Signals

NOBL

846 in-universe funds with a nonzero position in NOBL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1128
Score / z0.045 / 0.05
Consensus234.40 over 451 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,004.1 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 484.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 324.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 197.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 193.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 186.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 169.4 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 149.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 137.0 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 73.1 2.9% 3 +0.1 pp -0.4 pp +2.9 pp +2.9 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 67.7 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 67.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 64.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 49.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 40.2 8.9% 3 -6.7 pp -7.0 pp +8.9 pp +8.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 36.3 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 34.7 5.8% 3 -0.3 pp -0.1 pp +5.8 pp +5.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 29.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 26.9 3.9% 3 -0.1 pp -0.6 pp +3.9 pp +3.9 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 26.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.8 0.1% 3 -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 26.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 19.8 11.2% 3 -0.2 pp -0.8 pp +11.2 pp +11.2 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 19.3 5.6% 3 -1.0 pp -2.1 pp +5.6 pp +5.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 18.3 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 17.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 17.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 16.7 2.3% 3 -0.1 pp -1.0 pp +2.3 pp +2.3 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 16.7 6.4% 3 -0.8 pp -0.9 pp +6.4 pp +6.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 16.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.5 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 14.0 6.6% 4 -0.1 pp -0.3 pp -0.8 pp +6.6 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 13.6 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.9 0.6% 3 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 12.3 3.0% 1 +3.0 pp +3.0 pp +3.0 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 12.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 11.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 10.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 10.4 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 10.0 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
Creative Planning CIK 0001540235 0.979 4196 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 9.5 3.6% 4 -0.0 pp -0.6 pp -1.2 pp +3.6 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 9.4 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 9.3 2.6% 3 +0.7 pp +0.6 pp +2.6 pp +2.6 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 9.2 2.1% 3 -0.4 pp -0.7 pp +2.1 pp +2.1 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 9.0 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 8.6 1.9% 3 -0.2 pp -0.5 pp +1.9 pp +1.9 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 8.2 3.0% 3 -0.2 pp -0.4 pp +3.0 pp +3.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 8.2 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 7.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.8 1.7% 3 +0.0 pp -0.3 pp +1.7 pp +1.7 pp
MRWM Advisors, LLC CIK 0001732949 0.328 80 7.8 4.2% 4 +2.7 pp +2.6 pp +2.4 pp +4.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 7.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 7.6 4.7% 3 +0.4 pp +0.0 pp +4.7 pp +4.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 7.3 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 7.1 7.1% 4 +0.8 pp +0.8 pp -0.4 pp +7.1 pp
Ted Buchan & Co CIK 0002033413 0.435 95 7.0 2.6% 3 -0.0 pp -0.4 pp +2.6 pp +2.6 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 6.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 6.8 2.5% 3 -0.0 pp -0.3 pp +2.5 pp +2.5 pp
Prism Advisors, Inc. CIK 0001717027 0.597 77 6.7 1.8% 3 -0.6 pp -0.6 pp +1.8 pp +1.8 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 6.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 6.4 3.6% 3 +0.2 pp +0.1 pp +3.6 pp +3.6 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 6.3 2.5% 3 -0.1 pp -0.4 pp +2.5 pp +2.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 6.2 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 6.0 3.7% 3 -0.0 pp -0.2 pp +3.7 pp +3.7 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 5.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
BCS Wealth Management CIK 0001798172 0.420 270 5.7 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.4 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 5.4 3.0% 3 -0.4 pp -0.2 pp +3.0 pp +3.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 5.4 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 5.1 7.7% 3 +0.9 pp +0.7 pp +7.7 pp +7.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 5.0 3.6% 3 +0.0 pp -0.2 pp +3.6 pp +3.6 pp
FMR LLC CIK 0000315066 0.989 5571 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 4.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 4.7 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 4.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 4.6 0.7% 3 -0.1 pp -0.5 pp +0.7 pp +0.7 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 4.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 4.3 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 4.2 0.5% 3 -0.2 pp -0.4 pp +0.5 pp +0.5 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Concord Wealth Partners CIK 0001814214 0.457 885 4.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 4.0 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 4.0 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 3.9 1.2% 3 +0.6 pp +0.5 pp +1.2 pp +1.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 3.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Avant Capital LLC CIK 0001653443 0.369 86 3.8 2.6% 3 -0.2 pp -0.5 pp +2.6 pp +2.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.8 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 3.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 3.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 3.3 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 3.1 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 3.0 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 2.9 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.9 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 2.9 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 2.8 1.5% 3 -0.4 pp +0.4 pp +1.5 pp +1.5 pp
