Signals

← Signals

☆QQQM

1540 in-universe funds with a nonzero position in QQQM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#70
Score / z2.888 / 3.46
Consensus509.45 over 997 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,553.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 2,629.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,289.6 0.5% 5 +0.1 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 1,563.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,355.7 8.1% 5 +0.4 pp -0.3 pp -0.5 pp -1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,211.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,172.0 0.6% 1 +0.6 pp +0.6 pp +0.0 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1,066.3 7.2% 5 +0.5 pp +1.2 pp +1.1 pp +1.5 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,006.5 6.6% 5 +1.7 pp +1.7 pp +1.9 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,003.6 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 975.5 0.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 935.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 722.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 626.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 580.6 4.3% 3 +0.4 pp -0.0 pp +4.3 pp +4.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 564.9 0.0% 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 514.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 445.4 0.5% 6 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 430.9 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 333.5 1.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 327.2 3.2% 5 +0.9 pp +2.0 pp +2.8 pp +2.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 303.8 8.1% 5 +0.5 pp -0.1 pp +0.6 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 285.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 270.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 267.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 255.3 0.4% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 248.9 1.1% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 226.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 215.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 199.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 198.1 1.0% 5 +0.4 pp +0.1 pp +0.3 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 194.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 186.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 178.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 178.1 11.5% 4 +0.2 pp +0.4 pp +11.5 pp +11.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 146.6 1.7% 4 +0.3 pp +0.3 pp +0.4 pp +1.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 143.5 0.2% 1 +0.2 pp +0.0 pp -0.0 pp -0.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 143.3 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 137.7 28.9% 3 +10.5 pp +10.4 pp +28.9 pp +28.9 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 135.2 0.8% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 131.1 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 128.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 116.0 18.9% 3 +2.4 pp +17.1 pp +18.9 pp +18.9 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 114.4 4.7% 5 -0.8 pp -0.6 pp -0.7 pp -0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 114.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 108.0 1.2% 4 +0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 95.4 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 89.0 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 87.8 0.5% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 86.2 10.9% 5 -0.0 pp +0.3 pp +0.2 pp -1.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 83.4 8.8% 5 +0.5 pp -0.9 pp -0.8 pp +8.8 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 82.8 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 82.6 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 81.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 81.0 2.8% 5 +0.3 pp +0.1 pp +0.1 pp +0.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 80.5 5.6% 5 +0.6 pp +0.4 pp +0.5 pp +1.1 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 79.7 7.3% 5 +0.4 pp -1.0 pp -1.0 pp -0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 76.4 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 76.4 2.5% 6 -0.2 pp -0.8 pp -0.4 pp -0.3 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 75.5 5.6% 5 +2.8 pp +2.5 pp +1.8 pp +2.1 pp
☆Rolek Wealth Management LLC CIK 0002051339 0.833 23 73.1 40.9% 5 +4.2 pp +35.7 pp +37.4 pp +39.6 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 72.1 2.7% 5 +0.4 pp +1.3 pp +1.2 pp +0.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 69.6 0.8% 6 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 65.9 18.9% 5 +1.1 pp -0.2 pp -0.2 pp +1.9 pp
☆Whelan Financial CIK 0001894921 0.754 101 64.6 17.6% 5 +1.9 pp +0.9 pp +0.7 pp -0.6 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 63.5 7.7% 1 +7.7 pp +4.9 pp +7.7 pp +7.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 61.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 61.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 60.8 3.0% 6 +0.3 pp -0.4 pp -1.2 pp -1.7 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 60.2 6.9% 5 +1.4 pp -3.0 pp -3.3 pp -2.6 pp
