIK 0002004904 | 0.915 | 409 | 11.4 | 0.3% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 10.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 10.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 9.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆55 North Private Wealth, LLC CIK 0002106457 | 0.556 | 304 | 9.6 | 1.9% | 2 | +0.7 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 9.1 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Pine Harbor Wealth Management, LLC CIK 0002016051 | 0.763 | 112 | 8.7 | 2.3% | 5 | -0.3 pp | -0.4 pp | -0.7 pp | -1.1 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 6.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DeLarme Wealth Management, Inc. CIK 0002070361 | 0.561 | 68 | 6.4 | 3.7% | 2 | -0.3 pp | +3.7 pp | +3.7 pp | +3.7 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 5.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Investment Consultants, LLC CIK 0001665337 | 0.427 | 269 | 5.7 | 1.1% | 5 | +0.2 pp | +0.3 pp | +0.5 pp | +0.3 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 5.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 5.5 | 0.2% | 3 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 | 0.564 | 309 | 4.5 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 4.3 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 | 0.619 | 424 | 4.1 | 0.2% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 4.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cresta Advisors, Ltd. CIK 0001947670 | 0.684 | 54 | 4.0 | 1.4% | 3 | -0.2 pp | +0.4 pp | +1.4 pp | +1.4 pp |
| ☆Willis Johnson & Associates, Inc. CIK 0001853239 | 0.879 | 102 | 3.6 | 0.2% | 5 | -0.0 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 | 0.374 | 81 | 3.5 | 0.6% | 5 | -0.1 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Elmwood Wealth Management, Inc. CIK 0001731927 | 0.275 | 200 | 3.4 | 0.9% | 5 | -0.4 pp | -0.6 pp | -0.6 pp | -0.7 pp |
| ☆Richard P Slaughter Associates Inc CIK 0001811783 | 0.599 | 101 | 3.0 | 0.6% | 5 | -0.4 pp | -0.5 pp | -0.5 pp | -0.3 pp |
| ☆Beacon Pointe Advisors, LLC CIK 0001744317 | 0.792 | 1868 | 2.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 2.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 2.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 | 0.973 | 4274 | 2.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Horizon Wealth Management, LLC CIK 0001815123 | 0.198 | 148 | 2.6 | 0.3% | 5 | -0.1 pp | -0.2 pp | -0.1 pp | -0.2 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 2.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 | 0.475 | 410 | 2.4 | 0.2% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aprio Wealth Management, LLC CIK 0001803519 | 0.465 | 635 | 2.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 2.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 2.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Meeder Advisory Services, Inc. CIK 0001792167 | 0.645 | 742 | 2.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 2.2 | 0.0% | 6 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Flagship Private Wealth, LLC CIK 0001842560 | 0.482 | 115 | 2.2 | 0.8% | 5 | -0.2 pp | -0.0 pp | -0.1 pp | -0.4 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 2.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 2.1 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Highland Financial Advisors, LLC CIK 0001939237 | 0.690 | 73 | 2.1 | 0.5% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆Sovran Advisors, LLC CIK 0002051471 | 0.318 | 615 | 2.1 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.3 pp |
| ☆Asset Allocation Strategies LLC CIK 0001922879 | 0.395 | 177 | 2.1 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 | 0.192 | 70 | 2.0 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 1.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 | 0.663 | 277 | 1.9 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Summit Wealth Partners, LLC CIK 0002033312 | 0.391 | 280 | 1.9 | 0.3% | 5 | -0.0 pp | -0.1 pp | -0.0 pp | -0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 1.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Core Wealth Advisors, Inc. CIK 0001770532 | 0.783 | 126 | 1.8 | 0.4% | 5 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Henderson Brothers Financial Partners, LLC CIK 0002064329 | 0.411 | 77 | 1.7 | 0.8% | 2 | +0.0 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆HILL ISLAND FINANCIAL LLC CIK 0001909798 | 0.767 | 93 | 1.7 | 0.4% | 5 | -0.1 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 1.7 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 1.6 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 | 0.837 | 846 | 1.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lakeridge Wealth Management LLC CIK 0002012028 | 0.197 | 188 | 1.6 | 0.6% | 2 | -0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 1.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Evernest Financial Advisors, LLC CIK 0002009530 | 0.479 | 191 | 1.6 | 0.3% | 5 | +0.0 pp | +0.1 pp | +0.1 pp | +0.0 pp |
| ☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 | 0.748 | 312 | 1.6 | 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 | 1.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 1.5 | 0.0% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Valeo Financial Advisors, LLC CIK 0001722641 | 0.854 | 809 | 1.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 1.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KWMG, LLC CIK 0001633024 | 0.515 | 153 | 1.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 1.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Five Pine Wealth Management CIK 0002041807 | 0.682 | 51 | 1.4 | 0.8% | 5 | -0.2 pp | -0.2 pp | -0.1 pp | -0.2 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 1.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆BETO FINANCIAL GROUP, LLC CIK 0002104828 | 0.175 | 154 | 1.3 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆MMA ASSET MANAGEMENT LLC CIK 0001842667 | 0.332 | 181 | 1.3 | 0.4% | 3 | -0.1 pp | -0.0 pp | +0.4 pp | +0.4 pp |
