Signals

← Signals

☆PYLD

492 in-universe funds with a nonzero position in PYLD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#123
Score / z1.446 / 2.17
Consensus198.53 over 392 funds
Momentumno 12m return

Price & positioning

250 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 418.0 0.0% 3 +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 343.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 291.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 228.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 204.7 1.2% 3 +0.4 pp +0.5 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 195.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 142.3 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 127.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 125.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 103.5 5.2% 2 +1.5 pp +5.2 pp +5.2 pp +5.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 100.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 96.8 4.2% 2 +1.8 pp +4.2 pp +4.2 pp +4.2 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 91.1 21.1% 2 +0.4 pp +21.1 pp +21.1 pp +21.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 88.6 3.8% 2 -1.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 87.6 3.3% 2 -0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 75.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 66.0 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 64.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 60.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 58.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 56.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 54.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 54.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 52.6 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 52.0 2.1% 2 +1.5 pp +2.1 pp +2.1 pp +2.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 51.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 50.1 10.4% 2 +0.4 pp +10.4 pp +10.4 pp +10.4 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 49.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 45.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 44.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 44.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 41.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 39.5 5.8% 2 +0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 38.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 37.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 36.7 8.7% 2 +3.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 36.3 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 34.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 33.4 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 33.1 3.9% 2 +1.9 pp +3.9 pp +3.9 pp +3.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 30.2 7.8% 2 +0.5 pp +7.8 pp +7.8 pp +7.8 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 30.2 10.0% 2 -0.5 pp +10.0 pp +10.0 pp +10.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 29.6 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 29.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.757 31 29.1 15.4% 2 +13.4 pp +15.4 pp +15.4 pp +15.4 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 29.1 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 28.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 28.6 5.3% 4 +0.4 pp +0.4 pp +0.6 pp +5.3 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 28.0 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 27.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 27.4 7.0% 2 +6.0 pp +7.0 pp +7.0 pp +7.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 27.0 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 26.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 25.1 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 24.9 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 24.6 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 24.1 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 23.6 2.8% 4 -0.5 pp +0.7 pp +0.9 pp +2.8 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 22.7 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 22.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 21.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 21.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 21.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 21.4 5.4% 2 -0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 21.0 13.1% 2 +1.2 pp +13.1 pp +13.1 pp +13.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 19.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 19.3 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 19.3 6.2% 2 -0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 19.0 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 17.5 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 17.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 17.3 12.5% 2 -0.2 pp +12.5 pp +12.5 pp +12.5 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 17.3 11.7% 2 -1.2 pp +11.7 pp +11.7 pp +11.7 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 16.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 16.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 16.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 16.3 7.3% 2 -0.6 pp +7.3 pp +7.3 pp +7.3 pp
☆LHM, INC. CIK 0002009224 0.733 24 16.2 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 15.9 6.3% 2 -3.4 pp +6.3 pp +6.3 pp +6.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 15.8 8.5% 2 -0.2 pp +8.5 pp +8.5 pp +8.5 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 15.8 2.3% 2 +2.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 15.6 6.1% 2 +1.4 pp +6.1 pp +6.1 pp +6.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 15.2 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 14.8 2.5% 2 +0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 14.8 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 14.5 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 14.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 14.2 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 14.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 14.1 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 13.9 9.1% 2 +1.2 pp +9.1 pp +9.1 pp +9.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 13.6 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 13.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 13.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 13.2 7.5% 2 +0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 13.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 12.9 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.2 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 11.9 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 11.6 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 11.4 6.5% 2 -0.0 pp +6.5 pp +6.5 pp +6.5 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 11.2 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 11.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 11.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 10.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 10.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Manage LLC CIK 0001539947 0.278 323 10.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 10.8 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.7 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆CLG LLC CIK 0002059872 0.428 156 10.3 2.8% 3 +1.0 pp +1.2 pp +2.8 pp +2.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 9.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 9.3 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 9.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.1 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 9.0 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 8.8 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 8.7 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 8.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 8.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 8.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 8.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 7.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 7.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 7.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 7.2 6.2% 2 +0.9 pp +6.2 pp +6.2 pp +6.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 6.9 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 6.8 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.4 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 6.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 5.9 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 5.9 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 5.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 5.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 5.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 5.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 5.0 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 4.9 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 4.9 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 4.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 4.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 4.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 4.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 4.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 4.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 4.1 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 3.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.8 3.0% 2 +0.9 pp +3.0 pp +3.0 pp +3.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 3.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.5 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 3.4 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 2.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 2.8 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 2.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 2.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 2.5 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 2.5 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 2.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.3 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 2.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 2.0 1.4% 2 +0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.9 1.8% 3 +1.0 pp +1.5 pp +1.8 pp +1.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 1.9 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 1.9 0.6% 2 -1.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 1.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 1.5 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.5 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.3 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.3 0.8% 3 +0.5 pp -0.1 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.3% 2 -3.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.4 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 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
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -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% 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
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -3.6 pp -3.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -5.9 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -8.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 PYLD). Qtrs Held counts distinct quarters this fund has actually held PYLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PYLD position size. Δ columns are the percentage-point change in PYLD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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