Signals

← Signals

☆QUAL

1469 in-universe funds with a nonzero position in QUAL within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#95
Score / z2.014 / 2.56
Consensus459.06 over 964 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,937.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,558.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,681.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 1,851.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,365.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,294.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,282.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 952.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 909.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 854.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 731.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 686.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 606.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 580.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 540.1 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 486.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 460.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 442.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 438.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 386.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 384.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 361.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 332.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 325.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 306.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 294.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 291.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 283.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 245.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 229.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 227.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 221.3 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 214.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 209.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 202.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 201.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 193.9 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 176.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 173.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 173.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 156.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆JB Capital LLC CIK 0001879371 0.629 280 149.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 141.8 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 135.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 134.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 125.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 119.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 117.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 114.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 105.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 104.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 102.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 101.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 101.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 101.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 100.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 98.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 97.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 91.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 90.9 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 89.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 89.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 87.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 86.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 86.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 86.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 85.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 83.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 82.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 79.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 79.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 77.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 76.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 75.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 75.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 75.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 74.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valence8 US LP CIK 0001943819 0.533 15 72.8 30.6% 1 +30.6 pp +30.6 pp +30.6 pp +30.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 71.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 70.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 68.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 66.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 65.1 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 64.8 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 63.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 62.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 61.3 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 59.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 59.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 58.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 57.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 57.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 56.7 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 56.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 55.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 54.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 52.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 52.7 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 52.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 52.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 51.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 51.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 51.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BARINGS LLC CIK 0000009015 0.845 191 50.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 48.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 48.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 48.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 48.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 47.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 46.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 46.0 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 45.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 45.3 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 44.8 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 43.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 41.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 41.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 41.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 40.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 40.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 40.2 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 40.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 39.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 39.4 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 39.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 38.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 37.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 37.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 37.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 37.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 37.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 36.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 36.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 35.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 35.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 35.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 34.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 34.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 34.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 34.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 33.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 32.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 32.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 32.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 31.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 31.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 30.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 30.6 2.6% 3 -1.7 pp -2.1 pp +2.6 pp +2.6 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 30.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 30.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 30.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 29.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 29.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 29.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 29.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 29.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 28.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 28.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 28.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 27.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Family Manage LLC CIK 0001539947 0.277 323 27.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 27.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆EWA, LLC CIK 0001835252 0.457 332 27.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 27.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 26.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 26.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 25.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 25.7 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 25.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 25.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 24.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 24.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 24.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 24.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 23.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 23.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 23.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 23.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 23.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 23.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆KWB Wealth CIK 0001822236 0.452 169 23.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 23.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 22.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 22.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 22.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 22.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 21.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 21.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 21.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 21.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 21.4 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 21.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 21.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 21.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 21.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 21.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 20.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 20.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 20.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Summit X, LLC CIK 0001697729 0.000 0 20.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 20.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 20.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 20.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 19.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 19.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 19.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 19.5 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 19.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 19.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 18.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 18.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 18.8 4.8% 3 +0.1 pp +0.0 pp +4.8 pp +4.8 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 18.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 18.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 18.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 18.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 18.5 8.4% 2 -2.1 pp +8.4 pp +8.4 pp +8.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 18.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 18.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 18.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 18.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 18.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 18.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 17.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 17.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 17.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 17.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 17.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆SWMG, LLC CIK 0001839255 0.473 100 16.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 16.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 16.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 16.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 16.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 16.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 16.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 16.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 16.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 16.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 16.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 16.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 15.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 15.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 15.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 15.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 14.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 14.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 14.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 14.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 14.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Sovran Advisors, LLC CIK 0002051471 0.318 615 14.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 14.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 14.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 14.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 13.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 13.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 13.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 13.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 13.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balentine LLC CIK 0001586678 0.932 243 12.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TSFG, LLC CIK 0001800513 0.413 891 12.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 12.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 12.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 12.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 12.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 12.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 12.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 12.0 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 12.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 11.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 10.9 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 10.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 10.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 10.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 10.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.7 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 10.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 9.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 9.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 9.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 9.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 9.2 2.3% 2 +2.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 9.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 9.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 8.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 8.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 8.4 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 8.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 7.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆BOS Asset Management, LLC CIK 0001965814 0.309 204 7.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆ADE, LLC CIK 0001845950 0.661 93 7.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 7.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 6.5 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
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☆DOHJ, LLC CIK 0001801881 0.000 0 6.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 5.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 5.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 4.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 4.8 2.4% 3 -0.2 pp -0.6 pp +2.4 pp +2.4 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 4.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 4.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 4.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 4.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 4.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 4.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 4.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 4.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 4.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 4.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 3.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EQ LLC CIK 0001757605 0.412 87 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 3.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 3.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
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☆Providence First Trust Co CIK 0001713735 0.116 196 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 3.4 2.9% 3 -0.1 pp -0.5 pp +2.9 pp +2.9 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 3.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 3.3 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Magnus Financial Group LLC CIK 0001765216 0.574 387 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 3.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆10Elms LLP CIK 0002056650 0.266 526 2.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 2.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 2.6 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Provident Investment Management, Inc. CIK 0001076964 0.474 89 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RDA Financial Network CIK 0001774086 0.257 284 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 2.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 2.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 2.0 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆American Trust CIK 0001905128 0.729 334 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Cooper Financial Group CIK 0001751581 0.393 448 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WT Wealth Management CIK 0001780507 0.246 138 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 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
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 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
☆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
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -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
☆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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -5.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -4.8 pp -4.8 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 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 QUAL). Qtrs Held counts distinct quarters this fund has actually held QUAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QUAL position size. Δ columns are the percentage-point change in QUAL'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