| ☆D.A. DAVIDSON & CO. CIK 0001080107 | 0.852 | 1579 | 1.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Syntegra Private Wealth Group, LLC CIK 0001964298 | 0.862 | 202 | 1.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone Financial Management LLC CIK 0002110329 | 0.219 | 1471 | 1.2 | 1.0% | 2 | -0.1 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆VestGen Advisors, LLC CIK 0002050130 | 0.463 | 1075 | 1.2 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆McKinley Carter Wealth Services, Inc. CIK 0001484265 | 0.685 | 317 | 1.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Alexander Randolph Advisory, Inc. CIK 0000874816 | 0.456 | 41 | 1.2 | 0.9% | 5 | -0.2 pp | -0.2 pp | -0.4 pp | -0.4 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 1.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DORVAL Corp CIK 0001999144 | 0.667 | 49 | 1.1 | 0.3% | 5 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.602 | 2512 | 1.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆One Capital Management, LLC CIK 0001606588 | 0.779 | 522 | 1.0 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Columbia River Financial Group, LLC CIK 0002057074 | 0.514 | 58 | 1.0 | 0.6% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Chicago Partners Investment Group LLC CIK 0001563525 | 0.610 | 1521 | 1.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BDFS Capital LLC CIK 0002112636 | 0.430 | 116 | 1.0 | 0.4% | 2 | +0.3 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Total Clarity Wealth Management, Inc. CIK 0001804909 | 0.110 | 361 | 1.0 | 0.2% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 1.0 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Objective Capital Management, LLC CIK 0001924152 | 0.294 | 102 | 0.9 | 0.8% | 6 | -0.0 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Keystone Financial Group, Inc. CIK 0002053642 | 0.466 | 122 | 0.9 | 0.5% | 5 | -0.7 pp | -1.6 pp | -1.8 pp | -1.8 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.615 | 252 | 0.9 | 0.1% | 6 | -0.0 pp | -0.2 pp | -0.3 pp | -0.3 pp |
| ☆4J Wealth Management LLC CIK 0001840775 | 0.383 | 111 | 0.8 | 0.4% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 0.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.1 pp |
| ☆Redhawk Wealth Advisors, Inc. CIK 0001535811 | 0.085 | 408 | 0.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kathmere Capital Management, LLC CIK 0001794543 | 0.522 | 671 | 0.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Clarity Asset Management, Inc. CIK 0001756759 | 0.213 | 66 | 0.8 | 0.4% | 5 | -1.2 pp | -1.4 pp | -1.4 pp | -1.5 pp |
| ☆Daybright Advisory Services, Inc. CIK 0002107111 | 0.532 | 145 | 0.7 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆SYKON CAPITAL LLC CIK 0001988408 | 0.008 | 112 | 0.7 | 0.2% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.2 pp |
| ☆Avestar Capital, LLC CIK 0001704404 | 0.627 | 490 | 0.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 | 0.521 | 1056 | 0.6 | 0.1% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Fourth Dimension Wealth, LLC CIK 0002056691 | 0.166 | 679 | 0.6 | 0.2% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Vertex Planning Partners, LLC CIK 0001942341 | 0.551 | 158 | 0.6 | 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 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 0.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sharkey, Howes & Javer CIK 0001642246 | 0.446 | 162 | 0.6 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Chatterton & Associates Inc. CIK 0002102688 | 0.174 | 101 | 0.5 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Strategic Financial Concepts, LLC CIK 0001870686 | 0.074 | 239 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Forum Financial Management, LP CIK 0001911832 | 0.978 | 352 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Vestmark Advisory Solutions, Inc. CIK 0001736982 | 0.556 | 1464 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HB Wealth Management, LLC CIK 0001911253 | 0.932 | 1701 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nuveen, LLC CIK 0001871926 | 0.966 | 3735 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Client First Capital LLC CIK 0001822065 | 0.803 | 26 | 0.5 | 0.2% | 5 | -0.0 pp | -0.2 pp | -0.0 pp | -0.2 pp |
| ☆IHT Wealth Management, LLC CIK 0001697490 | 0.413 | 1236 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighPoint Advisor Group LLC CIK 0001616034 | 0.583 | 691 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dynamic Advisor Solutions LLC CIK 0001599747 | 0.500 | 1030 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Csenge Advisory Group CIK 0001715593 | 0.550 | 760 | 0.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Savant Capital, LLC CIK 0001482880 | 0.851 | 1836 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cross Staff Investments Inc CIK 0001900406 | 0.105 | 133 | 0.4 | 0.2% | 5 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆WEALTH ALLIANCE, LLC CIK 0001793904 | 0.335 | 573 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BENJAMIN EDWARDS INC CIK 0001451623 | 0.583 | 1416 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Argent Trust Co CIK 0001625292 | 0.533 | 769 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Financial Plan, Inc. CIK 0002107584 | 0.868 | 95 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Southeast Asset Advisors, LLC CIK 0001390003 | 0.703 | 225 | 0.4 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.4 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Milestone Investment Advisors LLC CIK 0001967018 | 0.576 | 141 | 0.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SEEDS INVESTOR LLC CIK 0002021047 | 0.225 | 379 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆MRP Capital Investments, LLC CIK 0001964831 | 0.122 | 223 | 0.4 | 0.3% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 0.3 | 0.1% | 6 | -0.0 pp | +0.0 pp | -0.0 pp | -0.1 pp |
