Signals

← Signals

☆MINT

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

Flow ranking

Rank#550
Score / z0.320 / 0.37
Consensus237.15 over 468 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1,048.8 1.8% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 933.1 0.0% 7 -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 511.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 499.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 338.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 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 232.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 137.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 115.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 109.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 104.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 101.3 7.8% 5 -0.1 pp +2.5 pp +1.3 pp -1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 89.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 86.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 80.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 79.0 2.3% 5 +0.6 pp +0.5 pp +0.3 pp -0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 74.1 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 72.9 2.6% 2 -2.0 pp +2.6 pp +2.6 pp -2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 60.5 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 57.0 3.8% 5 -0.3 pp -2.9 pp -3.3 pp -2.8 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 56.6 6.2% 5 -0.7 pp -4.1 pp -4.2 pp -3.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 49.2 0.5% 5 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 48.9 0.0% 1 +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 46.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 46.0 0.5% 6 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gainplan LLC CIK 0001697857 0.087 60 45.5 17.9% 4 -21.5 pp -1.2 pp +5.9 pp +17.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 44.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 39.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Manage LLC CIK 0001539947 0.277 323 39.2 4.1% 5 -1.3 pp -1.6 pp -3.4 pp -4.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 38.5 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 35.6 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 35.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 34.9 6.0% 5 +0.0 pp +0.4 pp -1.2 pp -1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 33.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 30.5 0.2% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 27.8 1.1% 5 -0.2 pp -0.4 pp -1.4 pp -1.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 27.1 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -1.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 26.3 1.3% 4 +1.0 pp +0.4 pp +0.5 pp +1.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 25.7 2.1% 5 -0.2 pp -0.2 pp -0.5 pp -0.8 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 25.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 23.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 22.3 15.1% 4 +1.9 pp +10.4 pp +14.4 pp +15.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 22.2 7.3% 6 -1.0 pp -1.7 pp -1.6 pp -3.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 21.6 0.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 21.1 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 20.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 20.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 19.0 5.3% 5 -1.3 pp -1.3 pp -0.0 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 18.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 17.8 1.8% 5 -1.4 pp +0.5 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 17.0 8.8% 2 -0.4 pp +8.8 pp +8.8 pp +8.8 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 16.9 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 16.7 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 16.5 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 16.1 2.6% 5 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 15.9 7.0% 5 -2.0 pp -1.9 pp -1.3 pp -1.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.3 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.3 0.3% 5 -0.1 pp -0.1 pp +0.3 pp -0.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 15.1 3.0% 5 -0.4 pp -0.7 pp -0.1 pp +0.3 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 14.8 5.7% 5 -0.0 pp -0.1 pp +0.9 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 13.8 0.9% 4 -0.0 pp +0.1 pp +0.8 pp +0.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 13.5 2.2% 5 -0.8 pp -1.9 pp -2.1 pp -2.4 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 13.5 2.0% 5 -0.2 pp +0.0 pp +0.0 pp -1.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 13.3 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 13.2 0.0% 5 -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 13.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 13.0 2.8% 5 -0.9 pp -1.8 pp -0.3 pp -1.8 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 12.9 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 12.5 2.0% 5 -0.1 pp +1.0 pp +0.7 pp +0.4 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 12.3 2.5% 5 -3.3 pp -2.1 pp -2.0 pp -2.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 12.3 0.8% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 12.1 2.7% 2 +2.6 pp +2.7 pp +2.7 pp +2.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.0 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.8 1.2% 5 -0.2 pp -0.0 pp -0.2 pp -0.4 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 11.6 4.7% 6 -0.4 pp -0.1 pp -0.0 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 11.5 1.1% 5 -0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 10.8 4.2% 5 +0.2 pp +0.5 pp +0.3 pp -1.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 10.8 2.9% 5 +2.1 pp +2.8 pp +2.8 pp +2.8 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 10.7 4.0% 5 -0.4 pp +0.1 pp +0.5 pp +0.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 10.7 1.1% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 10.1 8.0% 5 +2.2 pp +2.2 pp +2.5 pp +2.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 10.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 9.7 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +3.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.7 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 9.6 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 9.2 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 9.2 1.9% 5 +0.5 pp +0.6 pp +0.4 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 9.0 4.0% 5 -0.3 pp -0.4 pp -0.9 pp -0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 8.9 5.5% 5 -0.5 pp -0.4 pp -0.3 pp -0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 8.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 8.3 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 8.2 2.6% 5 -0.7 pp -0.9 pp -0.7 pp +0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 8.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.0 0.5% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 7.9 1.0% 5 -0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 7.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 7.8 1.1% 5 -0.3 pp -0.7 pp -0.8 pp -0.7 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.7 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 7.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Avion Wealth CIK 0001792704 0.773 1750 7.3 1.3% 5 -0.3 pp -0.4 pp -0.5 pp -1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.1 2.7% 6 -0.9 pp -1.2 pp -1.8 pp -2.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 7.1 0.4% 5 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 7.0 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.8 2.0% 5 -0.3 pp -0.2 pp -0.4 pp -0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.8 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 6.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 6.7 3.4% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 6.6 2.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 6.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.5 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 6.4 1.4% 5 -0.3 pp -0.9 pp -0.7 pp -0.6 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 6.4 2.3% 5 -0.2 pp +0.2 pp -0.1 pp -3.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.4 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.3 1.8% 5 -0.1 pp -0.4 pp +0.1 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 6.2 0.4% 5 +0.1 pp -0.1 pp +0.3 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 6.1 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 6.0 1.8% 5 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