☆Main Management LLC CIK 0001583092 0.804 95 58.9 4.0% 5 +0.7 pp +0.4 pp +0.5 pp -0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 58.0 5.6% 5 +0.7 pp +0.3 pp +0.2 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 57.7 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 57.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 57.2 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 56.4 1.6% 4 +0.3 pp +0.4 pp +0.6 pp +1.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 55.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 54.8 0.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 51.9 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 51.1 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Verde Capital Management CIK 0001802891 0.578 80 51.1 9.4% 5 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 50.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 50.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 49.5 0.4% 5 +0.1 pp +0.2 pp -0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 48.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 47.7 3.2% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 47.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 47.2 0.2% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 46.9 10.6% 5 +0.8 pp +0.2 pp +0.3 pp +4.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 46.4 5.9% 5 +0.7 pp +0.3 pp -0.1 pp -0.2 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 45.9 4.2% 5 -0.3 pp -0.5 pp -0.9 pp -0.9 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 45.7 7.1% 5 +0.8 pp +1.0 pp +0.9 pp +1.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 45.7 3.9% 5 +0.4 pp +0.3 pp +0.2 pp +0.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 45.5 5.8% 4 +0.8 pp +1.0 pp +1.0 pp +5.8 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 45.2 10.0% 5 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 45.0 11.4% 5 +1.1 pp +0.6 pp +0.6 pp +1.9 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 44.1 12.5% 5 +3.5 pp +8.0 pp +7.7 pp +8.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 44.0 2.1% 5 +0.3 pp +0.2 pp +0.4 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 43.9 0.7% 5 -0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 43.7 2.2% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 43.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 42.8 2.4% 5 +0.2 pp +0.2 pp -1.7 pp -4.2 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 42.7 4.9% 5 +0.6 pp +0.4 pp +0.3 pp +0.1 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 42.1 10.1% 3 +5.0 pp +9.9 pp +10.1 pp +10.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 41.8 7.9% 5 -0.6 pp -1.3 pp -1.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 41.5 4.2% 5 +0.4 pp +0.3 pp +0.2 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 40.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 39.4 4.5% 3 +1.1 pp -1.2 pp +4.5 pp -0.6 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 39.2 2.2% 5 +0.4 pp -0.1 pp -0.1 pp +0.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 38.5 6.6% 7 +1.1 pp +6.0 pp +6.3 pp +6.3 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 37.4 6.2% 5 +0.6 pp +0.1 pp -0.7 pp -1.6 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 37.3 5.1% 5 +0.4 pp +0.2 pp +0.5 pp +0.6 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 37.2 8.8% 5 +0.7 pp -0.0 pp -0.9 pp -0.5 pp
☆CVFG LLC CIK 0002050974 0.313 250 37.1 3.9% 1 +3.9 pp +0.4 pp +0.3 pp +0.3 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 37.0 7.7% 5 +0.4 pp -0.1 pp -0.3 pp -0.3 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 36.8 4.7% 5 +0.5 pp +0.6 pp +0.7 pp +0.9 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 36.6 7.5% 5 +7.2 pp +3.9 pp +3.6 pp +6.5 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 35.7 12.9% 5 +1.1 pp +0.5 pp +0.2 pp +12.8 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 35.6 6.8% 5 +0.2 pp +0.0 pp -0.2 pp -0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 35.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 35.4 4.5% 5 +0.4 pp +0.1 pp +0.4 pp +0.0 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 35.1 22.1% 5 +3.2 pp +1.5 pp +3.5 pp +2.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 34.5 0.5% 1 +0.5 pp -0.0 pp -0.0 pp +0.5 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 34.4 2.7% 5 -0.7 pp -1.7 pp -1.9 pp -1.8 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 33.9 1.4% 5 -0.0 pp +0.3 pp +0.3 pp +1.3 pp
☆Apriem Advisors CIK 0001425165 0.679 182 33.8 2.9% 5 +0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 33.5 0.5% 6 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 33.0 4.3% 5 +1.7 pp +2.6 pp +3.0 pp +3.3 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 33.0 10.8% 5 +1.2 pp +1.4 pp +2.0 pp +1.5 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 32.8 10.9% 5 +10.7 pp +0.1 pp -0.0 pp -2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 32.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 32.5 5.0% 5 +1.2 pp +1.1 pp +1.5 pp +1.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 32.4 1.2% 2 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 32.4 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 32.1 0.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 31.8 3.2% 5 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 31.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 31.0 13.2% 5 +0.7 pp +0.1 pp -0.4 pp -1.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 30.7 7.1% 4 +0.7 pp +2.4 pp +1.5 pp +7.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 30.4 4.0% 5 +1.0 pp +1.1 pp +1.4 pp +1.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 30.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 30.2 0.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 30.1 3.8% 5 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 29.7 10.9% 7 +0.6 pp -0.2 pp -0.1 pp +1.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 29.6 0.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 29.3 0.6% 1 +0.6 pp +0.5 pp +0.0 pp +0.3 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 27.9 3.2% 5 +0.3 pp +0.2 pp +0.4 pp +0.5 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 27.6 4.3% 6 +0.2 pp -0.4 pp -0.6 pp -1.9 pp
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☆Mueller Wealth, LLC CIK 0002110608 0.850 18 9.1 6.2% 2 +0.7 pp +6.2 pp +6.2 pp +6.2 pp
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☆HT Partners LLC CIK 0001552999 0.865 53 8.9 2.5% 4 +0.1 pp -0.1 pp -0.1 pp +2.5 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 8.9 2.2% 4 +1.8 pp +1.8 pp +1.8 pp +2.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 8.9 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 8.9 7.1% 4 +2.3 pp +3.2 pp +3.3 pp +7.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 8.8 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 8.8 5.7% 5 +0.2 pp -0.9 pp -1.7 pp -1.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 8.8 2.0% 5 +0.2 pp +0.2 pp +0.4 pp +0.7 pp