| ☆Iowa State Bank CIK 0001546967 | 0.467 | 118 | 0.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆KM Capital Management Ltd. CIK 0001963514 | 0.174 | 48 | 0.3 | 0.2% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆TAGStone Capital, Inc. CIK 0001903044 | 0.437 | 139 | 0.3 | 0.1% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Mallini Complete Financial Planning LLC CIK 0002049540 | 0.228 | 70 | 0.3 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.2 pp |
| ☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 | 0.558 | 85 | 0.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆BCGM Wealth Management, LLC CIK 0001830467 | 0.218 | 182 | 0.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Heritage Wealth Management, Inc./Texas CIK 0001966400 | 0.866 | 44 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Capital Advisors, Ltd. LLC CIK 0001597878 | 0.602 | 1518 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Advisor Solutions, LLC CIK 0001868872 | 0.885 | 1243 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 | 0.459 | 211 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆VERITY Wealth Advisors CIK 0001763138 | 0.612 | 81 | 0.3 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.2 pp |
| ☆WealthBridge Capital Management, LLC CIK 0001767313 | 0.463 | 235 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BlackDiamond Wealth Management, LLC CIK 0001903059 | 0.164 | 225 | 0.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Charter Capital Management, LLC\DE CIK 0002076040 | 0.786 | 75 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Lantz Financial LLC CIK 0001766883 | 0.334 | 259 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 | 0.586 | 102 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Zhang Financial LLC CIK 0001776290 | 0.816 | 392 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LEIGH BALDWIN & CO., LLC CIK 0000946629 | 0.190 | 182 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | -0.0 pp | +0.1 pp |
| ☆Lionshead Wealth Management, LLC CIK 0002056752 | 0.224 | 112 | 0.3 | 0.2% | 3 | -0.0 pp | -0.2 pp | +0.2 pp | +0.2 pp |
| ☆SAX WEALTH ADVISORS, LLC CIK 0001846150 | 0.630 | 537 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Professional Financial Advisors, LLC CIK 0001798221 | 0.533 | 146 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 | 0.476 | 538 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Valmark Advisers, Inc. CIK 0001380443 | 0.907 | 726 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dorsey & Whitney Trust CO LLC CIK 0001384042 | 0.505 | 730 | 0.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 | 0.245 | 875 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Independent Wealth Network Inc. CIK 0001891240 | 0.224 | 338 | 0.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Strathmore Capital Advisors, Inc. CIK 0002021703 | 0.711 | 142 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Avidian Wealth Enterprises, LLC CIK 0001471474 | 0.738 | 722 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LEGACY SOLUTIONS, LLC CIK 0002053314 | 0.410 | 88 | 0.2 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆UNIQUE WEALTH, LLC CIK 0001957124 | 0.538 | 201 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WEBSTER BANK, N. A. CIK 0001105837 | 0.616 | 698 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Snowden Capital Advisors LLC CIK 0001903055 | 0.533 | 1333 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.2 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLUELINE ADVISORS LLC CIK 0002110066 | 0.483 | 260 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MATHER GROUP, LLC. CIK 0001527641 | 0.713 | 1894 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.1 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Centennial Bank/AR/ CIK 0001994744 | 0.261 | 341 | 0.1 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CVA Family Office, LLC CIK 0001802084 | 0.571 | 1801 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CX Institutional CIK 0001737089 | 0.437 | 1568 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.1 | 0.0% | 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 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Harbor Asset Planning, Inc. CIK 0002077050 | 0.237 | 416 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 0.412 | 2359 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 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 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Signature Equity Partners, LLC CIK 0002109813 | 0.088 | 1571 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆City State Bank CIK 0001910666 | 0.322 | 809 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 | 0.419 | 345 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 | 0.585 | 715 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Pinnacle Bancorp, Inc. CIK 