☆Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 5.9 4.9% 2 -0.8 pp +4.9 pp +4.9 pp +4.9 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 5.9 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.8 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 5.8 1.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.8 0.1% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.7 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.6 2.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 5.6 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 5.5 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 5.5 0.3% 5 -0.3 pp -7.1 pp -11.5 pp -15.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 5.3 1.5% 6 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 5.3 1.1% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 5.3 3.4% 5 -0.3 pp +1.3 pp +2.4 pp +2.3 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 5.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.2 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 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 5.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 5.2 0.9% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.1 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.9 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 4.9 1.9% 5 +0.0 pp +0.6 pp +1.0 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 4.9 0.7% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 4.8 2.6% 4 +0.1 pp +0.6 pp +2.5 pp +2.6 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 4.8 1.1% 4 -0.6 pp -0.5 pp -0.6 pp +1.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 4.8 3.9% 5 -1.3 pp -1.4 pp -1.4 pp -1.7 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.8 0.8% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 4.7 2.2% 5 -0.3 pp -0.2 pp -0.2 pp -2.9 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.7 2.2% 5 -0.1 pp +2.0 pp +2.0 pp +1.9 pp
☆CIM, LLC CIK 0001364725 0.348 169 4.7 0.6% 6 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 4.6 6.6% 5 +0.8 pp +0.9 pp +0.6 pp -2.7 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.6 2.8% 5 -0.3 pp -0.4 pp -0.5 pp -0.6 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 4.5 2.1% 6 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 4.4 2.2% 7 -0.2 pp +0.0 pp -0.1 pp -0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.4 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 4.3 1.5% 5 -0.0 pp +0.1 pp +0.0 pp -0.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 4.2 0.7% 5 -0.3 pp +0.1 pp +0.6 pp +0.6 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 4.2 0.5% 1 +0.5 pp -0.1 pp -0.1 pp -0.2 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 4.2 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 4.0 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 4.0 1.9% 5 +0.0 pp +0.0 pp +0.7 pp +0.6 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 4.0 2.8% 5 -0.7 pp -0.6 pp -1.7 pp -3.2 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 3.9 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 3.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 3.7 2.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 3.6 1.0% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 3.5 2.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.5 0.1% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 3.5 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 3.5 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 3.5 0.6% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.4 0.1% 5 -0.0 pp -0.3 pp -0.5 pp -0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.2 1.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 3.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 3.0 1.2% 5 -0.2 pp -0.2 pp -0.6 pp -0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 3.0 1.3% 5 -0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 3.0 1.2% 6 +0.0 pp +0.4 pp +1.1 pp +1.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 3.0 1.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 2.9 1.2% 2 -0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 2.9 0.6% 5 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 2.9 1.0% 4 +0.7 pp +0.7 pp +0.8 pp +1.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.8 0.2% 5 -0.1 pp +0.2 pp +0.2 pp -0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 2.8 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 2.8 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.7 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -1.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 2.7 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 2.6 1.4% 5 -0.2 pp +0.0 pp +0.2 pp +0.5 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 2.6 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.6 0.5% 5 -0.3 pp -0.4 pp -0.6 pp -0.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.6 0.5% 5 +0.1 pp +0.0 pp -0.4 pp -0.5 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 2.6 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 2.6 0.7% 2 -0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 2.5 1.5% 5 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.5 2.1% 3 +1.9 pp +1.9 pp +2.1 pp +2.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.4 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.4 0.2% 5 -0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.4 0.3% 5 -0.1 pp -0.0 pp -0.4 pp -0.8 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 2.3 1.6% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.3 0.8% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 2.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 2.2 0.6% 5 +0.0 pp -0.1 pp -0.4 pp -0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 2.1 1.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 2.1 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.0 1.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 2.0 1.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 2.0 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 1.9 0.7% 5 -0.6 pp -0.8 pp -0.6 pp -0.6 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 1.9 0.7% 1 +0.7 pp +0.3 pp +0.3 pp +0.4 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.9 1.1% 5 -0.4 pp -1.4 pp -2.4 pp -1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.9 0.1% 5 -0.3 pp -0.4 pp -0.1 pp -0.2 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.9 1.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.8 0.4% 5 +0.0 pp -0.5 pp +0.0 pp -0.3 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 1.8 0.9% 5 -0.9 pp -0.9 pp -0.9 pp -1.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.8 1.1% 5 -0.2 pp -0.3 pp -0.4 pp -0.1 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.8 0.4% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 6 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.7 0.8% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 1.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.7 2.0% 3 +0.2 pp +1.1 pp +2.0 pp +2.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.6 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.6 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.6 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 1.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.5 1.2% 5 -0.2 pp -0.1 pp -0.4 pp -0.7 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 1.5 0.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.532 53 1.5 1.0% 2 +0.0 pp +1.0 pp +0.0 pp +0.8 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Essex Bank CIK 0001752212 0.260 318 1.5 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 1.4 0.3% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Birch Capital Management, LLC CIK 0001799859 0.374 79 1.4 0.7% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 1.4 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.609 101 1.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 1.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 1.3 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.3 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 1.