Wealth Group Ltd CIK 0002010748 0.858 95 2.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 2.8 0.6% 3 +0.0 pp -0.3 pp +0.6 pp +0.6 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 2.7 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 2.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 2.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 2.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 2.6 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 2.6 3.8% 3 -0.7 pp -0.4 pp +3.8 pp +3.8 pp
Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.6 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
Balentine LLC CIK 0001586678 0.932 243 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 2.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 2.3 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
Archer Investment Corp CIK 0001803804 0.301 1254 2.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 2.2 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.2 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 2.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 2.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.1 0.4% 3 -0.3 pp -0.4 pp +0.4 pp +0.4 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 2.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.0 1.4% 3 -0.3 pp -0.4 pp +1.4 pp +1.4 pp
Silver Lake Advisory, LLC CIK 0001596055 0.303 109 2.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 2.0 0.4% 3 -2.2 pp -2.3 pp +0.4 pp +0.4 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 2.0 0.8% 3 -0.6 pp -0.8 pp +0.8 pp +0.8 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 2.0 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.9 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.9 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 1.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 1.8 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 1.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 1.8 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 1.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.5 0.4% 3 -0.6 pp -0.7 pp +0.4 pp +0.4 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 1.5 0.7% 3 -0.0 pp -0.7 pp +0.7 pp +0.7 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Petix & Botte Co CIK 0001803255 0.507 144 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 1.4 0.6% 3 -0.0 pp -0.5 pp +0.6 pp +0.6 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 1.4 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.4 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 1.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 1.3 1.1% 3 -0.4 pp -0.6 pp +1.1 pp +1.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SP Asset Management LLC CIK 0001962086 0.688 137 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
F/m Investments LLC CIK 0001834499 0.385 354 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 1.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 1.2 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.2 0.2% 3 -0.8 pp -0.9 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Platform Technology Partners CIK 0001830817 0.314 393 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 1.0 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.9 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.9 0.3% 3 -0.1 pp -0.6 pp +0.3 pp +0.3 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.9 0.5% 4 +0.0 pp -0.1 pp +0.1 pp +0.5 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.9 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.8 0.6% 3 -0.1 pp -2.7 pp +0.6 pp +0.6 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.8 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cross Staff Investments Inc CIK 0001900406 0.105 133 0.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 0.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Benin Management CORP CIK 0001352871 0.711 152 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.7 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
McHugh Group, LLC CIK 0002052657 0.526 86 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HT Partners LLC CIK 0001552999 0.865 53 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.5 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.5 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.4 0.0% 3 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 0.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 3 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RB Capital Management, LLC CIK 0001695582 0.450 201 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 3 -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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.3 0.1% 3 -0.2 pp -0.5 pp +0.1 pp +0.1 pp
Kentucky Trust Co CIK 0002054100 0.246 316 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.2 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 2 -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% 4 -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
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 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
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.0% 0 -1.7 pp -2.3 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.9 pp +0.0 pp -2.6 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp -0.5 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.1 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
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -2.2 pp -2.4 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 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
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -2.8 pp -2.3 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 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
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.7 pp -0.1 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 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 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.131 132 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -0.4 pp -0.6 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 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 +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 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 NOBL). Qtrs Held counts distinct quarters this fund has actually held NOBL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NOBL position size. Δ columns are the percentage-point change in NOBL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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