☆QLD
Flow ranking
Rank#271
Score / z0.821 / 0.97
Consensus81.96 over 154 funds
Momentum0.19 =
Price & positioning
226 cached closes, trailing year
Drawdown-4%
Short interest-42% / 1.0d
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Howard Capital Management, LLC CIK 0001733173 | 0.273 | 423 | 895.9 | 10.7% | 1 | +10.7 pp | -0.5 pp | -0.7 pp | -0.7 pp |
| ☆Main Street Group, LTD CIK 0001965796 | 0.694 | 863 | 100.9 | 23.5% | 5 | +5.0 pp | -1.7 pp | +1.5 pp | +3.0 pp |
| ☆Clearstead Trust, LLC CIK 0001708001 | 0.631 | 970 | 74.8 | 9.8% | 5 | +2.5 pp | +1.7 pp | +1.3 pp | +1.7 pp |
| ☆Focus Financial Network, Inc. CIK 0002010942 | 0.631 | 764 | 58.0 | 1.8% | 5 | +0.5 pp | +0.3 pp | +0.3 pp | +0.4 pp |
| ☆Global View Capital Management LLC CIK 0001994495 | 0.226 | 146 | 48.7 | 10.1% | 5 | -0.5 pp | -13.6 pp | -14.2 pp | -20.7 pp |
| ☆Dedeker Financial LLC CIK 0002113408 | 0.174 | 55 | 34.5 | 19.6% | 2 | +4.9 pp | +19.6 pp | +19.6 pp | +19.6 pp |
| ☆Dale Q Rice Investment Management Ltd CIK 0002041427 | 0.474 | 68 | 24.9 | 13.5% | 5 | +2.0 pp | +1.4 pp | +1.2 pp | +1.9 pp |
| ☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 | 0.283 | 876 | 23.2 | 2.3% | 5 | +0.6 pp | +0.3 pp | +0.0 pp | +0.1 pp |
| ☆Westwood Wealth Management CIK 0001861125 | 0.587 | 43 | 21.1 | 6.1% | 1 | +6.1 pp | +6.1 pp | +0.6 pp | +0.2 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 15.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 14.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GenWealth Group, Inc. CIK 0001713678 | 0.307 | 89 | 13.1 | 2.0% | 5 | +0.6 pp | +0.4 pp | +0.3 pp | +0.1 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 12.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 | 0.852 | 856 | 11.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisors Preferred, LLC CIK 0001598841 | 0.037 | 220 | 11.2 | 1.7% | 1 | +1.7 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆HUB Investment Partners, LLC CIK 0001841815 | 0.639 | 1223 | 10.6 | 0.2% | 5 | +0.0 pp | -0.0 pp | -0.1 pp | -0.0 pp |
| ☆Connective Capital Management, LLC CIK 0001543568 | 0.064 | 70 | 10.2 | 7.2% | 5 | +1.9 pp | +2.8 pp | +0.6 pp | +1.4 pp |
| ☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | 0.399 | 3140 | 9.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 8.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mesirow Financial Investment Management, Inc. CIK 0001469475 | 0.734 | 529 | 8.5 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 8.2 | 0.2% | 3 | +0.1 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 | 0.590 | 456 | 8.1 | 0.4% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 7.4 | 0.0% | 6 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Discipline Wealth Solutions, LLC CIK 0002010507 | 0.634 | 197 | 6.9 | 0.6% | 5 | -0.2 pp | +0.2 pp | +0.3 pp | +0.1 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.171 | 5155 | 6.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 6.7 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 6.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 6.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CIBC WORLD MARKET INC. CIK 0001421224 | 0.893 | 1469 | 5.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IEQ CAPITAL, LLC CIK 0001779789 | 0.694 | 2011 | 5.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 | 0.244 | 181 | 5.0 | 2.2% | 1 | +2.2 pp | +1.3 pp | +1.4 pp | +1.9 pp |
| ☆GTS SECURITIES LLC CIK 0001452765 | 0.104 | 1323 | 4.9 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Marshall Financial Group, LLC CIK 0001841496 | 0.264 | 311 | 4.8 | 0.7% | 5 | +0.2 pp | -0.3 pp | -0.5 pp | -5.2 pp |
| ☆SteelPeak Wealth, LLC CIK 0001801868 | 0.452 | 596 | 4.7 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Composition Wealth, LLC CIK 0001585859 | 0.756 | 995 | 4.7 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆PMV Capital Advisers, LLC CIK 0001980695 | 0.285 | 57 | 4.4 | 6.7% | 4 | +3.4 pp | +2.4 pp | +2.7 pp | +6.7 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 4.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SBI Securities Co., Ltd. CIK 0001851815 | 0.645 | 4072 | 4.4 | 0.1% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 4.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cresset Asset Management, LLC CIK 0001761013 | 0.933 | 1667 | 4.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 4.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Squarepoint Ops LLC CIK 0001642575 | 0.419 | 2729 | 3.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Latitude Advisors, LLC CIK 0001843715 | 0.190 | 239 | 3.6 | 1.5% | 4 | +0.3 pp | +0.6 pp | +0.7 pp | +1.5 pp |
| ☆Sowell Financial Services LLC CIK 0001633697 | 0.482 | 1162 | 3.6 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Tempus Wealth Planning, LLC CIK 0001806428 | 0.234 | 281 | 3.1 | 0.6% | 1 | +0.6 pp | -0.3 pp | -0.8 pp | -0.9 pp |
| ☆Meridian Wealth Management, LLC CIK 0001697300 | 0.542 | 809 | 3.1 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rollins Financial Advisors, LLC CIK 0001884018 | 0.644 | 168 | 3.1 | 0.4% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.2 pp |
