Signals

← Signals

☆PYLD

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

Flow ranking

Rank#97
Score / z2.252 / 2.02
Consensus261.50 over 525 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 604.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 550.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 471.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 393.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 313.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 288.1 1.6% 5 +0.2 pp +0.4 pp +0.8 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 282.4 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 208.2 1.1% 4 +0.1 pp +0.3 pp +0.2 pp +1.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 186.3 7.1% 4 +1.5 pp +2.9 pp +4.6 pp +7.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 180.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 180.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 169.4 5.2% 4 +0.2 pp +0.3 pp -0.1 pp +5.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 131.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 123.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 120.5 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 110.8 5.3% 4 +0.0 pp +0.1 pp +1.6 pp +5.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 102.8 4.5% 4 +0.5 pp +0.7 pp -0.7 pp +4.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 99.4 3.2% 4 -0.0 pp -0.1 pp -0.8 pp +3.2 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 91.3 30.3% 4 +9.6 pp +9.2 pp +9.6 pp +30.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 89.1 2.5% 4 -0.1 pp +0.6 pp +0.4 pp +2.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 86.7 1.0% 4 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 83.6 2.2% 4 +0.1 pp +0.1 pp +0.2 pp +2.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 81.7 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 78.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 78.2 3.0% 2 +0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 75.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 70.8 4.3% 4 +0.2 pp +0.1 pp +0.3 pp +4.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 67.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 65.4 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 62.1 4.2% 4 -0.5 pp -0.5 pp -0.6 pp +4.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 60.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 59.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 56.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 55.9 10.8% 4 -0.0 pp +0.3 pp +0.8 pp +10.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 55.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 51.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 49.2 2.0% 4 +0.2 pp +0.1 pp -0.1 pp +2.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 49.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 48.7 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 48.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 45.8 7.8% 4 +0.4 pp +1.9 pp +1.9 pp +7.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 45.4 1.6% 4 +0.0 pp +0.1 pp +0.1 pp +1.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 45.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 44.9 6.0% 4 +0.1 pp +0.2 pp +0.3 pp +6.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 44.5 11.3% 2 +0.5 pp +11.3 pp +11.3 pp +11.3 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 42.8 9.0% 4 +2.8 pp +3.9 pp +3.8 pp +9.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 41.8 1.0% 4 -0.0 pp -0.4 pp -0.2 pp +1.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 41.5 9.2% 4 +0.7 pp +0.4 pp +4.2 pp +9.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 41.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 40.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 39.6 2.0% 3 +0.0 pp -0.3 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 39.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 39.5 5.4% 2 +0.9 pp +5.4 pp +5.4 pp +5.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 38.9 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 38.3 9.6% 4 +1.8 pp +1.9 pp +2.3 pp +9.6 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 37.5 3.1% 4 +0.3 pp +0.5 pp +1.1 pp +3.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 36.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 34.4 5.5% 4 +0.2 pp +0.4 pp +0.2 pp +5.5 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 34.1 18.0% 4 +2.1 pp +2.6 pp +16.0 pp +18.0 pp
☆Wall Capital Group, Inc. CIK 0001699803 0.375 30 33.4 35.7% 1 +35.7 pp +35.7 pp +35.7 pp +35.7 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 31.8 7.6% 4 +0.1 pp +0.6 pp +6.6 pp +7.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 31.7 0.7% 4 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 31.2 9.8% 4 -0.0 pp -0.1 pp -0.6 pp +9.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 31.0 1.7% 4 +0.1 pp -1.0 pp -0.9 pp +1.7 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 31.0 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 30.7 2.9% 4 +0.1 pp +0.3 pp +0.5 pp +2.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 30.5 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 30.2 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 30.2 6.3% 4 +0.1 pp +0.7 pp +0.7 pp +6.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 30.1 5.6% 6 -0.1 pp +0.4 pp +0.8 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 29.3 3.1% 6 +0.4 pp +0.4 pp -0.1 pp +1.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 29.2 2.9% 4 +0.8 pp +0.2 pp +0.3 pp +2.9 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 28.9 1.5% 1 +1.5 pp +1.5 pp +1.4 pp +1.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 28.5 2.6% 4 +0.8 pp +0.9 pp +0.9 pp +2.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 28.5 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 27.2 1.1% 4 -0.5 pp -0.6 pp -0.1 pp +1.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 25.9 5.9% 4 +0.1 pp +0.5 pp +0.5 pp +5.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 25.8 0.5% 4 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 25.6 4.9% 3 +0.2 pp +0.3 pp +4.9 pp +4.9 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 24.9 1.4% 4 +0.2 pp +0.4 pp +0.5 pp +1.