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 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 1.2 0.9% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 1.2 0.5% 4 -0.2 pp -0.3 pp -0.2 pp +0.5 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 1.2 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.1 0.6% 5 -0.0 pp -0.3 pp -0.2 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.1 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.1 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 1.1 0.9% 5 -0.0 pp -0.1 pp +0.0 pp -0.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.1 0.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.7 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.1 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.1 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.1 0.2% 6 -0.4 pp -0.0 pp +0.0 pp -1.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.1 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.0 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.9 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.9 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 0.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.8 0.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.8 0.1% 6 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.8 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -1.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.8 0.1% 5 -0.0 pp -0.0 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
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.8 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.8 0.0% 3 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.7 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 3 -0.3 pp -0.0 pp +0.1 pp +0.1 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.6 0.4% 6 -0.2 pp -0.2 pp -0.7 pp -0.9 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.6 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 5 -1.7 pp -0.0 pp -0.0 pp -0.0 pp
☆Gambit Capital Management, LLC CIK 0002107464 0.468 102 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.6 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.6 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.6 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.6 0.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.6 0.1% 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 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 0.6 0.1% 5 -0.1 pp -0.4 pp -0.5 pp -1.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.6 0.0% 2 -2.3 pp +0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Midway Capital Research & Management CIK 0002115416 0.312 114 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 0.5 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.5 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 5 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.4 0.0% 2 -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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altium Investment Strategies LLC CIK 0002131949 0.300 20 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 0.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.3 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 0.3 0.0% 5 -0.0 pp -0.0 pp -5.7 pp -6.1 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.3 0.3% 5 -0.0 pp -0.4 pp -0.4 pp -0.7 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.3 0.1% 1 +0.1 pp +0.1 pp -0.2 pp -0.3 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 0.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AUCTUS ADVISORS LLC CIK 0002042516 0.764 34 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.3 0.1% 4 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.3 0.1% 2 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 4 -0.0 pp -1.2 pp -1.5 pp +0.0 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Powerhouse Assets LLC CIK 0001564396 0.627 57 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.3 0.1% 5 -0.0 pp -1.3 pp -1.2 pp -1.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.3 0.1% 5 -0.0 pp -0.2 pp -0.1 pp -0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 0.3 0.1% 2 -2.6 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.2 0.1% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
☆ADE, LLC CIK 0001845950 0.661 93 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.2 0.0% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 0.2 0.1% 1 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 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 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 5 +0.0 pp -0.0 pp -1.2 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 5 -0.0 pp -0.0 pp -0.6 pp -0.3 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 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
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 5 -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
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 6 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -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
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 4 -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
☆Front Row Advisors LLC CIK 0001729254 0.508 576 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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 5 -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% 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 0.0 0.0% 5 -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
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 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
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆American Trust CIK 0001905128 0.729 334 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 -0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 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 -0.1 pp -0.1 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
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 0.0 0.0% 0 -1.1 pp -1.1 pp -1.0 pp -1.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 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 -0.1 pp +0.0 pp +0.0 pp
☆Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 0.0 0.0% 0 -3.8 pp -1.9 pp -0.9 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 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 -0.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 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
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.0 0.0% 0 -6.7 pp -6.6 pp -8.9 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 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
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -1.4 pp -1.3 pp -1.2 pp -1.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concorde Financial Corp CIK 0001911822 0.418 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 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
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -3.9 pp +0.0 pp -3.6 pp -3.9 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp -3.3 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 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
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp -0.2 pp -0.0 pp -0.2 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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 -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wallace Hart LLC CIK 0002018963 0.082 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -1.9 pp -2.5 pp -2.6 pp -3.0 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 -0.2 pp -0.2 pp -0.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 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 -0.1 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -12.2 pp -13.7 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 -1.9 pp -0.2 pp -0.2 pp -0.2 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.9 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -2.0 pp -2.3 pp -3.2 pp -3.3 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.0 0.0% 0 -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% 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 MINT). Qtrs Held counts distinct quarters this fund has actually held MINT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MINT position size. Δ columns are the percentage-point change in MINT'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