| ☆Financial Engines Advisors L.L.C. CIK 0001420473 | 0.973 | 552 | 3.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 3.0 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Castleview Partners, LLC CIK 0001737088 | 0.131 | 223 | 2.9 | 1.3% | 5 | +0.6 pp | +0.3 pp | -0.2 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 | 2.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 | 0.564 | 309 | 2.7 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 2.5 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆180 WEALTH ADVISORS, LLC CIK 0001730817 | 0.300 | 486 | 2.5 | 0.3% | 5 | +0.1 pp | +0.1 pp | -0.1 pp | -0.1 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 2.5 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Harvest Investment Services, LLC CIK 0001591097 | 0.110 | 383 | 2.5 | 0.4% | 5 | +0.1 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Client First Investment Management LLC CIK 0002018284 | 0.259 | 28 | 2.3 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | -1.3 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 2.2 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AlpenGlobal Capital LLC CIK 0002062492 | 0.405 | 35 | 2.1 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +0.7 pp |
| ☆J. Safra Sarasin Holding AG CIK 0001890222 | 0.608 | 799 | 2.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Permanens Capital L.P. CIK 0001599637 | 0.387 | 100 | 2.0 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆Cassaday & Co Wealth Management LLC CIK 0001963612 | 0.946 | 1313 | 2.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 2.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WESBANCO BANK INC CIK 0000877134 | 0.627 | 676 | 1.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 1.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Innova Wealth Partners CIK 0001888831 | 0.101 | 167 | 1.8 | 0.7% | 5 | +0.2 pp | -0.1 pp | -0.2 pp | -0.1 pp |
| ☆Galvin, Gaustad & Stein, LLC CIK 0001840945 | 0.403 | 261 | 1.7 | 0.1% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆HBW ADVISORY SERVICES LLC CIK 0001790525 | 0.339 | 463 | 1.7 | 0.2% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Lido Advisors, LLC CIK 0001650150 | 0.880 | 1849 | 1.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Avior Wealth Management, LLC CIK 0001599868 | 0.477 | 787 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 | 0.635 | 1040 | 1.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 | 0.731 | 191 | 1.4 | 0.3% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 1.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PGIM Custom Harvest LLC CIK 0001845793 | 0.916 | 305 | 1.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 1.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 1.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 1.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Global Financial Private Client, LLC CIK 0002023568 | 0.218 | 246 | 1.2 | 0.3% | 5 | +0.1 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Koshinski Asset Management, Inc. CIK 0001633389 | 0.469 | 767 | 1.2 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 | 0.982 | 5665 | 1.2 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nuveen, LLC CIK 0001871926 | 0.966 | 3735 | 1.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthBridge Capital Management, LLC CIK 0001767313 | 0.463 | 235 | 1.1 | 0.2% | 5 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 1.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Genesis Financial Group, LLC CIK 0002097587 | 0.123 | 100 | 1.0 | 0.7% | 2 | +0.2 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 1.0 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 | 0.296 | 193 | 0.9 | 0.2% | 5 | +0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Horizon Wealth Management, LLC CIK 0001815123 | 0.198 | 148 | 0.9 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Institute for Wealth Management, LLC. CIK 0001533954 | 0.338 | 1763 | 0.8 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Empower Advisory Group, LLC CIK 0001978885 | 0.959 | 532 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.8 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 | 0.384 | 543 | 0.8 | 0.2% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.8 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SpringVest Wealth Management LLC CIK 0002058986 | 0.524 | 74 | 0.8 | 0.5% | 6 | +0.2 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Savant Capital, LLC CIK 0001482880 | 0.851 | 1836 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 0.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 0.8 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆LOWERY THOMAS, LLC CIK 0001919701 | 0.540 | 57 | 0.8 | 0.4% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CPR Investments Inc. CIK 0001775053 | 0.174 | 55 | 0.7 | 0.6% | 4 | +0.2 pp | -0.1 pp | +0.2 pp | +0.6 pp |
| ☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 | 0.408 | 80 | 0.7 | 0.2% | 5 | +0.1 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Richmond Brothers, Inc. CIK 0001540462 | 0.006 | 96 | 0.7 | 0.4% | 4 | -0.5 pp | -0.9 pp | -0.1 pp | +0.4 pp |
| ☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 | 0.862 | 245 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FOCUSED ALPHA, LLC CIK 0002105062 | 0.164 | 264 | 0.7 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 | 0.907 | 1310 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CIBC Bancorp USA Inc. CIK 0001711924 | 0.876 | 1843 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆American Alpha Advisors, LLC CIK 0002041441 | 0.151 | 91 | 0.6 | 0.4% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.4 pp |
| ☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 | 0.669 | 158 | 0.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CRA Financial Services, LLC CIK 0001765594 | 0.529 | 321 | 0.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Grandview Asset Management LLC CIK 0001766791 | 0.487 | 146 | 0.6 | 0.2% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Appalachian Capital Management Ltd CIK 0002111450 | 0.731 | 43 | 0.6 | 0.4% | 2 | +0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Legacy Wealth Partners, LLC CIK 0002066638 | 0.314 | 189 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AIRE ADVISORS, LLC CIK 0001908177 | 0.575 | 179 | 0.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆United Advisor Group, LLC CIK 0002004873 | 0.269 | 527 | 0.6 | 0.1% | 3 | +0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 0.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆COMMERCE BANK CIK 0001009076 | 0.853 | 1332 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearwater Capital Advisors, LLC CIK 0001690531 | 0.788 | 189 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆James J. Burns & Company, LLC CIK 0001949059 | 0.674 | 163 | 0.5 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Safe Harbor Fiduciary, LLC CIK 0002036114 | 0.203 | 61 | 0.5 | 0.4% | 3 | +0.0 pp | -0.0 pp | +0.4 pp | +0.1 pp |
| ☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 | 0.823 | 245 | 0.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Apriem Advisors CIK 0001425165 | 0.679 | 182 | 0.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Balefire, LLC CIK 0001750924 | 0.097 | 475 | 0.5 | 0.1% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 | 0.487 | 246 | 0.4 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Ethos Financial Group, LLC CIK 0001954242 | 0.258 | 648 | 0.4 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 | 0.826 | 1818 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Accurate Wealth Management, LLC CIK 0001877728 | 0.228 | 576 | 0.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Hilltop Partners LLC CIK 0001957867 | 0.083 | 150 | 0.4 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLAIR WILLIAM & CO/IL CIK 0000902367 | 0.856 | 1998 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Silverleafe Capital Partners, LLC CIK 0001535611 | 0.335 | 99 | 0.4 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 | 0.846 | 1609 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆NWAM LLC CIK 0001655006 | 0.392 | 684 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tradition Wealth Management, LLC CIK 0001843010 | 0.463 | 538 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Innovative Wealth Building LLC CIK 0002062596 | 0.537 | 84 | 0.4 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Wealthspire Advisors, LLC CIK 0001646247 | 0.767 | 1298 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Assets Advisory, LLC CIK 0001942932 | 0.029 | 322 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | -0.0 pp | +0.1 pp |
| ☆Wealth Watch Advisors, INC CIK 0002040515 | 0.165 | 123 | 0.4 | 0.1% | 1 | +0.1 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆NORDEN GROUP LLC CIK 0001990699 | 0.246 | 701 | 0.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Investment Counsel, Inc CIK 0001418421 | 0.677 | 266 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Zullo Investment Group, Inc. CIK 0001909760 | 0.406 | 157 | 0.3 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aegis Wealth Management, Inc. CIK 0002096565 | 0.117 | 119 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Genesee Capital Advisors, LLC CIK 0001652348 | 0.113 | 172 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Segment Wealth Management, LLC CIK 0001575581 | 0.561 | 311 | 0.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 | 0.821 | 1046 | 0.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Old Mission Investment Co LLC CIK 2149839 | 0.649 | 163 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | -0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Life Planners CIK 0002053368 | 0.609 | 339 | 0.3 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.2 pp |
| ☆Traynor Capital Management, Inc. CIK 0001666786 | 0.689 | 335 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Clear Creek Financial Management, LLC CIK 0001784235 | 0.237 | 642 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Gerald Baker Financial Group LLC CIK 0002133489 | 0.454 | 126 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 | 0.432 | 430 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Asset Management Group, Inc. CIK 0001511550 | 0.511 | 137 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 | 0.337 | 72 | 0.3 | 0.1% | 3 | -0.1 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.3 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthTrust Axiom LLC CIK 0001425949 | 0.277 | 302 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 | 0.675 | 2444 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Palumbo Wealth Management LLC CIK 0001846310 | 0.303 | 237 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Rockwood Wealth Management, LLC CIK 0001983670 | 0.946 | 131 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wall Street Financial Group, Inc. CIK 0002019337 | 0.120 | 120 | 0.2 | 0.1% | 5 | +0.0 pp | -0.1 pp | -0.2 pp | -0.3 pp |