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 24.7 1.9% 4 +0.2 pp +0.1 pp +0.1 pp +1.9 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 24.4 5.3% 4 +0.1 pp -0.2 pp -0.2 pp +5.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 23.8 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 23.7 6.3% 4 -0.2 pp -0.2 pp -0.5 pp +6.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 23.3 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 23.2 6.7% 4 +0.3 pp +0.5 pp +0.5 pp +6.7 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 22.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.0 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 21.9 3.9% 4 +0.1 pp +0.1 pp -0.2 pp +3.9 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 21.7 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 21.4 2.8% 4 -0.0 pp +0.2 pp +0.9 pp +2.8 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 21.3 3.0% 4 +0.2 pp +0.4 pp +0.6 pp +3.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 21.2 2.6% 4 +0.7 pp +0.8 pp +0.8 pp +2.6 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 20.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 20.7 3.8% 3 +0.1 pp +0.7 pp +3.8 pp +3.8 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 20.6 10.6% 4 +0.3 pp +2.1 pp +1.9 pp +10.6 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 20.5 7.0% 3 -0.6 pp +6.6 pp +7.0 pp +7.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 20.4 3.3% 4 +0.4 pp +0.8 pp +1.5 pp +3.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 20.3 0.5% 4 +0.1 pp +0.2 pp +0.1 pp +0.5 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 20.2 6.4% 4 -0.2 pp +0.3 pp +1.6 pp +6.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 20.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Family Manage LLC CIK 0001539947 0.277 323 19.9 2.4% 4 +0.1 pp +0.9 pp +1.0 pp +2.4 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 19.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 19.8 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 19.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 18.8 11.6% 4 -1.1 pp -0.9 pp -1.1 pp +11.6 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 18.8 1.3% 4 -0.0 pp +0.0 pp +0.3 pp +1.3 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 18.2 12.3% 4 +0.5 pp +0.6 pp -0.7 pp +12.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 18.2 0.5% 4 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 18.0 4.0% 3 +0.9 pp +1.5 pp +4.0 pp +4.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 17.4 4.6% 4 +0.0 pp +0.3 pp +0.3 pp +4.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 17.4 10.2% 4 +0.8 pp +1.0 pp +2.2 pp +10.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 17.4 1.0% 4 -0.1 pp +0.1 pp +0.8 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.3 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 17.2 7.1% 4 +1.0 pp +0.8 pp -2.6 pp +7.1 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 17.2 3.5% 2 +3.4 pp +3.5 pp +3.5 pp +3.5 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 17.1 8.9% 4 +0.9 pp +1.4 pp +2.1 pp +8.9 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 16.9 5.5% 4 +0.1 pp +0.4 pp +0.3 pp +5.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.3 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 16.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 16.1 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 15.8 6.9% 4 -0.2 pp +0.0 pp -0.5 pp +6.9 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 15.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.4 1.1% 4 -0.0 pp -0.0 pp +0.9 pp +1.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 15.2 8.5% 4 +1.6 pp +2.0 pp +2.0 pp +8.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 14.3 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 13.9 2.7% 4 -0.0 pp -0.1 pp -0.3 pp +2.7 pp
☆CLG LLC CIK 0002059872 0.428 156 13.7 3.4% 5 +0.2 pp +0.6 pp +1.6 pp +1.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 13.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.5 0.1% 4 -0.1 pp +0.0 pp -0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.5 1.0% 4 +1.0 pp +0.1 pp +0.1 pp +1.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 13.4 4.3% 4 +1.2 pp +1.0 pp +0.7 pp +4.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 13.1 1.9% 4 -0.0 pp -0.1 pp -0.2 pp +1.9 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 12.6 2.7% 4 -0.2 pp +2.1 pp +2.0 pp +2.7 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 12.3 2.8% 4 +0.5 pp +1.0 pp +1.1 pp +2.8 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 12.3 1.6% 4 +0.2 pp +0.4 pp +0.4 pp +1.6 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 12.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 12.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 12.2 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 12.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 12.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 11.9 3.9% 4 +0.3 pp +0.4 pp +0.8 pp +3.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.6 0.7% 4 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
☆LHM, INC. CIK 0002009224 0.733 24 11.5 4.5% 4 +0.0 pp -0.9 pp -0.8 pp +4.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 11.2 1.5% 4 +0.0 pp +0.1 pp +0.6 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 11.0 1.5% 4 -0.7 pp -0.8 pp +1.4 pp +1.5 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 10.9 5.4% 4 +0.0 pp +1.7 pp +1.8 pp +5.4 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 10.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 10.9 4.6% 4 +0.6 pp +1.5 pp +1.7 pp +4.6 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 10.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 10.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 10.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 10.1 2.1% 3 +0.3 pp +0.4 pp +2.1 pp +2.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 10.0 4.3% 2 +0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.7 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 9.7 3.4% 4 -0.1 pp +3.0 pp +3.1 pp +3.4 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 9.4 1.4% 4 -0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 9.