☆Fosun International Ltd CIK 0001447884 0.512 73 8.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 8.7 1.3% 5 +0.3 pp +0.6 pp +0.8 pp +0.9 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 8.7 7.6% 2 +1.4 pp +7.6 pp +7.6 pp +7.6 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 8.5 5.6% 2 +0.8 pp +5.6 pp +5.6 pp +5.6 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 8.5 1.3% 4 +0.2 pp +0.2 pp +0.1 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 8.4 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 8.4 2.1% 5 +1.6 pp +0.8 pp +0.7 pp +1.1 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 8.3 4.3% 5 +0.3 pp +0.1 pp -0.1 pp -0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 8.3 1.6% 5 +0.3 pp +0.5 pp +0.1 pp +0.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 8.3 2.0% 3 +0.3 pp -3.1 pp +2.0 pp -6.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 8.3 1.9% 4 +0.2 pp -0.1 pp -0.1 pp +1.9 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 8.3 4.6% 5 +0.4 pp +0.3 pp +0.6 pp +0.8 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 8.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 8.0 5.8% 2 +0.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.0 0.2% 5 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 7.9 0.9% 4 +0.2 pp +0.1 pp +0.2 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.9 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 7.8 0.9% 1 +0.9 pp +0.9 pp +0.6 pp +0.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.7 0.5% 5 +0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 7.7 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.6 1.0% 5 +0.2 pp +0.7 pp +0.8 pp +0.8 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 7.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.6 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 7.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 7.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 7.3 0.3% 5 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 7.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.3 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 7.2 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 7.2 5.3% 2 +0.7 pp +5.3 pp +5.3 pp +5.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 7.2 3.9% 5 +0.7 pp +0.9 pp +1.1 pp +1.6 pp
☆Lynch Investment Planning, LLC CIK 0002110354 0.596 56 7.1 5.5% 2 +0.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 7.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 7.1 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 7.1 4.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 7.1 1.5% 5 +0.7 pp +0.7 pp +0.8 pp +0.9 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 7.0 1.5% 5 +0.1 pp +0.7 pp +0.7 pp +1.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.0 2.0% 5 +1.4 pp +1.3 pp +1.3 pp +1.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 6.9 2.9% 5 +0.4 pp -0.2 pp -0.6 pp -0.4 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 6.9 4.7% 3 -0.3 pp -0.7 pp +4.7 pp +4.7 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 6.8 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 6.8 3.8% 4 +0.6 pp +0.9 pp +3.8 pp +3.8 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 6.8 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
☆Ascent Advisors, LLC CIK 0002109853 0.015 54 6.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 6.7 1.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 6.7 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 6.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 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 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 6.6 2.6% 5 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 6.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 6.5 1.0% 5 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 6.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 6.4 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 6.4 0.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 6.4 1.7% 5 +0.3 pp -1.0 pp -1.6 pp -1.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 6.3 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 6.3 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 6.2 1.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.9 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 6.2 2.4% 6 +0.1 pp -0.0 pp -0.2 pp -0.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 6.2 0.6% 5 +0.3 pp -0.5 pp +0.3 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.2 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 6.2 0.7% 5 +0.1 pp -0.4 pp -0.4 pp -0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 6.1 2.3% 6 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.1 0.5% 4 +0.0 pp -0.6 pp +0.4 pp +0.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 6.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 6.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 6.0 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.0 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 6.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 6.0 1.0% 3 +0.0 pp +0.3 pp +1.0 pp +1.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 5.9 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 5.9 0.6% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.9 1.9% 5 +0.4 pp +0.1 pp +0.3 pp +0.7 pp