| ☆Krilogy Financial LLC CIK 0001659047 | 0.581 | 1060 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Seek First Inc. CIK 0002060504 | 0.523 | 67 | 0.2 | 0.1% | 1 | +0.1 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Optivise Advisory Services LLC CIK 0002042876 | 0.056 | 227 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 | 0.418 | 995 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Garden State Investment Advisory Services LLC CIK 0001965351 | 0.225 | 323 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Second Half Financial Partners, LLC CIK 0001946654 | 0.633 | 109 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | -0.0 pp | -0.0 pp |
| ☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 | 0.378 | 200 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Visionary Wealth Advisors CIK 0001802984 | 0.494 | 666 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sepio Capital, LP CIK 0001751412 | 0.794 | 346 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONTCHANIN ASSET MANAGEMENT, LLC CIK 0001940660 | 0.301 | 62 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 | 0.700 | 1699 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.1 | 0.0% | 2 | +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 | 0.1 | 0.0% | 7 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Beacon Capital Management, Inc. CIK 0001575301 | 0.705 | 133 | 0.1 | 0.0% | 5 | -0.1 pp | -0.1 pp | -0.0 pp | +0.0 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Benson Wealth Management INC CIK 0002109863 | 0.054 | 367 | 0.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 0.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆FINANCIAL CONSULATE, INC CIK 0001624510 | 0.813 | 1449 | 0.1 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Monetary Solutions, Ltd CIK 0002112370 | 0.453 | 397 | 0.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 | 0.739 | 1760 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cape Investment Advisory, Inc. CIK 0001944437 | 0.224 | 1449 | 0.1 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Bullseye Investment Management, LLC CIK 0001912451 | 0.172 | 321 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆American Capital Advisory, LLC CIK 0002018007 | 0.537 | 1163 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.0 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 | 0.233 | 899 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HRT FINANCIAL LP CIK 0001475597 | 0.003 | 4113 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Glassman Wealth Services CIK 0001642160 | 0.931 | 236 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caitlin John, LLC CIK 0002010947 | 0.012 | 991 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.0 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Federation des caisses Desjardins du Quebec CIK 0002022297 | 0.840 | 3021 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIXIS ADVISORS, LLC CIK 0001018331 | 0.079 | 1819 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 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% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Davidson Capital Management Inc. CIK 0001808748 | 0.604 | 96 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 | 0.307 | 1040 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 | 0.293 | 246 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.3 pp | -0.3 pp |
| ☆Coppell Advisory Solutions LLC CIK 0001848433 | 0.000 | 553 | 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 | -0.1 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 |
| ☆WealthShield Partners, LLC CIK 0001729303 | 0.077 | 379 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EverSource Wealth Advisors, LLC CIK 0001710537 | 0.381 | 4385 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Headlands Technologies LLC CIK 0001570271 | 0.000 | 695 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 pp | +0.0 pp |
| ☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 | 0.876 | 240 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆AmeriServ Wealth Advisors CIK 0001102062 | 0.598 | 54 | 0.0 | 0.0% | 0 | +0.0 pp | -0.6 pp | -0.5 pp | -0.4 pp |
| ☆Boreal Capital Management LLC CIK 0002080094 | 0.180 | 507 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 | 0.701 | 452 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1369 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Potomac Capital Management, Inc. CIK 0001418746 | 0.168 | 62 | 0.0 | 0.0% | 0 | -0.6 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Chicago Partners Investment Group LLC CIK 0001563525 | 0.610 | 1521 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DRW Securities, LLC CIK 0001481986 | 0.026 | 811 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 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 |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prosperity Wealth Management, Inc. CIK 0001991463 | 0.184 | 251 | 0.0 | 0.0% | 0 | +0.0 pp | -0.3 pp | -0.3 pp | -1.1 pp |
| ☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 | 0.031 | 656 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆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 |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Jump Financial, LLC CIK 0001831577 | 0.000 | 1935 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Goldstone Financial Group, LLC CIK 0002040021 | 0.460 | 240 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -4.9 pp | -4.7 pp |
| ☆GROUP ONE TRADING LLC CIK 0000932540 | 0.041 | 2157 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.1 pp | -0.2 pp |
| ☆Manchester Capital Management LLC CIK 0001393389 | 0.560 | 1313 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 | 0.643 | 71 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Physician Wealth Advisors, Inc. CIK 0001795173 | 0.595 | 2334 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brooklyn Investment Group CIK 0001795705 | 0.343 | 1827 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Compass Planning Associates Inc CIK 0002046823 | 0.797 | 33 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Momentous Wealth Management, Inc. CIK 0002055574 | 0.816 | 48 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 | 0.279 | 459 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.2 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 |
| ☆Beacon Capital Management, LLC CIK 0001921487 | 0.452 | 175 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 | 0.000 | 1 | 0.0 | 0.0% | 0 | +0.0 pp | -0.3 pp | -0.3 pp | -0.3 pp |
| ☆Gradient Investments LLC CIK 0001542265 | 0.563 | 448 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆RIA Advisory Group LLC CIK 0001958384 | 0.179 | 153 | 0.0 | 0.0% | 0 | -0.3 pp | -0.6 pp | -1.9 pp | -2.0 pp |
| ☆GREENBERG FINANCIAL GROUP CIK 0000946626 | 0.447 | 111 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | -0.2 pp |
| ☆Edgestream Partners, L.P. CIK 0001535061 | 0.020 | 936 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Walleye Trading LLC CIK 0001388391 | 0.179 | 946 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Chung Wu Investment Group, LLC CIK 0002054278 | 0.139 | 283 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆Aspiring Ventures, LLC CIK 0001738640 | 0.789 | 83 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Watts Gwilliam & Co., LLC CIK 0001657733 | 0.677 | 222 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.8 pp | -0.8 pp |
| ☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 | 0.369 | 224 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Anchor Investment Management, LLC CIK 0001634149 | 0.399 | 1207 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Virtue Capital Management, LLC CIK 0001729985 | 0.148 | 343 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆Qube Research & Technologies Ltd CIK 0001729829 | 0.210 | 2619 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 | 0.245 | 139 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Banque Cantonale Vaudoise CIK 0001793755 | 0.000 | 816 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆IMC-Chicago, LLC CIK 0001452861 | 0.075 | 1554 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 | 0.549 | 3841 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Van Hulzen Asset Management, LLC CIK 0001600145 | 0.406 | 387 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Atlatl Advisers LLC CIK 0002023168 | 0.000 | 459 | 0.0 | 0.0% | 0 | -0.6 pp | -0.4 pp | -0.4 pp | -0.3 pp |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆D. SCOTT NEAL, INC. CIK 0001596920 | 0.750 | 58 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -1.6 pp | -1.5 pp |
| ☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 | 0.521 | 555 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Portus Wealth Advisors, LLC CIK 0002097516 | 0.354 | 50 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WOLVERINE TRADING, LLC CIK 0000927337 | 0.109 | 1566 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆NATIXIS CIK 0001274981 | 0.561 | 1107 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Vontobel Holding Ltd. CIK 0001588340 | 0.633 | 1197 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 | 0.856 | 5105 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 | 0.484 | 174 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -2.3 pp | -1.9 pp |
| ☆Parsonex Advisory Services, Inc. CIK 0002107398 | 0.300 | 50 | 0.0 | 0.0% | 0 | +0.0 pp | -0.9 pp | -0.9 pp | +0.0 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 | 0.087 | 259 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Procyon Advisors, LLC CIK 0001804329 | 0.458 | 586 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Legacy Wealth Managment, LLC/ID CIK 0002045082 | 0.046 | 193 | 0.0 | 0.0% | 0 | -0.0 pp | -0.6 pp | -0.7 pp | -1.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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