0001703383 | 0.305 | 921 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 | 0.797 | 1591 | 0.0 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Betterment LLC CIK 0001633901 | 0.437 | 675 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Blue Trust, Inc. CIK 0001856022 | 0.912 | 2446 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIXIS ADVISORS, LLC CIK 0001018331 | 0.079 | 1819 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Wealth Advisors LLC CIK 0002107449 | 0.382 | 260 | 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 |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆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 |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Wealth Partners, Ltd. CIK 0001720777 | 0.444 | 1460 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Portfolio Design Labs, LLC CIK 0002010278 | 0.229 | 227 | 0.0 | 0.0% | 0 | -1.0 pp | -0.9 pp | -1.0 pp | -1.2 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 |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DGS Capital Management, LLC CIK 0001900110 | 0.204 | 619 | 0.0 | 0.0% | 0 | -1.1 pp | -0.9 pp | -0.9 pp | -0.8 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Skyline Advisors, Inc. CIK 0001843832 | 0.275 | 123 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | -1.2 pp |
| ☆Bellecapital International Ltd. CIK 0001600152 | 0.411 | 123 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | -0.2 pp | +0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Belpointe Asset Management LLC CIK 0001721242 | 0.443 | 1121 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆BESSEMER GROUP INC CIK 0001054074 | 0.063 | 2558 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Crossmark Global Holdings, Inc. CIK 0001539204 | 0.649 | 1261 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Insight Inv LLC CIK 0001909322 | 0.208 | 109 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.2 pp | -0.2 pp |
| ☆BSW Wealth Partners CIK 0001512601 | 0.641 | 331 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆PEOPLES BANK /OH CIK 0000934866 | 0.385 | 100 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆Perennial Investment Advisors, LLC CIK 0001801523 | 0.496 | 561 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.1 pp |
| ☆OpenArc Corporate Advisory, LLC CIK 0002111345 | 0.753 | 789 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆McAdam, LLC CIK 0001695490 | 0.802 | 516 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆PINNACLE ASSOCIATES LTD CIK 0000743127 | 0.694 | 967 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stokes Family Office, LLC CIK 0001802278 | 0.331 | 272 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 | 0.543 | 572 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Pineridge Advisors LLC CIK 0002012421 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.1 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.0 | 0.0% | 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 |
| ☆WealthTrak Capital Management LLC CIK 0002052710 | 0.237 | 77 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 | 0.455 | 1522 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Briaud Financial Planning Inc CIK 0001800586 | 0.831 | 42 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Obsidian Personal Planning Solutions LLC CIK 0001909128 | 0.474 | 119 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -1.2 pp | -1.3 pp |
| ☆Crewe Advisors LLC CIK 0001730033 | 0.734 | 1135 | 0.0 | 0.0% | 0 | -1.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Graypoint LLC CIK 0001794198 | 0.550 | 526 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Ascent Group, LLC CIK 0001913231 | 0.508 | 808 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | -0.2 pp | -0.2 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 | 0.674 | 2444 | 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 |
| ☆First Citizens Financial Corp CIK 0001800597 | 0.303 | 139 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 pp | -0.7 pp |
| ☆Visionary Wealth Advisors CIK 0001802984 | 0.494 | 666 | 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 |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 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 |
| ☆Opal Wealth Advisors, LLC CIK 0001844201 | 0.649 | 224 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 | 0.608 | 142 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Kestra Investment Management, LLC CIK 0001962449 | 0.716 | 519 | 0.0 | 0.0% | 0 | +0.0 pp | -0.5 pp | -0.6 pp | -0.7 pp |
| ☆Towneley Capital Management, Inc / DE CIK 0002004980 | 0.878 | 46 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 | 0.424 | 999 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Shum Financial Group, Inc. CIK 0002044675 | 0.247 | 106 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | -0.2 pp | +0.0 pp |
| ☆Wilmington Savings Fund Society, FSB CIK 0000900974 | 0.685 | 1487 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 | 0.765 | 1016 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NFSG Corp CIK 0001879757 | 0.275 | 1245 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆LexAurum Advisors, LLC CIK 0001729677 | 0.398 | 423 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.2 pp |
| ☆DecisionMap Wealth Management, LLC CIK 0002001526 | 0.277 | 145 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.2 pp | -0.2 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆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 |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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