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☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 5.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 5.8 1.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Coquina Private Wealth LLC CIK 0002103792 0.481 101 5.8 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 5.8 1.8% 5 +1.0 pp +1.0 pp +1.1 pp +1.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 5.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHUTTLEWORTH & Co CIK 0002096913 0.174 51 5.8 4.6% 3 +1.4 pp +1.3 pp +4.6 pp +4.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 5.6 2.0% 5 +0.2 pp +0.7 pp +0.6 pp +0.5 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 5.6 3.5% 6 +0.4 pp -1.1 pp -0.9 pp -0.9 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.5 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 5.5 1.5% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 5.4 1.0% 5 +0.3 pp +0.5 pp +0.7 pp +0.9 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.4 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 5.3 2.4% 5 +0.4 pp -1.1 pp -1.2 pp -1.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 5.2 3.1% 4 +0.8 pp +1.5 pp +1.6 pp +3.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.2 0.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 5.2 2.2% 5 +1.5 pp +0.4 pp +0.5 pp +0.8 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 5.1 1.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.1 2.0% 7 +0.9 pp +0.7 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 5.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.0 1.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 5.0 2.4% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 5.0 2.1% 5 +0.4 pp +0.4 pp +0.6 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.0 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.8 1.7% 3 +0.3 pp +0.4 pp +1.7 pp +1.7 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 4.8 1.5% 5 +0.2 pp -0.7 pp -1.0 pp -1.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 4.7 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 4.6 1.3% 5 +0.0 pp +0.6 pp +0.7 pp +0.8 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 4.6 0.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 4.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.478 66 4.6 3.2% 2 +0.8 pp +3.2 pp +3.2 pp +3.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 4.5 2.1% 3 +0.0 pp -0.3 pp +2.1 pp +2.1 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 4.5 3.1% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 4.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.5 0.4% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.4 0.8% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fidelis Wealth Advisors LLC CIK 0002010051 0.322 26 4.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 4.4 2.0% 5 +0.4 pp +0.5 pp +0.6 pp +0.9 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 4.4 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
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☆PFG Advisors CIK 0001694435 0.248 791 4.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 4.2 6.7% 4 +0.8 pp +1.1 pp +1.1 pp +6.7 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 4.1 0.6% 5 -0.1 pp -0.8 pp -0.9 pp -0.9 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.1 0.4% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 4.1 1.9% 3 +0.3 pp +0.4 pp +1.9 pp +1.9 pp
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☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 4.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
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☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 1.7 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SANDER CAPITAL ADVISORS INC CIK 0001173889 0.812 13 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.7 1.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
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☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.7 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.7 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.6 0.5% 5 +0.2 pp +0.1 pp +0.2 pp -0.3 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.6 0.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.6 0.7% 5 +0.1 pp +0.1 pp -0.2 pp -0.0 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Renasant Bank CIK 0001656167 0.136 141 1.6 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.5 0.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dedeker Financial LLC CIK 0002113408 0.174 55 1.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆Advisor Resource Council CIK 0001820879 0.259 260 1.4 0.5% 3 +0.3 pp +0.1 pp +0.5 pp -0.0 pp
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☆Clarendon Private LLC CIK 0001961628 0.221 124 1.4 0.9% 5 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.1 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 +0.0 pp -0.2 pp +0.0 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.5 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
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -20.0 pp -5.6 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.7 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -3.2 pp -0.9 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 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 -0.5 pp -0.5 pp -0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp -2.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp -1.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.6 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
☆Mizuho Bank, Ltd. CIK 0001512734 0.000 6 0.0 0.0% 0 +0.0 pp -14.6 pp -17.6 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 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 -0.2 pp -1.8 pp -1.7 pp
☆Main Management Fund Advisors LLC CIK 0001862787 0.000 8 0.0 0.0% 0 -9.9 pp -9.9 pp -8.2 pp -11.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 -0.3 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -5.9 pp -5.4 pp -5.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 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 -0.1 pp -0.1 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 -0.3 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 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
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.0 0.0% 0 -0.0 pp -0.7 pp -0.4 pp -0.4 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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