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 9.1 4.9% 2 +0.7 pp +4.9 pp +4.9 pp +4.9 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 9.0 1.4% 4 +0.3 pp +0.8 pp +1.0 pp +1.4 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 8.8 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 8.4 2.8% 1 +2.8 pp -0.7 pp +2.8 pp +2.8 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 8.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 8.3 1.5% 4 -0.2 pp -0.1 pp -0.3 pp +1.5 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 8.3 3.8% 4 +0.7 pp -1.8 pp -1.7 pp +3.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 8.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 8.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 8.1 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.1 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 8.0 1.7% 4 +0.6 pp +0.6 pp +0.6 pp +1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 8.0 4.3% 2 +0.9 pp +4.3 pp +4.3 pp +4.3 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 8.0 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.9 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.8 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.8 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 7.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 7.6 2.6% 4 +0.1 pp +0.6 pp +0.5 pp +2.6 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.6 1.0% 4 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 7.5 1.2% 4 +0.1 pp -0.7 pp -0.5 pp +1.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 7.4 0.9% 4 -2.3 pp -3.1 pp -1.1 pp +0.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 7.2 2.0% 4 +0.4 pp +0.6 pp +0.5 pp +2.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 7.1 1.9% 3 -0.3 pp +0.5 pp +1.9 pp +1.9 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 7.1 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 6.9 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 6.9 4.0% 4 -0.1 pp +0.6 pp +0.6 pp +4.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 6.9 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 6.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 6.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 6.7 3.0% 4 +0.3 pp +0.7 pp +0.9 pp +3.0 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 6.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.6 2.7% 4 +0.0 pp +0.0 pp -0.0 pp +2.7 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.4 3.2% 4 -0.0 pp +0.1 pp +0.3 pp +3.2 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 6.3 3.8% 4 +0.2 pp -0.6 pp -0.7 pp +3.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 5.8 4.4% 4 +1.2 pp +1.7 pp +2.1 pp +4.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 5.8 0.7% 3 -0.3 pp -1.1 pp +0.7 pp +0.7 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 5.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 5.7 1.9% 4 +0.1 pp +1.0 pp +1.0 pp +1.9 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 5.7 4.3% 4 +1.1 pp +1.3 pp +2.2 pp +4.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 5.5 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 5.4 3.4% 2 +2.9 pp +3.4 pp +3.4 pp +3.4 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 5.4 2.0% 3 +0.1 pp +0.0 pp +2.0 pp +2.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 5.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 5.4 0.5% 4 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 5.3 2.6% 2 +1.8 pp +2.6 pp +2.6 pp +2.6 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 5.3 1.6% 4 +0.2 pp +0.3 pp +0.4 pp +1.6 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 5.2 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 5.1 1.5% 4 +0.1 pp +0.9 pp +0.9 pp +1.5 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 5.0 1.4% 4 +0.1 pp +0.3 pp +0.6 pp +1.4 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 4.9 2.7% 4 +1.2 pp +1.8 pp +2.4 pp +2.7 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.9 0.7% 4 +0.1 pp +0.1 pp +0.4 pp +0.7 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 4.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 4.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 4.7 3.8% 4 +0.8 pp +1.7 pp +2.0 pp +3.8 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 4.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.6 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 4.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 4.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 4.5 1.1% 3 +0.5 pp +0.7 pp +1.1 pp +1.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 4.4 2.3% 4 +0.6 pp +0.9 pp +0.6 pp +2.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 4.4 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 4.2 2.8% 3 +0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 4.2 1.5% 4 +0.0 pp +0.4 pp +0.3 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 4.1 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
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☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 4.0 2.5% 4 +0.2 pp +0.6 pp +0.7 pp +2.5 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 4.0 0.9% 4 +0.0 pp +0.1 pp -0.0 pp +0.9 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.0 1.7% 4 +0.1 pp +0.1 pp -0.0 pp +1.7 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 3.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
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☆Trek Financial, LLC CIK 0001768195 0.100 501 3.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 3.7 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 3.7 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 3.6 1.7% 4 +0.3 pp +1.2 pp +1.4 pp +1.7 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 3.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 3.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.3 0.8% 4 -0.3 pp -0.4 pp -0.7 pp +0.8 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.2 1.1% 5 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 3.2 0.4% 2 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 3.1 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 3.1 0.5% 4 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
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☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.0 0.8% 4 +0.2 pp +0.7 pp +0.7 pp +0.8 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 3.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.0 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 2.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆MBL Wealth, LLC CIK 0001845785 0.684 381 2.9 0.2% 4 -0.4 pp -0.4 pp -0.5 pp +0.2 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 2.9 2.1% 4 -11.4 pp -11.0 pp -9.8 pp +2.1 pp
