Signals

← Signals

☆PSLV

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

Flow ranking

Rank#23086
Score / z-0.644 / -0.61
Consensus148.48 over 299 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+12% / 1.0d

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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 431.6 1.6% 4 +0.0 pp +0.5 pp +0.7 pp +1.6 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 313.5 4.8% 2 +4.6 pp +4.8 pp +4.8 pp +4.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 267.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 229.9 1.2% 4 -0.5 pp -0.1 pp +0.4 pp +1.2 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 199.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 150.1 0.7% 4 -0.0 pp +0.4 pp +0.6 pp +0.7 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 114.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 111.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 77.7 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 69.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 54.1 24.5% 4 -1.6 pp +5.3 pp +8.4 pp +24.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 49.4 0.1% 4 +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 45.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 40.4 1.2% 4 -0.6 pp +0.1 pp +0.1 pp +1.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 40.3 2.9% 4 +0.0 pp +0.9 pp +1.0 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 33.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 33.6 1.3% 4 +0.1 pp +0.5 pp +0.5 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 32.7 0.5% 4 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.3 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 25.9 2.6% 4 -0.2 pp +0.4 pp -0.6 pp +2.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 24.6 7.2% 3 +0.6 pp +4.3 pp +7.2 pp +7.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 24.5 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 23.8 13.6% 6 -8.0 pp -4.4 pp -2.2 pp -1.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 23.0 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 18.4 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 18.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 17.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 16.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.3 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 15.1 0.8% 4 +0.0 pp +0.2 pp +0.3 pp +0.8 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 14.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.0 0.3% 4 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 13.9 2.6% 4 -0.1 pp +0.9 pp +1.2 pp +2.6 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 13.8 0.6% 4 +0.0 pp +0.4 pp +0.5 pp +0.6 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 13.8 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 13.3 0.7% 4 -0.6 pp -0.2 pp -0.1 pp +0.7 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 12.8 1.6% 4 -0.1 pp +0.6 pp +0.5 pp +1.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 12.1 0.8% 3 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 12.1 2.4% 4 +1.9 pp +1.5 pp +1.2 pp +2.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 11.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 11.4 6.1% 4 -0.1 pp +2.0 pp +2.1 pp +6.1 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 11.3 7.0% 4 -1.5 pp +1.2 pp +2.2 pp +7.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 11.1 1.8% 4 +0.0 pp +0.5 pp +0.7 pp +1.8 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 11.1 2.7% 4 +2.0 pp +2.2 pp +2.3 pp +2.7 pp
☆Grand Central Investment Group CIK 0001844893 0.299 40 11.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 10.4 1.1% 4 -0.6 pp -0.1 pp -0.0 pp +1.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 10.4 1.5% 4 -0.8 pp -0.2 pp -0.4 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 10.2 3.1% 4 +0.3 pp +0.1 pp +0.6 pp +3.1 pp
☆Anson Funds Management LP CIK 0001491072 0.108 146 9.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 9.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 9.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 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 9.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 9.6 6.5% 4 -0.3 pp +0.9 pp +1.7 pp +6.5 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.832 21 9.5 6.2% 2 +1.5 pp +6.2 pp +6.2 pp +6.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 9.5 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆Equinox Partners Investment Management LLC CIK 0000938552 0.622 12 9.4 3.8% 4 -7.4 pp -8.7 pp -6.4 pp +3.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 9.1 1.0% 4 -1.1 pp -0.5 pp -0.3 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 8.8 0.6% 4 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.4 0.4% 4 -0.2 pp -0.1 pp +0.1 pp +0.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 8.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 7.8 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 7.1 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 6.6 0.7% 4 -0.1 pp +0.1 pp -0.1 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 6.4 0.8% 4 +0.1 pp +0.3 pp +0.7 pp +0.8 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 6.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 6.0 2.7% 4 +0.0 pp +0.8 pp +1.0 pp +2.7 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.9 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 5.5 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 5.5 1.2% 4 -1.0 pp -0.6 pp -0.5 pp +1.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 5.5 1.0% 4 -0.1 pp +0.4 pp +0.6 pp +1.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 5.5 2.5% 4 +0.2 pp +0.7 pp +1.1 pp +2.5 pp
