Signals

← Signals

☆PPA

646 in-universe funds with a nonzero position in PPA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22776
Score / z-0.165 / -0.17
Consensus223.90 over 430 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 1,229.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 359.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 325.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 134.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 122.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 87.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 81.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 66.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 57.4 2.2% 4 -0.1 pp -0.0 pp -0.2 pp +2.2 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 55.1 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 45.6 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 35.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 27.5 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 25.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.5 0.1% 4 +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 23.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 17.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 17.5 6.5% 4 -0.0 pp -0.4 pp -0.6 pp +6.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 15.8 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.1 0.4% 4 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 14.5 12.5% 4 +0.8 pp +0.6 pp +1.1 pp +12.5 pp
☆EFG International AG CIK 0002109868 0.615 1088 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 14.2 4.1% 4 +0.2 pp -0.5 pp -0.6 pp +4.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 13.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 11.9 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 11.8 4.3% 4 +0.3 pp +0.4 pp -0.4 pp +4.3 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 11.7 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 10.5 2.7% 4 +0.1 pp +0.2 pp -0.1 pp +2.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 10.1 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.0 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 7.7 2.4% 4 +0.1 pp +0.1 pp -0.1 pp +2.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 7.3 1.1% 3 +0.4 pp +0.5 pp +1.1 pp +1.1 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 7.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 7.2 1.6% 3 +0.4 pp +0.5 pp +1.6 pp +1.6 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 7.1 3.3% 4 +1.0 pp +1.8 pp +2.7 pp +3.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 7.1 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.0 0.8% 4 +0.4 pp -0.0 pp -0.1 pp +0.8 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 6.9 1.2% 4 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 6.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.8 1.4% 4 -0.5 pp +0.0 pp -1.6 pp +1.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.7 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 6.6 1.5% 4 +0.0 pp -0.5 pp -0.5 pp +1.5 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 5.9 0.6% 1 +0.6 pp +0.6 pp -0.2 pp +0.6 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 5.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.8 1.9% 4 +0.0 pp -0.1 pp -0.1 pp +1.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.7 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.7 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 5.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆WT Wealth Management CIK 0001780507 0.246 138 5.2 1.6% 4 +0.2 pp -0.5 pp -0.4 pp +1.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.9 2.4% 4 +0.2 pp +0.2 pp +0.2 pp +2.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.4 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 4.2 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.1 1.7% 3 +0.6 pp +0.7 pp +1.7 pp +1.7 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 4.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 3.9 0.8% 4 -0.2 pp -0.2 pp -0.3 pp +0.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.5 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.5 0.8% 4 +0.1 pp +0.2 pp +0.7 pp +0.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 3.3 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 3.3 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.2 0.0% 4 -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 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 3.1 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 2.7 1.4% 4 +0.1 pp -0.5 pp -0.5 pp +1.4 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 2.7 1.8% 4 +0.0 pp -0.4 pp -0.3 pp +1.8 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.7 0.6% 4 +0.1 pp -0.0 pp +0.0 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.4 1.6% 4 +0.1 pp +0.1 pp +0.0 pp +1.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.2 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.2 1.9% 4 +0.3 pp +0.3 pp +1.2 pp +1.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.7 1.0% 4 +0.2 pp +0.1 pp +0.1 pp +1.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.6 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 1.5 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.5 0.4% 4 -0.6 pp -0.6 pp +0.1 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 1.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.4 0.4% 4 +0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Warner Group LLC CIK 0002073617 0.415 129 1.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.2 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 1.1 0.9% 4 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.0 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 1.0 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.0 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.9 0.7% 4 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 0.9 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.9 0.9% 4 +0.0 pp -0.5 pp -0.4 pp +0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.8 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.5 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.5 0.3% 2 +0.0 pp +0.3 pp +0.0 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 1 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.4 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.3 0.2% 3 -1.6 pp -1.4 pp +0.2 pp +0.2 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.3 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.3 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.3 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McMillan Office, Inc. CIK 0002109205 0.725 507 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merrithew & Thorsten Inc CIK 0002107460 0.745 116 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 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 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -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% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 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
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 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
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 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
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 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
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.2 pp -1.1 pp -1.2 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 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
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.7 pp -0.5 pp -0.6 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -1.9 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
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 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
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.3 pp -1.0 pp +0.0 pp -1.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 -5.9 pp -5.2 pp -6.9 pp -6.0 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
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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 PPA). Qtrs Held counts distinct quarters this fund has actually held PPA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PPA position size. Δ columns are the percentage-point change in PPA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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