Signals

← Signals

☆MUB

1499 in-universe funds with a nonzero position in MUB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1145
Score / z0.053 / 0.05
Consensus434.59 over 847 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 3,295.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,126.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,905.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,289.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,104.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,025.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 931.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 887.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 786.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 772.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 767.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 758.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 653.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 563.8 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 550.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 509.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 474.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 452.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 318.4 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 291.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 290.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 265.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 263.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 263.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 253.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 232.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 204.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 198.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 185.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 180.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 175.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 169.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 161.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 159.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 141.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 136.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 131.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 130.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 126.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 123.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 121.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 116.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 98.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 98.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 96.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 94.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 94.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 88.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Balentine LLC CIK 0001586678 0.932 243 86.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 85.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 81.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 79.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 72.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 70.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 68.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 68.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 67.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 67.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 65.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 63.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 60.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 59.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 59.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 58.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 58.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 58.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 56.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 52.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 52.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 51.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 48.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 47.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 45.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 43.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 42.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 41.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 41.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 40.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 40.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 39.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 39.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 38.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 37.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 37.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 37.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 36.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 35.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 35.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 35.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 33.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 33.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 32.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 32.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 32.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 31.6 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 30.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 30.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 29.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 29.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 29.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 29.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 29.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 28.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 28.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 27.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 27.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 27.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Liquid Strategies, LLC CIK 0001774727 0.892 7 26.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 26.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 26.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 25.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 25.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 25.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 25.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 24.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 24.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 23.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 23.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 23.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 22.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 22.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 22.6 3.0% 3 +2.8 pp +2.8 pp +3.0 pp +3.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 22.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 22.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 22.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 21.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 21.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Trust Co CIK 0001632554 0.769 908 21.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 21.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 21.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 20.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 20.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 20.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 20.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 20.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 20.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 19.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 19.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 19.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 18.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 18.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 18.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 18.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 18.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 18.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 17.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 17.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 17.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 17.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 17.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 17.4 6.8% 3 -0.3 pp +0.2 pp +6.8 pp +6.8 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 17.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 17.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 17.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 16.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 16.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 16.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 16.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 16.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 16.1 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 16.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 15.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 15.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 15.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 15.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 15.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 14.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 14.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 14.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 13.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 13.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 13.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 13.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 13.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 13.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 13.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 12.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 12.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 12.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 12.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 12.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 12.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 12.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 12.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 12.4 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 12.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 12.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 12.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 12.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 12.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 12.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.1 0.1% 3 -0.5 pp -0.7 pp +0.1 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 12.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 11.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 11.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 11.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 11.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 11.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 11.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 11.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 11.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 10.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 10.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆25 LLC CIK 0001968777 0.795 80 10.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 10.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 10.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 10.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 10.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rinkey Investments CIK 0001730774 0.601 128 10.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 10.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 10.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 9.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 9.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 9.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 9.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 9.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 9.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 9.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 9.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 9.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 9.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 9.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Horiko Capital Management LLC CIK 0001762718 0.697 17 9.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 8.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 8.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 8.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 8.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 8.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 7.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 7.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 7.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 7.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 7.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 7.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 7.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.0 1.8% 3 -0.3 pp -0.3 pp +1.8 pp +1.8 pp
☆ADE, LLC CIK 0001845950 0.661 93 7.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 7.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 6.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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☆Legacy Private Trust Co. CIK 0001352547 0.732 262 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 6.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WIT, LLC CIK 0001840025 0.965 24 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 6.1 3.0% 3 -0.4 pp -0.4 pp +3.0 pp +3.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 6.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 6.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 5.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 5.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 5.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Smithfield Trust Co CIK 0001019754 0.755 1080 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CROBAN CIK 0001694663 0.128 81 1.9 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 1.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NDWM LLC CIK 0001818386 0.624 38 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DORVAL Corp CIK 0001999144 0.667 49 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 1.6 0.8% 3 -0.5 pp -0.5 pp +0.8 pp +0.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CV Advisors LLC CIK 0001872254 0.581 133 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆United Community Bank CIK 0002000314 0.267 534 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EWA, LLC CIK 0001835252 0.457 332 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.1 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROGCO, LP CIK 0001998892 0.631 224 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bangor Savings Bank CIK 0001352675 0.827 543 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.0 0.0% 0 -0.3 pp -0.6 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 MUB). Qtrs Held counts distinct quarters this fund has actually held MUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MUB position size. Δ columns are the percentage-point change in MUB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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