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☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 2.7 1.6% 4 +0.1 pp +0.1 pp +0.3 pp +1.6 pp
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☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 2.6 1.8% 4 +0.2 pp +0.4 pp +1.1 pp +1.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.6 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.6 1.7% 4 -0.1 pp +0.4 pp +0.5 pp +1.7 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.6 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 2.6 2.7% 4 +2.4 pp +2.3 pp -0.7 pp +2.7 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 2.6 4.0% 2 +0.9 pp +4.0 pp +4.0 pp +4.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.5 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 2.5 1.3% 4 +0.1 pp +0.3 pp +0.3 pp +1.3 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 2.5 0.9% 4 -0.3 pp +0.4 pp +0.4 pp +0.9 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Menard Financial Group LLC CIK 0001803156 0.228 80 2.4 1.7% 4 +0.0 pp -0.0 pp +0.2 pp +1.7 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 2.3 1.0% 3 +0.0 pp +0.4 pp +1.0 pp +1.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 2.2 0.9% 4 +0.3 pp +0.3 pp +0.2 pp +0.9 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 2.2 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.2 0.5% 4 -0.1 pp -2.3 pp -1.9 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 2.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.1 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.0 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 1.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆ARWA LLC CIK 0002113621 0.167 139 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 1.9 1.3% 4 -0.0 pp +0.0 pp +0.7 pp +1.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.9 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 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 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 1.6 0.6% 4 +0.0 pp -0.1 pp -1.0 pp +0.6 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 1.6 1.3% 4 -0.0 pp +0.6 pp +0.6 pp +1.3 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 1.6 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.5 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 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 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
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.5 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 1.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.4 1.7% 4 +0.3 pp +0.4 pp +0.3 pp +1.7 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.4 0.6% 4 +0.0 pp +0.4 pp +0.4 pp +0.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 1.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 1.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.3 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.3 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.3 0.7% 3 -0.9 pp +0.6 pp +0.7 pp +0.7 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.2 0.6% 4 +0.1 pp +0.6 pp +0.3 pp +0.6 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 1.2 0.2% 3 -9.0 pp -8.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.2 0.8% 5 -0.1 pp -0.0 pp +0.4 pp -0.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 1.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 1.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.1 0.1% 2 -0.2 pp +0.1 pp -0.2 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.1 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 1.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 1.1 0.9% 4 -0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.1 1.1% 4 -0.0 pp -0.2 pp +0.0 pp +1.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.1 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Essex Bank CIK 0001752212 0.260 318 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.8 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.8 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.7 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.7 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.6 0.3% 4 -3.0 pp -3.0 pp -3.0 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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 +0.0 pp +0.0 pp -8.4 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 +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% 0 +0.0 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -2.5 pp -2.3 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 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
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -2.4 pp -2.1 pp -0.7 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.0 0.0% 0 -0.1 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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 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
☆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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.1 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.0 0.0% 0 -6.2 pp -6.2 pp -5.3 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -1.8 pp -1.9 pp +0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 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
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 -12.0 pp -12.6 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.5 pp -0.6 pp -0.5 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -3.0 pp -3.2 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -7.3 pp -7.9 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -1.1 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
☆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
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 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 +0.0 pp +0.0 pp -5.9 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.6 pp -0.3 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.9 pp -0.8 pp -0.7 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 (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