☆Knoll Capital Management, LLC CIK 0001325083 0.275 37 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 5.3 0.6% 4 -0.1 pp +0.1 pp +0.4 pp +0.6 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 5.3 0.9% 4 -1.4 pp -0.1 pp -0.1 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.0 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.8 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 4.8 1.0% 4 -0.5 pp -0.1 pp +0.1 pp +1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 4.7 1.5% 4 -1.4 pp -0.5 pp -0.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆October Effect Ltd CIK 0002078353 0.030 64 4.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 4.2 2.4% 2 -2.0 pp +2.4 pp +2.4 pp +2.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 3.8 3.0% 3 -1.1 pp +0.5 pp +3.0 pp +3.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 3.6 0.7% 4 -0.2 pp -0.1 pp +0.1 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 3.4 1.0% 4 -0.6 pp -0.5 pp +0.0 pp +1.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 3.3 0.5% 4 -0.8 pp -0.8 pp -0.5 pp +0.5 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.2 0.6% 4 -0.2 pp +0.0 pp +0.1 pp +0.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.2 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 3.1 2.1% 4 -0.3 pp -0.1 pp +0.4 pp +2.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 3.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 3.0 0.7% 4 -0.7 pp -0.3 pp -0.2 pp +0.7 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.8 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 2.5 1.0% 4 -0.3 pp -0.1 pp +0.1 pp +1.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 2.5 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.5 1.8% 4 +0.1 pp +0.7 pp +0.9 pp +1.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.4 0.6% 4 -0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 2.4 0.9% 4 -0.5 pp +0.5 pp +0.6 pp +0.9 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 2.2 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 2.2 1.0% 4 +0.1 pp +0.4 pp +0.4 pp +1.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 2.1 1.4% 4 -0.5 pp -0.1 pp +0.1 pp +1.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arnhold LLC CIK 0001733755 0.661 113 2.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.0 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 2.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 2.0 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GLOBAL STRATEGIC MANAGEMENT INC CIK 0001413303 0.373 26 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 1.6 1.1% 4 -0.8 pp -0.1 pp +0.4 pp +1.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.4 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 1.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 1.4 0.4% 6 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.3 0.5% 4 -0.2 pp -0.0 pp +0.1 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.3 0.2% 6 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.3 0.6% 4 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 1.2 0.6% 4 -0.2 pp +0.1 pp +0.2 pp +0.6 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.1 0.3% 4 -0.3 pp -0.1 pp +0.0 pp +0.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 1.1 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lane Generational LLC CIK 0001901384 0.110 43 1.1 0.9% 4 -0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 1.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.0 0.5% 2 -1.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.9 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.9 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆ADE, LLC CIK 0001845950 0.661 93 0.9 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.9 0.4% 1 +0.4 pp +0.1 pp +0.2 pp +0.4 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.8 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.8 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.8 0.3% 4 -0.3 pp -0.1 pp +0.0 pp +0.3 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.7 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 0.5 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.5 0.4% 2 +0.0 pp +0.4 pp +0.1 pp +0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 3 +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
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 0.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPWM Advisors LLC CIK 0002111209 0.346 90 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.4 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.3 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 4 -0.5 pp -0.4 pp -0.3 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.653 209 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.3 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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.2 0.2% 1 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HT Partners LLC CIK 0001552999 0.865 53 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.2 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 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 0.1 0.0% 1 +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% 2 +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
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 -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
☆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
☆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
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 4 -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
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +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% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 4 +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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quilter Plc CIK 0001770632 0.827 131 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
☆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
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.090 26 0.0 0.0% 0 +0.0 pp -2.3 pp -1.7 pp +0.0 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 -2.1 pp -1.8 pp -1.9 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -1.6 pp -1.1 pp -1.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆LM Asset Management Inc. CIK 0002057190 0.791 9 0.0 0.0% 0 -4.0 pp +0.0 pp -3.8 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 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
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.0 0.0% 0 -0.6 pp -0.4 pp -0.4 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
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.0 0.0% 0 -0.2 pp -0.4 pp -0.3 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SCHULHOFF & CO INC CIK 0001080197 0.348 133 0.0 0.0% 0 -0.5 pp -0.1 pp -0.1 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
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆V. M. MANNING & CO., INC. CIK 0000062061 0.405 53 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 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
☆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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 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
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.1 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
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 PSLV). Qtrs Held counts distinct quarters this fund has actually held PSLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PSLV position size. Δ columns are the percentage-point change in PSLV'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