Signals

← Signals

☆QQQM

917 in-universe funds with a nonzero position in QQQM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#74
Score / z2.656 / 3.38
Consensus355.33 over 706 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 ▾
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,460.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,997.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,726.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,094.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 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 779.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 764.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 671.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 562.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 551.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 455.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 428.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 421.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 409.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 331.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 277.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 267.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 256.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 208.4 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 179.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 176.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 175.5 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 170.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 168.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 149.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 131.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 106.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 100.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 100.3 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 98.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 97.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Main Management Fund Advisors LLC CIK 0001862787 0.000 8 93.3 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 91.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 87.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 86.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 84.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 84.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 81.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 73.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 69.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 66.8 0.1% 1 +0.1 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 66.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 61.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 61.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 60.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 58.4 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 57.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 56.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 55.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 53.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Management LLC CIK 0001583092 0.804 95 52.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 51.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Whelan Financial CIK 0001894921 0.754 101 50.4 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 49.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 49.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 48.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 47.4 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 45.6 0.1% 1 +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 45.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 45.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 44.2 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 43.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 41.0 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 38.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 38.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 36.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 35.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 34.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 34.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 34.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 34.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Verde Capital Management CIK 0001802891 0.578 80 33.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 33.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 32.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 31.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 31.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 31.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 31.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 30.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 30.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 29.1 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 27.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 27.7 23.6% 2 +1.3 pp +23.6 pp +23.6 pp +23.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 27.7 6.1% 2 +3.6 pp +6.1 pp +6.1 pp +6.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 27.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 27.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 27.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 27.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 27.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 26.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 26.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Apriem Advisors CIK 0001425165 0.679 182 26.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 26.3 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 25.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 25.4 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 25.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 24.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 24.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 24.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 23.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 23.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 23.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 22.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 22.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 21.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 20.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 20.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 20.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 20.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 19.8 9.0% 3 -0.2 pp -1.8 pp +9.0 pp +9.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 19.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 19.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 18.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 18.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 18.4 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 18.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 17.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 17.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 17.7 11.9% 2 +6.3 pp +11.9 pp +11.9 pp +11.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 17.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 17.0 1.8% 3 -3.0 pp -3.9 pp +1.8 pp +1.8 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 16.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 16.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 16.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 16.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 15.8 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 15.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 15.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 15.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 15.2 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 15.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 14.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 14.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 14.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 14.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 13.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 12.9 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 12.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 12.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 12.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 12.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 11.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 11.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 11.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 10.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 10.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 10.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 10.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 10.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 9.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 9.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 9.1 4.5% 3 +4.4 pp +4.4 pp +4.5 pp +4.5 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 9.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 9.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 9.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 9.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 8.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 8.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 8.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 8.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 8.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 7.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 7.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 2.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆jvl associates llc CIK 0001915765 0.770 79 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 2.8 1.1% 3 +0.8 pp +0.7 pp +1.1 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 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 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.2 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 2.1 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AGP FRANKLIN, LLC CIK 0002056566 0.170 93 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.1 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rolek Wealth Management LLC CIK 0002051339 0.833 23 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.5 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
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☆BXM Wealth LLC CIK 0002052379 0.166 163 1.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 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
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birch Capital Management, LLC CIK 0001799859 0.374 79 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +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
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 QQQM). Qtrs Held counts distinct quarters this fund has actually held QQQM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQQM position size. Δ columns are the percentage-point change in QQQM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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